// Workbench Reception
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Accounting firms

Your clients call
while you are with
clients.

Joe answers your calls and texts 24/7. Handles BAS and EOFY overflow. Captures every new client enquiry while you are in meetings, doing returns, or simply concentrating. Built for Australian accounting and bookkeeping firms.

$275K estimated annual revenue lost to missed calls per firm
Live demo line
Try Joe yourself.

Joe is answering as Sunshine Plumbing & Gas, a fictional business on the Sunshine Coast. Try her to see how she handles enquiries.

+61 485 067 607
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No registration. Real Joe. Real responses.

The problem

The accounting profession has the highest missed-call revenue leakage of any industry.

You are in a meeting with a client. Your phone rings. You cannot answer. The caller tries another firm. This happens dozens of times a week at most small practices.

BAS quarters and EOFY create enormous call spikes. Your staff (if you have staff) are already stretched doing the actual work. Hiring a receptionist costs $60,000-$70,000 a year before super and leave.

Virtual receptionist services charge $3-4 per call, adding up fast during busy periods. And they cannot answer accounting-specific questions like "when is BAS due?" or "do you handle trust returns?"

The result: an estimated $275,000 per year in lost revenue from missed calls. That is more than any other profession measured.

$275K
modelled annual revenue leakage from missed calls, per accounting firm
Modelled scenario, not a survey. Source: Australian Missed Call Index 2026, Valory AI, April 2026.
See Joe in action

Text like a client. See what happens.

These are real enquiries accounting firms deal with every day. Try them on the demo line.

A · New client enquiry
"Hi, I need an accountant to do my BAS. Do you take new clients?"

Joe captures the enquiry, asks what type of entity (sole trader, company, trust), and sends you a qualified lead ready for a callback.

Send this text →
B · Existing client follow-up
"When is the next BAS due? I got a letter from the ATO and I am not sure what to do."

Joe handles the common question (BAS due dates), reassures the client, and flags the ATO letter to you for follow-up.

Send this text →
C · EOFY rush
"I need to get my tax return done before June 30. Can you fit me in this week?"

Joe spots the urgency, captures details, and pings you immediately so you can prioritise the high-value appointment.

Send this text →
Built for accounting firms

Joe speaks your clients' language and knows the calendar.

Common enquiries Joe handles

  • New client onboarding enquiries
  • BAS lodgement and due dates
  • Tax return booking requests
  • ATO correspondence follow-up
  • EOFY preparation appointments
  • Bookkeeping service enquiries
  • Trust and company setup questions
  • Pricing and fee structure queries

There are approximately 43,000 registered tax and BAS agents in Australia. The majority are sole practitioners or firms with fewer than five staff. Most do not have a dedicated receptionist.

During BAS quarters and EOFY, inbound call volume can spike 3-4x. These are not casual enquiries. Clients calling about BAS are calling because they need help now. If nobody answers, they start looking for someone who will.

Joe knows the accounting calendar, common client questions, and your specific services. She answers professionally, captures the right details, and sends you everything you need to call back prepared.

BAS & GSTTax returnsEOFYBookkeepingTrusts & companiesATO matters

Joe + TaxBench: a bundle no competitor offers.

We also build TaxBench, an AI-powered tool that converts bank CSVs into BAS-ready and EOFY-ready financial statements. Pair Joe with TaxBench and you have an AI receptionist that catches every client, plus an AI tool that speeds up the work itself.

Joe (Reception)

Answers calls and texts 24/7. Captures new client enquiries. Handles BAS due date questions. Sends you qualified leads.

TaxBench

Upload a bank CSV. Get a BAS-ready or EOFY-ready financial statement. Categorisation, GST, and summaries handled by AI. From $29/upload.

What is included

Everything you need to never miss a client call.

01

Dedicated AU mobile number

SMS and voice on a real Australian number. Use it on your website, business cards, and Google listing.

02

24/7 client answering

Every text answered in seconds. Every call picked up. After-hours, weekends, BAS deadline weekends. No voicemail.

03

Client qualifying

Joe asks what they need (BAS, tax return, bookkeeping), what type of entity, and captures their details. You get a ready-to-call lead.

04

BAS and EOFY overflow

During the busiest periods, Joe handles the volume. No missed calls, no frustrated clients, no extra staff costs.

05

Xero invoicing

Accepted quotes become draft invoices in Xero with one tap. Contact synced, GST handled.

06

One-tap MUTE

Already speaking with a client? Text MUTE and their number. Joe steps back for 24 hours.

07

Full conversation log

Every text and call logged in your own Google Sheet. Nothing hidden, nothing locked behind a login.

08

Same-day setup

We onboard you ourselves. Your services, your specialties, your pricing. Direct line to the team that built it.

Pricing

Simple pricing. No lock-in.

A full-time receptionist costs $60,000-$70,000 a year. Per-call virtual receptionists add up fast at $3-4 per call during BAS season. Joe is a flat monthly rate with no surprises.

Workbench

$150 / month
+ $400 once-off setup · Xero invoicing included
  • Month-to-month, no lock-in
  • Annual option: $1,500/yr (save 2 months)
  • 500 customer messages/month included
  • Dedicated AU mobile number, calls and texts
  • Full feature access from day one, same-day setup
  • Direct line to the founder, not a support queue

First 30 days are on us if Joe doesn't earn her keep.

Run Workbench for a month. If Joe hasn't caught you at least one job you would have missed, tell us and you don't pay for that month. No forms, no argument.

Prices in AUD. GST not yet applicable. Pricing last updated 11 September 2026.

FAQ

The straight answers, for practices.

Does Joe know BAS and lodgement deadlines?
Joe is briefed on your practice, not on tax law. She knows your services, your fees, your hours, your turnaround times and what you do not take on, so she can answer a client asking whether you are taking BAS work on and get the details into your hands. She does not give tax or lodgement advice, and she says so.
What happens when clients ring during the BAS or EOFY rush?
That is the point of her. Joe answers every call and text at once, no queue and no voicemail, captures who is calling and what they need, and texts you the ones that matter. Deadline-driven callers get an answer in seconds instead of a callback tomorrow.
Will my clients know they are talking to AI?
If they ask, Joe says yes in the first sentence. She never pretends to be a person. Most clients care far more that someone answered at 7pm in July than about who it was.
Do you service my area?
Australia-wide. Workbench is run from the Sunshine Coast and supports firms in every state and territory. Your service includes a dedicated Australian mobile number for calls and texts.
Can Joe qualify a new client enquiry?
Yes. She asks the questions you tell her to ask, entity type, turnover, what they need, who they are with now, and logs every answer in your Google Sheet. You get the summary by text and decide who is worth a call back.
What does it cost and am I locked in?
$150 per month plus a $400 once-off setup, month-to-month, no lock-in, Xero invoicing included. If Joe has not caught you at least one client you would have missed in the first 30 days, you do not pay for that month.

Ready to stop missing client calls?

+61 485 050 078
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