Self-assessment season doesn't wait for a free line. A client calling about their tax return while your team is fully committed will call the next firm on the list — and often stay there. ForgeMason answers every call instantly regardless of volume, captures the enquiry in full, and queues callbacks by priority so your team works through them in order, not at random.
AI picks up from the first ring — no engaged tone during self-assessment season, no voicemail when your team is in client meetings.
Self-assessment, limited company accounts, payroll, VAT, bookkeeping, new client or existing client query — categorised immediately.
Business type, approximate turnover, service required, deadline urgency, and preferred contact details — all structured for your team.
Urgent deadline enquiries flagged immediately. Routine callbacks queued in priority order. Your team starts the day with a structured list.
Caller receives a confirmation text — callback booked, time agreed. No caller left wondering whether anyone received their message.
Unlimited concurrent calls during January and October peaks. No engaged tone, no voicemail — every caller answered and captured.
Service required, business type, turnover range, and contact details captured. Enquiry routed to the right partner or manager.
Callers mentioning filing deadlines or HMRC penalties are flagged as urgent. Your team sees these first each morning.
Callbacks booked directly into your diary. Caller receives a confirmation text with the time — no follow-up needed.
Post-filing season review requests sent automatically. Builds your Google profile during the quieter spring months.
ForgeMason captures admin details only — no financial figures, no tax information. UK GDPR compliant throughout.
Price-Beat Promise. Found a like-for-like service cheaper in Somerset or Dorset? We'll beat it.
Free 20-minute call. We'll show you how ForgeMason handles peak season volumes and captures every new client enquiry.