Capture Every Tax-Season Enquiry — Even at 9pm on a Sunday

Yes. Anita is trained on your firm's services — individual returns, BAS, SMSF, business advisory, bookkeeping, R&D incentives, trust setups — and your fee schedule. She can explain what you do, give general pricing ranges, and route anything that needs a partner's judgement straight to a discovery call.

That's exactly when she earns her keep. Anita doesn't take breaks, doesn't put callers on hold, and doesn't lose track of leads when your front desk is fielding three calls at once. Every enquiry is captured, qualified, and booked — even at 9pm on a Sunday in June.

Yes. Anita integrates with Cal.com, Google Calendar, and Outlook. Discovery calls book directly into your schedule with the right partner or accountant. Confirmation SMS goes to the client immediately, and a prep checklist follows before the meeting.

Anita recognises returning clients and routes them appropriately. For routine status updates (BAS lodged, return submitted, payment received), she answers from your case-status data. For anything that needs your team — she takes a detailed message and SMS-pings the right person.

Yes — she's trained on each service line. For BAS, she captures GST/PAYG details and books a lodgement consult. For SMSF, she explains your annual compliance fee structure and books a discovery call. For trusts, she takes the family/business context and routes to the right partner.

October 31 brings a wave of "I haven't lodged yet, can you help?" Anita captures the urgency, confirms whether you're still taking new clients that close to the deadline, and books emergency consults. No more partner phones ringing at 11pm.

Yes. All call data is encrypted in transit and at rest. Anita only collects what's needed to qualify and book. We comply with Australian Privacy Principles and can sign a privacy addendum tailored to your firm's confidentiality requirements.

Four business days from contract to live. We scrape your firm's site for services, FAQs, and pricing context, train Anita on your specific service lines, run test calls with you, then port your forwarding number. If you start by mid-May, she's live for the July rush.