Industries / Accountants
Uniden Voice for Accountants
Every client rings in July. Your billable hours go up in hold music.
An accounting practice has a phone problem shaped exactly like the Australian tax year. Three quiet quarters, then a wall of clients who all want the same six answers at once, while your team is trying to lodge.
Answers 24/7Genuine Australian voicesKeep your numberSolo practice to full firm
Every July
Your practiceMon 11:15am
Partner mid lodgement, deadline todayFocus that cannot be broken without a re check.Billable
Client asking what to bring inThe eleventh person to ask this week.11s24s38s52sMissed
New client wanting to switch accountantsWorth years of fees, ringing out.06s14s22s31sMissed
One lodgement filed. One new client lost, one existing one annoyed.
The bit nobody counts
Your most valuable call of the year sounds exactly like your most trivial one
Practices measure billable utilisation to two decimal places. Almost nobody measures the calls that rang out, which is where both the new clients and the interruptions actually come from.
1New client enquiries are annuities. Somebody switching accountants is worth years of fees and a referral network. They ring during business hours, when everyone is heads down.
2Routine questions burn chargeable time. What do I need to bring, have you lodged it, when is it due. Answered by a senior because nobody else was free.
3July is entirely predictable and never resourced. You know precisely when the wall arrives. Hiring for six weeks of it is not viable.
UNIDEN VOICE · BILLABLE HOURS LEDGER
Illustrative only. Put your own numbers in.
Inbound calls per week in peak260
Answered by the practice168
Rang out or abandoned92
Share of those who were
purely routinex 0.65
Routine calls that reached a chargeable person109
Chargeable rate per hour$180
COST PER WEEK$3,270
COST PER PEAK SEASONWell over $30,000
Uniden Voice, per weeka fraction of that
Change the two highlighted lines to your own figures.
The arithmetic is the point, not our example.
That assumes ten minutes per routine call, which is optimistic.
The arithmetic is the point, not our example.
That assumes ten minutes per routine call, which is optimistic.
Six things every practice says out loud
You have said at least four of these this month
These are not phone problems. They are the collision between deadline work and being available to clients.
01
Deadline work and a ringing phone cannot coexist
Lodgement work needs uninterrupted attention and a re check after every interruption. Answering costs far more than the length of the call.
The agent handles the routine so your chargeable people stay chargeable.
02
The same six questions, hundreds of times
What do I bring, when is it due, have you lodged, what is my refund, can I get an extension, what is your fee.
Answered instantly and consistently, from the rules you set.
03
July arrives all at once
Three quarters of manageable volume and then a wall that no roster can absorb.
Capacity that scales with the season, not with your headcount.
04
New client enquiries land on voicemail
The highest value inbound call your practice receives is also the one most likely to be missed.
Answered warmly and booked straight into a partner's diary.
05
Document chasing is a phone job nobody does
You are waiting on records from forty clients and nobody has three days to ring them all.
Outbound AI agents can make the chasing calls and log the responses.
06
Advice given by phone is not on file
Verbal advice is still advice, and reconstructing it later is a professional risk.
Recording, transcript and summary filed against the client automatically.
Watch one of them get saved
7:30pm in July. The office is empty. The client is not lost.
This is the call that used to reach an answering machine. Here it is being answered by a Uniden Voice AI phone agent, in an Australian accent, from what you told it about your practice.
It sounds like it is from here. Genuine Australian voices, not a call centre accent and not a robot reading a script.
It knows your practice, not tax law. Fees, services, what to bring, your deadlines and your onboarding process. It does not give tax advice, by design.
It books straight into a partner's diary. Which is what turns a switching enquiry into a client.
It protects chargeable time. Routine questions never reach a person who bills by the hour.
Uniden Voice AI Agent Live on line 100:47
AgentGood evening, thanks for calling Marchetti and Co. The office has closed, but I can help. What can I do for you?
CallerI am looking to change accountants. I run a small business, a company with about eight staff.
AgentWe work with a lot of businesses that size. Is it a company with a trust, or a company on its own?
CallerCompany on its own, and there is some investment property as well.
AgentUnderstood. That is squarely what we do. The first step is a no obligation meeting with one of the partners. I have Wednesday at 9am or Thursday at 4pm.
CallerThursday at four. It is David Okafor.
AgentBooked, David, Thursday at 4pm with Anna. I have texted you the confirmation and a short list of what to bring so the meeting is useful.
What happened after the office closed
- Switching enquiry qualified: entity structure and scope of work
- Meeting booked directly into a partner's diary
- Preparation list texted so the first meeting is productive
- Lead and transcript in your CRM before the morning
One number, sorted by value
A new client should never queue behind a lodgement status question
Publish one number. Behind it, new client enquiries reach a partner, routine questions never reach a chargeable person, and compliance queries get their own queue.
