Frequently Asked Questions
Can Rosie answer detailed questions about my accounting services?
Can I get help setting-up Rosie?
Yes! Rosie is trained on the specifics of your accounting business, including tax preparation, bookkeeping, payroll, audits, and more. She can explain what’s included, how your services work, and when you're available, so clients get clear answers right away without needing to speak with you directly.
Of course! Our team is around to answer any questions you may have as you get started with Rosie. Just chat us from within the Admin.
Can Rosie help screen and qualify new accounting clients?
Do you have a free trial period?
Definitely. Rosie gathers key information from every caller - like what service they’re looking for, how urgent it is, and their preferred timing. That way, you can prioritize the right leads and avoid wasting time on low-value or mismatched inquiries.
Yes, all plans include a 7 day free trial.
Can Rosie give pricing for things like tax returns or monthly bookkeeping?
Can I keep my phone number?
Absolutely! Rosie can provide pricing details based on your pre-set rates for services like tax preparation, bookkeeping, or consultations. You just set the parameters, and she can respond to client questions with accurate, up-to-date pricing, saving you time and ensuring consistent communication.
Yes! There's no need to change your existing business number. We'll walk you through the call forwarding set-up within your existing phone system.
Can Rosie handle multiple callers at the same time?
How long does it take to set-up?
Yes! Rosie can easily manage multiple calls at once, making sure that no client has to wait in a queue. Whether you're in a meeting or busy with client work, Rosie picks up every call, answers inquiries, and keeps things moving without missing a beat.
It's quick! We scan your website to train Rosie immediately. Then you just confirm your data is accurate, add any FAQs and message requirements and you're good to go.
What happens if Rosie doesn’t know the answer to a customer’s question?
If Rosie comes across a question she can't answer, she'll let the customer know and offer to have someone from your team follow up. She can also direct them to your website or a contact form so every customer gets the info they need - even if it's not something Rosie can handle right away.
Can Rosie give customers pricing estimates or service availability?
Rosie can give pricing estimates in the Growth Plan and can provide general pricing information based on the info you provide in the FAQs feature on all other plans. She can also inform customers about service availability and send booking links, ensuring they get the details they need fast - helping you secure more jobs with less hassle.
Can you help us get set up?
Absolutely! We offer a free consultation once you sign up, and our Support team is around to answer your questions any time.
How do we connect to our phone system?
It’s easy. We’ll create a phone number for you when you sign up. Then you simply forward calls to your new Rosie number when appropriate.
Does Rosie work with Google Voice?
Yes, you can use Google Voice with Rosie. We will walk you through linking your new Rosie number to Google Voice when you’re ready to launch.
How much does Rosie cost?
