A calculator resting on financial documents on a desk
Stock photo, illustrative only. Not a JobCatch UK customer.
JOBCATCH UK FOR ACCOUNTANTS & BOOKKEEPERS

Make it easier for new clients to reach you

Deadline season, client meetings and month-end leave little time for the phone. JobCatch UK captures new client enquiries and notes any stated deadline.

Demonstration: the demo is an existing sample trades demonstration. It is not a provisioned receptionist for accountants & bookkeepers.

Callback: Request a callback opens a message form, then an email draft for you to review and send yourself. Nothing is sent or booked automatically.

Keep answering your own phone Phone and website enquiries Clear next actions
THE PROBLEM

Busy season is when new clients ring.

A small business owner worried about a deadline calls when your team is heads-down. If they cannot reach anyone, they ring the next practice on the list.

HOW JOBCATCH UK HELPS

Voice, Web and an optional Hub.

JobCatch Voice

When enabled and configured, unanswered calls are handled with approved questions and passed to a named person.

JobCatch Web

Website chat and smart forms capture service interest and preferred contact method, including out of hours. Requires setup on your website.

JobCatch Hub (optional)

An optional pipeline tracks prospective clients from first enquiry through to proposal, so none are forgotten in busy periods.

Features depend on package and agreed configuration. See pricing

ILLUSTRATIVE EXAMPLE

What a captured enquiry looks like.

An invented example, not a real customer case study and not a claimed result.

IllustrativeNOT A REAL CUSTOMER

“A small business owner asks about bookkeeping and VAT support.”

JobCatch UK captures the broad service required, the business type, a preferred contact method and any stated deadline, then offers a callback request. It does not give tax, VAT or accounting advice.

Information worth capturing
  • Business or individual
  • Broad service required
  • Business location
  • Preferred contact method
  • Any stated deadline
Next step: Notify the business or record a callback request for a person to follow up. A confirmed appointment is only offered if an authorised, connected calendar confirms availability.
WHAT THE BUSINESS SEES

An organised enquiry record.

Name, source, what they need, timing and next action. With the optional Hub, the sample pipeline may look like this:

New enquiryFollow-up neededIntro call bookedProposal sentEngaged / Lost

ILLUSTRATIVE ONLY · The pipeline is an organisational tool. An enquiry does not automatically become a sale.

WHY IT MATTERS

Fewer overlooked enquiries.

Deadlines noted early

Stated deadlines are recorded so your team can prioritise.

Fewer unreturned calls

Every enquiry has a recorded next action.

Better first conversations

Your team starts knowing the service and business type.

CLEAR LIMITS

What it will not do.

  • It does not give tax, VAT, payroll or accounting advice.
  • It does not quote fees or confirm capacity to take on a client unless you supply approved wording.
  • It asks only for broad service needs and does not need financial records, bank details or tax identifiers.
GOOD QUESTIONS

Straight answers.

Can it answer tax questions?

No. It captures the enquiry and passes it to a qualified person.

Should callers share financial documents?

No. The first contact captures only broad needs and contact details.

Can it quote fees?

Not unless you supply approved information. Otherwise it records a callback request.

Do we need the Hub?

No. It is the optional organising layer.

Can we try it first?

You can try the existing demonstration, which is a sample trades scenario and not set up for accountants & bookkeepers. Then request a callback to discuss suitability.

NEXT STEP

See how JobCatch UK could work for your business

Demonstrations are illustrative. Features, channel connections and automations depend on package and configuration. The callback button opens an email draft only.