New-client intake
Answers enquiries, captures the service needed and the client details, and routes qualified leads to your team.
AI receptionist for accountants and professional offices
During busy season, the phone shouldn’t cost you clients.
HiBell is a managed AI receptionist for accounting firms and professional offices across Canada. It handles calls, web chat, WhatsApp and social messages for accounting, bookkeeping and professional-services firms. We answer client questions, screen new enquiries, book appointments and cover the busy-season rush.
Lead intake
Estimate booking
Project updates
Live transfer
Keep your team on client work, not on the phone.
Deadlines pull your team’s focus. HiBell answers client and new-enquiry calls, captures what matters and books the meeting so nothing slips during crunch.
Appointment booking
Books consultations and review meetings with the right person and confirms them.
Document and deadline reminders
Reminds clients about documents, filing deadlines and appointments.
Existing-client routing
Recognises current clients and routes them to their accountant or the right desk.
Busy-season overflow
Covers the call surge around filing deadlines so clients are not left waiting.
Managed for you
We build, deploy, monitor and improve the system with biweekly touch points and active changes.
Built for busy season
Tax season and a quiet summer week are different operations.
HiBell can change routing, questions, hours and handoffs so new clients, existing clients and deadline enquiries each go the right way.
Deadline overflowHandle the call surge around filing and reporting deadlines.
New-enquiry screeningCapture the service needed and qualify new clients before your team follows up.
Document-request follow-upChase missing documents so filings stay on track.
Appointment bookingBook consultations and reviews while intent is high.
Deadline and appointment remindersReduce no-shows and late documents with reminders.
Human-first AI
The system is only as good as the team behind it.
Unmanaged AI drifts. Service areas change, pricing rules move and seasonal campaigns expire. HiBell stays involved after launch.
Discovery and workflow mapping
Done-for-you setup and integrations
Real conversation monitoring
Biweekly performance touch points
Routing, script and workflow changes
Ongoing testing and improvement
Fits the systems your team already uses.
Connect client conversations with your practice-management, calendar, phone and notifications so your team gets the details they need.
One managed layer across the customer journey
Inbound and outbound calls, SMS, email triggers, website chat, WhatsApp Business, Facebook and Instagram messages can support one coordinated workflow, with a real-time handoff when a person should take over.
Explore HiBell integrationsQuestions accounting firms ask
Straight answers before the first call reaches it.
Can it handle the busy-season surge?
Yes. HiBell can answer concurrent calls, capture each enquiry and apply different routing for new clients, existing clients and deadline questions.
Can it book appointments?
Yes. HiBell can connect an approved calendar workflow, book with the right person, confirm and send reminders.
Can it chase missing documents?
Yes. HiBell can follow up on requested documents and deadlines so filings stay on track.
Can a client reach their accountant?
Yes. HiBell can route existing clients to their accountant or transfer based on the rules you approve.
Do we have to set it up ourselves?
No. HiBell is managed end to end. We map the workflow, build it, test it, monitor conversations and keep improving it.
Start with one workflow
Find where client calls are slipping during crunch.
We will map the handoffs, show you where HiBell fits and recommend the first workflow worth testing.