KwickPhone for Accountant / Bookkeepers · Email orders, bookings & requests

Deep in a client's books, new business slips away unnoticed?

KwickPhone watches your inbox, turning emailed requests into confirmed jobs automatically.

Email orders, bookings & requests for Accountant / Bookkeepers — KwickPhone answers the phone

You're head down in spreadsheets, navigating complex tax codes, or knee-deep in a client's quarterly report. That's where your focus needs to be. But while you're meticulously balancing ledgers, new client inquiries, urgent booking requests, or even simple payroll questions are silently landing in your inbox. Unlike a ringing phone, an email just sits there, patiently waiting, often getting buried under a mountain of other messages. For too long, valuable opportunities arriving by email have simply been lost in the pile.

KwickPhone changes that. It monitors your email just like a live receptionist would, ensuring no potential client or critical request goes unread and unanswered. It identifies and processes new client inquiries, service bookings, and information requests, automatically capturing the details and even scheduling appointments directly into your calendar. This means you can stay focused on your clients' finances, confident that new business isn't silently slipping through the cracks.

How it works

Email orders, bookings & requests for Accountant / Bookkeepers, handled.

Questions
What if an email request is too complex for KwickPhone?
KwickPhone is designed to handle common requests based on your provided information. If an email inquiry is too nuanced or requires a human touch, it will accurately capture the details and flag it for your staff, ensuring you have all the context to follow up effectively.
How does KwickPhone know my availability for bookings?
KwickPhone integrates with your existing calendar software. It only schedules appointments during times you've marked as available, ensuring there are no double bookings or conflicts with your existing client meetings or deep-work sessions.
Can KwickPhone handle specific document requests from clients via email?
Yes, KwickPhone can identify and categorize specific document requests from clients, ensuring they are acknowledged and often directing clients on how to securely submit files or notifying your team to prepare the requested information. It speaks only from your real firm information, never making things up.

No POS yet? KwickPhone can be your POS too — a built-in register, orders & menu in one place. Already on a POS? Orders write straight back into it.