What does a typical call summary look like that gets sent to our team?

For Accounting Firms

A call summary generally includes the caller's name and contact information, whether they identified as a new prospect or existing client, the reason for the call, and the answers to whatever qualifying questions your firm configured, entity type, estimated revenue range, service needed (tax prep, bookkeeping, payroll, advisory), and urgency. If a consultation was booked, the summary shows the date, time, and assigned partner or preparer, pulled directly from the calendar sync. If the call did not result in a booking, for example a general question about pricing or deadlines that Voksha answered directly, the summary notes what was asked and what was said, so your team has visibility into the kinds of questions prospects and clients are raising even when no follow-up action is needed. For calls flagged as needing partner attention, an urgent client issue, a high-value business prospect outside the standard script, or something Voksha could not confidently handle, the summary is marked for callback with enough context that whoever follows up is not starting cold. During tax season, firms often review these summaries in aggregate rather than call by call, looking at the day's volume, how many new prospects called versus existing clients, how many bookings resulted, and how many calls needed a partner's direct follow-up. This aggregate view is also useful after the season ends, giving a firm real data on how many leads came in during the surge, what portion converted to booked consultations, and where in the funnel prospects tend to drop off.