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For accountants, bookkeepers & BAS agents

Tax season enquiries, answered without breaking your billable day.

From July your phone does not stop, and most of it is the same four questions from people who are not clients yet. LexisGrid answers them around the clock, qualifies who is worth your time, books the intake call, and refuses to give advice it is not qualified to give.

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An accountant working through client files on a laptop with morning coffee
The problem

Every interruption costs you a billable block.

A practice run on chargeable hours cannot afford a front desk, but also cannot afford to let the phone ring out for three months of the year.

July to October is relentless

Individual return season triples your enquiry volume without tripling your capacity, and it lands while you are heads-down in lodgements.

Answering it yourself is the expensive option

Every call you take to quote a basic return is a block you could have billed. Every one you miss is a client who rang the next firm on the list.

The enquiry email nobody owns

Fee questions, document chasing, 'are you taking new clients' — all sitting in an inbox that gets read between jobs, if at all.

In your words

Helpful on process. Silent on advice.

This is the line that matters in a regulated practice. LexisGrid handles fees, turnaround times, what to bring, lodgement deadlines, engagement steps and who does what — and it is configured to refuse anything that amounts to tax, financial or BAS advice, escalating instead.

A hard line on advice. It never tells anyone what they can claim, what they will owe, or how to structure anything. Those questions are noted and escalated to a registered agent.

New clients qualified before they reach you. Entity type, turnover band, how many years outstanding, whether they have a current agent — captured in the conversation, so you know what you are picking up.

Intake calls booked, not chased. It offers genuinely free times from your live calendar and books the consultation, with the document checklist sent automatically.

Email answered in your tone. The enquiry inbox stops being a backlog. Written enquiries get a written answer, logged against the client record.

A phone on a desk showing a new enquiry arriving after hours
Email · 9:24 pm Wednesday
Are you taking on new clients? I've got two years of returns outstanding and a small sole-trader business.
We are taking new clients. For a sole trader with two years outstanding we'd start with a 30-minute intake call — that's $0, and we'd confirm the fee before any work starts. I have Tuesday 9:00 am or Thursday 2:30 pm free.
Tuesday 9. Roughly how much will I get back? I drive a fair bit for work.
Tuesday 9:00 am is booked, and I've emailed the document checklist. I can't estimate a refund or what's deductible — that's a question for the registered agent, and I've flagged the vehicle use so they can raise it on the call.
✓ Intake booked · deductibility question flagged for the registered agent, not answered
What it handles for you

What it takes off your desk.

The four pre-client questions

Are you taking clients, what does a return cost, how long does it take, what do I need to bring. Answered instantly from your own fee schedule.

Qualifying and triage

Individual, sole trader, company or trust; how many years behind; whether they are leaving another agent. You see it before you commit a minute.

Intake and consultation bookings

Straight into the right person's live calendar, with the document checklist sent and a reminder before the call.

Document chasing and deadline reminders

The follow-ups that always slip in September, sent automatically until the client actually supplies what you asked for.

✓ Live in days — we set it up ✓ Keeps your existing calendar & CRM ✓ No lock-in, cancel any time
Questions from principals

What practice principals ask us.

Will it give tax or financial advice?
No, and this is a hard guardrail rather than a preference. It handles fees, timeframes, document requirements, deadlines and process. Anything touching deductibility, liability, structuring or what a client will owe or receive is acknowledged, noted and escalated to a registered agent. It is configured never to answer it.
Does that keep us compliant with our TPB obligations?
It is built so that no advice is given by the receptionist, which is the part you can configure. It is not a compliance product and we would not present it as one: your obligations as a registered agent are unchanged, and you should have your own adviser confirm the setup suits your practice.
Can it handle client confidentiality?
Every practice runs in a completely separate account, and conversation records sit in your own system against the client record. We handle personal information under the Australian Privacy Principles — detail is in our privacy policy.
Will it quote our actual fees?
Only what you give it. Load your fee schedule and it quotes from that; leave something out and it says it will confirm with the practice rather than inventing a number.
What happens in the October rush?
Volume is where it helps most — it answers every enquiry in parallel rather than queuing them, so nobody holds and nobody gets a voicemail. It is the same price at any volume.

Related

Real estateInspections booked while the listing is hot. Clinics & allied healthBookings without crossing a clinical line. Privacy & dataHow client information is handled. Pricing$399/month, all in, no lock-in.

See it book a patient without crossing a clinical line.

Book a free 15-minute demo. We'll load your real services and prices first, so you're watching your own receptionist — not a canned script.

Book a free demo Ask our receptionist now

Or hear it answer a real call — ring 0495 098 999, or use Start web call at the top of the page.

See it qualify a new client at nine at night.

Book a free 15-minute demo. We'll load your real fee schedule and intake process first, so you're watching your own receptionist — not a canned script.

Book a free demo Ask our receptionist now

Or hear it answer a real call — ring 0495 098 999, or use Start web call at the top of the page.