Messaging

Accounting firms run on client relationships — and clients call constantly, especially around lodgement deadlines. PhonePad keeps every message accurate, delivered to the right accountant, and on the record.

Structured Message Forms

Guided fields prompt reception staff to capture caller name, business name, contact number, and the nature of the call. Every message is complete and consistent — whether it's a simple query or a deadline panic.

Route to Any Accountant or Principal

Send messages directly to the relevant accountant, senior manager, or principal. Each staff member has their own inbox — no shared message pile, no "I thought you handled that one."

Instant Popup Notifications

Accountants are alerted the moment a message arrives — via popup, notification balloon, or flashing taskbar icon. No more paper slips going unnoticed on a busy desk in the middle of a tax return.

Message Read Receipts

Know the moment an accountant has seen a message. The Read Receipt checkbox confirms delivery — valuable when a client is waiting on a callback about a lodgement or ATO correspondence.

Forward & Reply

An accountant can forward a client message to a colleague with added context, or reply to reception with instructions — all within PhonePad, with a full trail of who said what and when.

Message Printing

Print individual messages or a batch to paper, or export to RTF or PDF. Useful for adding to physical client files, printing for a partner review meeting, or keeping records for compliance purposes.

Service areas

From a sole practitioner to a multi-partner firm, PhonePad handles the full range of client communication. Here's how it helps across different service areas — and the calls that spike at the worst possible moments.

Tax & BAS

Deadline season call surges

Tax time and BAS periods bring a wave of anxious client calls. PhonePad handles the volume — every call logged, every accountant notified, no client left wondering if their message got through.

Business Advisory

High-value client callbacks

Business advisory clients expect prompt, professional responses. PhonePad's detailed message capture means advisors return calls fully briefed — no awkward "remind me what this is about?" moments.

SMSF & Superannuation

Trustee & member queries

SMSF clients often call with complex, time-sensitive questions about contributions, pensions, and compliance. Capturing the full context of each call means your specialist can respond accurately and efficiently.

Bookkeeping

Client & software queries

Bookkeeping clients call constantly with payroll questions, reconciliation issues, and software queries. PhonePad routes these to the right bookkeeper without clogging up the principal's inbox.

ATO Matters

Notices, audits & disputes

When a client receives an ATO notice or audit letter, they call immediately. PhonePad flags urgency, routes the message to the right person, and creates a timestamped record of when the firm was notified.

Multi-Partner Firms

Partner-level visibility

Partners and managers can see outstanding messages across the whole firm. Spot who's buried under callbacks, identify clients who've called multiple times without a response, and keep client service consistent.

Tracking & follow-up

In an accounting firm, a missed callback can cost a client relationship — or worse, a lodgement deadline. PhonePad ensures every message is followed up, every conversation is on the record, and nothing slips through under the pressure of peak periods.

Complete call history

Every message from every client is stored permanently. Look up any client and see the full history of their calls to the firm — when they called, who took the message, and what was actioned. Invaluable at tax time.

Reminders

Set a reminder on any message and PhonePad alerts you when it's time to follow up. Perfect for callbacks promised for a specific time, or clients who need chasing for outstanding documents before a deadline.

Reports

Built-in reports give partners and managers visibility over call volumes, response times, and pending messages across the firm — useful for team reviews and identifying service gaps during peak periods.

Staff availability (WhereRU)

The built-in In-Out Board shows who's in a client meeting, who's working from home, and who's available right now — so reception always routes messages to someone who can actually respond today.

Fast searching

Search messages by client name, business, accountant, or date. Find any message in seconds — critical when a client rings back to follow up and reception needs to quickly locate what was discussed earlier.

Inbox filtering

Filter messages by accountant, status, urgency, or date. See every outstanding message for a specific staff member at a glance — essential for partners covering for colleagues during leave.

Security & trust

Accounting firms handle sensitive financial and personal information. PhonePad keeps that data on your network — not in someone else's cloud — with the controls and audit trail your professional obligations require.

Client data stays on your network

PhonePad runs entirely on your local network. No client financial information or contact details ever travel through third-party cloud services. Your firm stays in control of its own data.

Full audit trail

Every message is timestamped and permanently recorded — who took the call, when the accountant read it, and what was actioned. A clear record of client communications if questions ever arise.

Data encryption

All PhonePad data is encrypted using industrial-strength encryption algorithms. Client messages and contact details stay private and protected at rest on your own servers.

Role-based access control

Three user levels — Standard, Manager, and Administrator — give you precise control over who can see, send, and manage messages. Protect sensitive partner communications from general staff access.

Multiple inbox access

Partners and senior managers can be granted access to multiple accountant inboxes — essential when covering staff on leave during peak periods, or managing client handovers between team members.

No subscription, no surprises

One-time licence fee. No monthly cloud costs that creep up as your firm grows. No per-user SaaS pricing that doubles when you take on a new graduate. Pay once, own it outright.

Infrastructure & reliability

Runs on your network, on your terms — no internet dependency, no subscription, no data leaving your office. Australian-made and supported.

Works on your network

PhonePad runs entirely on your local network. No internet connection required for day-to-day use — your firm keeps working even if the internet drops out in the middle of a busy lodgement morning.

Multi-location support

Offices in different suburbs or cities? PhonePad supports multi-site deployments — reception at one office can route messages to an accountant working at another location without missing a beat.

Australian-based support

Support comes directly from the developer — not a call centre. Real answers, fast. PhonePad has been running in Australian accounting firms and professional services offices for over 30 years.

PhonePad for Accounting Firms

Tax time or not, your clients never stop calling.

Messaging

Service areas

Tracking & follow-up