tax professional working on Revenue


CJ Williamson




Apr 14, 2022


As a tax professional, you understand the importance of revenue. So when there is a possibility to boost revenue, why not take advantage of it? Virtual receptionists are one of the many resources available to tax professionals that can boost revenue and increase client satisfaction. Posh is a business phone answering service that has helped many tax professional increase their profit. Read more to discover how. 

Virtual Receptionist for Tax Professionals

Like many other industries, a tax professional can benefit from a virtual receptionist for several reasons. With a virtual receptionist, your calls are answered and directed to the right person without needing someone in the office. With administrative tasks taken care of and customers’ needs addressed, you can expect to spend less time on the phone and more time doing what you do best. 

How the Best Virtual Receptionist Boosts Revenue

As a tax professional, you work with money every day. You can help others save money and budget, but now it’s time to listen to your advice. With a virtual receptionist, you can boost your company’s revenue and discover hidden profits. The best virtual receptionist will help you do this through out-of-hours call handling, scheduling, increasing productivity, saving your money, improving customer service, and streamlining communications. 

Call Handling

How often are you interrupted by a solicitor or a customer needing assistance on something on an average day? Screening calls are one of the many duties assigned to a virtual receptionist. Now, when you need to focus on a task, you can set your availability to do not disturb. Your calls are still answered, but you remain uninterrupted and focused on your project. 

Out-of-Hours Call Handling Service

When new clients or customers need assistance, it can be frustrating to discover the company you called is closed. This frustration can result in lost business and upset customers. With a virtual receptionist, your business can continue to take calls outside of regular business hours. Instead of letting the client go to voicemail and answering their questions the next business day, your virtual receptionist will address their concerns right away. Now, you don’t have to worry about losing business and customers because they are taken care of.

Scheduling Appointments

Taking time out of your day to schedule an appointment can be tedious. With a virtual receptionist, you can decrease the amount of time spent scheduling appointments and instead work on time-sensitive tasks. Your schedule will always remain busy and up to date, but you don’t have to worry about it. Your virtual receptionist has it taken care of for you. 

Increasing Productivity

Virtual receptionists are experts at screening calls. That means only the calls that need your attention are sent to you. This allows you to focus on the current tasks and finish significant projects instead of screening a call. Similarly, capturing lead information can take a while. Instead of doing it yourself, why not rely on a virtual receptionist? They have the ability to capture lead information and ensure they are qualified leads before scheduling an appointment for you. 

Save Money

With a virtual receptionist, you can save money while boosting your revenue. Instead of spending money on a salary, benefits, and overtime (like an in-house receptionist), a virtual receptionist is paid by the minute. That means you only pay for the time you use a virtual receptionist’s services. This can result in a much lower monthly fee. Plus, as you grow, your virtual receptionist can grow with you. 

Improve Customer Service

Customers are the lifeblood of your business. So when it comes to how they are greeted and treated, it can make all the difference. When you use an automated service to answer calls, customers may feel they are not important enough. When greeted with a warm, welcoming, and knowledgeable voice, customers are more likely to stay on the line and use your services. 

Similarly, if your phone isn’t answered or calls aren’t appropriately transferred, your business can seem inefficient. When customers worry about the efficiency of your business, they can decide to pursue a different business. A virtual receptionist professionally represents your business and gives callers a great impression of your company.

Streamline Communications

One of the main problems businesses face is a lack of transparent communication. With a virtual receptionist, you never have to worry about that. After every call, a detailed call log is sent to your email, outlining the caller’s questions, name, and other necessary information. If you already have a process for this, don’t worry; a virtual receptionist can seamlessly integrate into it. 

A few virtual receptionist businesses offer a mobile app that can streamline communications even more. With the press of a button, you can change your availability, answer messages, manage incoming calls, and more. A clear line of communication has never been more accessible. 

Posh Offers the Best Business Phone Answering Service

Posh is the best virtual receptionist service available! We offer all of the above benefits and more. With a Posh virtual receptionist, you get an out-of-hours call-handling service; the ability to integrate into your processes; an app that creates customizable call handling; and a warm, welcoming voice that takes the time to know your business. Let Posh become an extension of your business, and try it out today!

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