Why Accounting Firms Choose Us
Virtual Receptionist
Never miss a call. Add thousands a month in revenue and retain customers by as much as 97% over traditional systems.
Scale for Tax Season
Add temporary lines in January, remove them in May. Pay only for what you need
99.99% Uptime
Never miss a client call with enterprise-grade reliability
Flexible Workloads and Integrations
Saves time for all staff members and makes for an excellent customer experience.
Features for Financial Professionals
Everything you need to serve clients professionally and stay compliant
Compliance Call Recording
Automatic call recording with secure cloud storage for IRS documentation and client dispute resolution.
Learn MoreTax Season Scaling
Instantly add phone lines during busy season and scale back afterward. No long-term commitments.
Learn MoreCloud PBX
Professional phone system with no hardware. Works from your office, home, or anywhere you need to be.
Learn MoreClient Video Meetings
HD video conferencing with screen sharing for document review and remote client consultations.
Learn MoreAuto-Attendant
Professional greetings and call routing. Direct clients to the right department without missing calls.
Learn MoreUnified Messaging
Voicemail-to-email transcription, SMS, and fax in one platform. Never miss an important client message.
Learn MoreMobile App
Take client calls from your business number on your mobile device. Keep personal and work separate.
Learn MoreCall Analytics
Track call volumes, response times, and staff performance to optimize client service.
Learn MoreSimple, Transparent Pricing
Choose the plan that fits your practice
Professional
For small offices who need a flexible and affordable system
- Minimum 3 Users
- Unlimited Calls in US and Canada
- Unlimited Auto-attendants
- Mobile and Desktop App
- Setup Included
- Voicemail Transcription
- 1 local number included per account
- +$5/user to add a new VoIP desk phone
* AI Virtual Receptionist answers all your calls 24/7, weekends, and holidays. Sounds as good as any human, can answer basic questions, give customer service, can live transfer calls to anywhere, and book, modify, cancel, or even follow up on appointments off your live calendar or CRM.
