Every Client Call

Handled with Precision.

In financial services, trust starts before the first meeting. CallTegic gives CPAs, advisors, and financial professionals a polished, professional front desk — so every caller feels valued from the very first hello.

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Professional reception for

financial services professionals

CPAs, financial advisors, tax professionals, insurance agents, and wealth managers trust CallTegic to handle every client call with the discretion and professionalism their practice demands.

Flexible and client-centered

Whether you need full-time coverage, overflow support during busy season, or weekend availability — we work around your schedule. Every caller receives a consistent, professional experience no matter when they call.

Stay in control

Set your availability, call handling rules, and transfer preferences during onboarding. Update them anytime. We follow your lead — so your clients always reach the right person at the right time.

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"Tax season used to mean missed calls and frantic voicemails. Since we started using CallTegic, our clients always reach someone professional, appointments get booked without us lifting a finger, and we can actually focus on the work in front of us."

Frequently Asked Questions

How do I get started with CallTegic?

Getting started is simple. Sign up for a plan, complete a short onboarding call with our team, and we'll build your custom call script (if needed). From there, forward your business number to us and we're live — typically within 24 hours.

Do I need to sign a long-term contract?

Never. All CallTegic plans are month-to-month. You can upgrade, downgrade, or cancel at any time.

How do your receptionists know what to say?

During onboarding, we work with you to build a custom call script tailored to your business. Your receptionists learn your brand, your services, and exactly how you want calls handled — so every caller feels like they reached your real office.

Will callers know they're talking to a virtual receptionist?

Our receptionists answer in your company name and follow your script, so the experience feels completely in-house. Most callers have no idea they're speaking with an outsourced team.

What happens when I receive more calls than my plan includes?

If you exceed your monthly minutes, additional usage is billed at $2.50 per minute. You'll always be notified before any overages apply.

Are your receptionists based in the U.S.?

Absolutely. Every CallTegic receptionist is U.S.-based. No offshore agents, no language barriers — just professional, clear communication every time.

Is there a setup fee?

There is a one-time setup fee of $50, which covers your custom script build, onboarding, and account configuration.

What counts as a "minute"?

Minutes are calculated from the moment our receptionist answers your call to the moment it ends. Short calls under 30 seconds (such as wrong numbers or hang-ups) are not counted.

Can I change my plan?

Yes, you can upgrade or downgrade your plan at any time from your account dashboard. Changes take effect at the start of your next billing cycle.

Can CallTegic book appointments for my business?

Yes. Our receptionists can schedule appointments directly into your calendar using tools like Google Calendar, Calendly, and more — based on the availability you set.

What are CallTegic's hours?

Our receptionists are available 7 days a week, from 8am to 8pm EST, including weekends and holidays.

What happens if someone calls outside of your hours?

Outside of our coverage window, calls can be directed to a voicemail box or a custom after-hours greeting — so callers always hear a professional message, never a dead line.