You're with a client. We pick up.
OuiLine answers when your team can't. It takes the message, notes the appointment request and sends it to you in writing.
The demo answers for a fictional firm, Cabinet Boréal CPA. Try it in French or in English.
What it does, and what it doesn't
A virtual receptionist is not an accountant. It greets, takes notes and passes them on. Anything that touches a client file stays in your hands.
It does
- Answers in Quebec French, and in English if the caller prefers
- Gives your hours, address, services and starting prices
- Takes the appointment request: client type, reason, two available times
- Takes the message and reads the number back to confirm it
- Flags a notice from Revenu Québec or the CRA as a priority
- Says it is a virtual assistant when asked
It doesn't
- No tax or accounting advice, however simple
- No information about a file: not "it's ready", not a refund date
- It doesn't confirm an appointment time: your team does
- It never asks for a SIN or banking details
- It makes nothing up: if it doesn't know, it takes a message
Everyone is in a meeting. The phone rings.
Fictional conversation, to show the kind of call it handles.
OuiLineCabinet Boréal CPA, hello! This is Amélie, the firm's virtual assistant. How can I help you?
CallerHi, I got a letter from Revenu Québec and I don't know what to do with it.
OuiLineI understand. I can't comment on the letter, but I'm flagging it as a priority right away. What is the date on the letter, and does it give a deadline?
CallerIt's dated October 28, and they want documents within thirty days.
OuiLineGot it. What number can an accountant call you back at?
We handle all of it. You try it before your clients do.
You keep your number. Calls reach OuiLine through simple call forwarding, only when you decide.
You brief us
Hours, services, prices that can be quoted, and the ten questions you get all the time.
We prepare it
We write its instructions with your firm's real information.
You test it
You call it, ask your hardest questions, and we adjust.
We switch it on
Call forwarding from your line: always, after hours or on overflow.
One plan
| Setup | Included |
|---|---|
| Languages | French and English |
| Summary after each call | By email |
| Changes to its instructions | Included |
| Commitment | Three months, then month to month |
| Taxes | Extra, where they apply |
What firms ask us
Will my clients know they are talking to an AI?
Yes. It introduces itself as the firm's virtual assistant and confirms it when asked. The goal is to answer quickly, not to mislead.
Do I have to change my number or phone system?
No. You turn on call forwarding from your current line. You can limit it to unanswered calls, closed hours or tax season.
Can it tell a client whether their return is ready?
No, by design. It has no access to any file. It takes a callback request so someone on your team answers.
Does it book appointments straight into my calendar?
Not yet. It notes the request with two available times, and your team confirms. Direct calendar booking is planned.
Does it replace my receptionist?
No. It takes over when nobody can pick up: simultaneous calls, meetings, lunch, evenings and peak season.
Hear it answer for your firm
Send us your firm's name and website. We'll prepare a demo with your own details, with no commitment.
contact@ouiline.ca