# AI receptionist for accountants and bookkeepers

Client calls answered, even in the middle of tax time.

Officelink AI answers your line, takes appointment requests and client questions, and sends them to the right person. It’s set up not to ask for tax file numbers or bank details.

- Answers during busy periods and after hours
- Takes appointment requests and client questions
- Never asks for tax file numbers or bank details
- Keeps your existing number

Plans from A$299 a month (AUD, no GST charged), month to month, with no per-minute call charges up to the plan's fair-use level. Free trial with up to 15 test calls.

## The problem

- Tax time brings more calls than your team can take.
- Every interruption breaks concentration on detailed work.
- New client enquiries need a quick, professional response.
- Many calls are the same few questions.

## How accountants and bookkeepers use Officelink AI

### New client

A sole trader needs help with their first tax return. **What Officelink AI does:** It takes their details, business type and what they need, and passes on a new client enquiry.

### “Is my return done?”

A client asks about the status of their return. **What Officelink AI does:** It takes the message for your team to reply. It doesn’t have access to client files.

### Appointment request

A client wants a meeting about their BAS. **What Officelink AI does:** It takes their preferred times for your team to confirm.

### Document question

A caller asks what to bring to their appointment. **What Officelink AI does:** It answers from your checklist, in your words.

## Built for accountants and bookkeepers

- **Privacy in mind:** Set up not to ask for tax file numbers, bank details or passwords.
- **Professional first impression:** Calm, consistent answers in your firm’s tone.
- **Fewer interruptions:** Questions arrive as messages you can answer when you’re ready.
- **Answers 24/7:** Nights, weekends and busy moments, with a natural Australian voice.
- **Set up and looked after for you:** We build it from your website and a short chat, and make changes when you ask.

## Common questions

**Can it access client files?**
No. It takes messages and appointment requests and answers general questions you give it.

**Will it collect tax file numbers?**
No. We set it up not to ask for tax file numbers or bank details, and to tell callers not to share them.

**Can it book meetings?**
It takes appointment requests for your team to confirm. On Pro it can book into your online calendar.

**Do I keep my phone number?**
Yes. You forward calls from your existing number, so nothing changes for your customers. Forward only when you’re busy, after hours or all the time, and switch it off whenever you like.

**Will callers know it’s an AI?**
It sounds natural, but it’s an AI receptionist, not a person, and we recommend it says so in its greeting. You decide what it can and can’t say.

**Can I try it first?**
Yes. Start a free trial in a private sandbox with a receptionist built from your website. Make up to 15 test calls before you choose a plan.

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Canonical page: https://officelinkai.com.au/industries/accountants-bookkeepers/ · Pricing: https://officelinkai.com.au/#pricing · Contact: hello@officelinkai.com.au