Live call being routedOverflow and after hours to the AI agent
Demand peaks
Your phone volume is shaped exactly like the tax year
Nothing in Australian business is more predictable than an accounting practice's phone in July. Volume multiplies for six weeks and then subsides, and no hiring plan makes that economic.
An AI agent is the only capacity that scales that way. It answers everything through the peak, handles the routine without touching a chargeable person, and costs the same in October as it does on the first of July.
Inbound calls across a practice yearshape, not scale
What your practice can realistically answer Overflow the AI agent picks up
Illustrative shape based on the Australian tax year. Your own curve depends on your client mix and lodgement program.
It plugs into what you already run
Your phone should know which client is calling
Uniden Voice connects to more than a thousand apps and offers open APIs, so a call arrives with the client, their entities and their outstanding work attached rather than just a number.
SalesforceHubSpotXeroZohoMondaySlackGoogle Business ProfileGoogle DriveMicrosoft OneDriveOpen APIs for the rest
01 · ON THE RING
Screen pops before you say hello
The caller's name, their history and their open job appear on the handset or in the app as it rings, so the first thing out of your mouth is their name and not "who am I speaking with".
02 · DURING THE CALL
Click to call from anywhere
Ring a client straight from the record in your practice or ledger system, without ever typing a number. Fewer wrong numbers, and every call logged against the right file automatically.
03 · AFTER THE CALL
Notes that write themselves
Recording, transcript, AI summary and the next action land in your CRM or your shared drive. Nobody has to remember what was promised on a Friday afternoon.
Why Uniden, and not the other twelve
An Australian platform for a practice built on confidentiality
Client financial conversations are among the most sensitive a firm handles. Very few platforms keep them onshore end to end, and almost none are backed by a brand Australians have known since 1966.
Onshore, end to end
Designed and built in Australia, hosted in Australian datacentres, and supported by Australians you can actually get on the phone. Your customer conversations do not leave the country.
An accent that lands
The AI answers in a genuine Australian voice. It matters, because a caller who thinks they have reached an offshore call centre hangs up before you get the chance to help them.
Onshore, and that matters here
Calls, recordings and transcripts stay in Australian datacentres, on an Australian owned platform, supported by Australians. Client financial conversations never leave the country.
One provider, one bill
Keep your numbers including 1300 and 1800, and take the NBN connection from us too. Fewer vendors to chase when something goes wrong at the worst possible moment.
Straight answers
The questions accounting practices ask us first
Will the AI give tax advice?
No, and we configure it specifically not to. The agent handles practice information: fees, services, what documents to bring, deadlines, appointment booking and status. It does not interpret tax law and it does not advise.
Anything that requires professional judgement is escalated to the right person with the question already captured, which makes the callback short and useful rather than exploratory.
Can it chase outstanding client documents?
Outbound AI agents can work through a list and make the calls, which is the job that otherwise never gets done. Clients get a phone call rather than a fourth email, and the responses are logged.
Practices tell us this is the single most valuable outbound use, because it directly shortens the lodgement program.
Is client confidentiality respected?
The platform is Australian owned, Australian hosted and Australian supported, so calls, recordings and transcripts stay onshore rather than being processed offshore.
You control what is recorded, retention periods and who can access it. We would suggest matching those settings to your own professional obligations rather than accepting defaults.
What happens when the AI cannot help?
It hands over, and you decide where. Anything requiring professional judgement, plus any dispute or ATO matter can go straight through to a person, to a specific queue, or to a manager's mobile.
The caller is not asked to repeat themselves either. Whoever picks up gets the context the agent already gathered. Outside hours the agent takes the details, sends an SMS confirmation and queues the callback.
Do I have to change my phone number?
No. Number portability is standard, including 1300 and 1800 numbers, so the number on your letterhead, your engagement letters and your directory listings and on years of Google results stays exactly as it is.
We port it across and plan the cutover around your hours, not ours.
What happens if the internet drops?
Calls keep flowing. The mobile app keeps working over 4G and 5G, so your people can answer on their handsets while a site connection is down, and call flows can be set to divert to mobiles automatically.
You can also take your NBN service from Uniden Voice, so the connection and the phone system are one provider with one support number, instead of two companies each suggesting the problem belongs to the other.
How long does it take to get running?
A single site can be live quickly, because the apps need no hardware and the handsets arrive ready to plug in. The part worth doing properly is the call flow and the AI agent's knowledge of your business, and we build that with you rather than handing you a manual.
Number porting is the one step with an external timeline, so we usually run your new setup alongside the old line until the port completes. You never trade a day without a phone.
Now You're Talking
Protect the billable hours and win the switching clients
Book fifteen minutes. Show us how calls reach your practice today, and we will show you the version that survives July.
1300 881 662 · info@unidenvoice.com · www.unidenvoice.com