PhonePad gives Australian accounting firms a reliable, structured system for capturing, routing, and tracking every client message — so nothing gets buried under the end-of-year avalanche.
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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.
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.
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.
get started today
Put PhonePad to work in your accounting firm for 30 days, completely free. No credit card, no commitment — just a better way to handle every client call, every day of the year.
30-day free trial • Windows desktop • No credit card required
Australian support
