Two Numbers, One Phone
The alternative most firms fall into is giving a few clients the cell number "just for emergencies," and then living with that decision for years.
Your Cell Number Stays Yours
Business calls go out as the office number. The client who calls back in August reaches the firm, not you on a Saturday at your kid's game.
The Office Comes With You
Calling, texting, voicemail, and transfers behave the same on a phone as they do at the desk. Fieldwork, kitchen table, airport gate.
Same Extension, Different Device
Your extension rings wherever you're signed in, and a live call moves to the desk phone without hanging up on anyone.
The Whole System, on a Phone Screen
HD calling, business texting, voicemail, transfers, and your extension, all in the app. Nothing got trimmed to make it fit on a phone, which is the usual disappointment with a vendor's mobile version.
- HD Voice Over Wi-Fi or Cellular
The app takes whichever connection is holding up better and adjusts when that changes mid-call.
- Business Texting
Send and receive texts from the office number, threaded like every other conversation on your phone.
- Do Not Disturb on a Schedule
Set the hours business calls stop ringing. Your personal phone keeps working normally, which is the entire point of the feature.
- Encrypted Calls and Messages
Calls and messages are encrypted in transit, so client detail discussed from a parking lot gets what it gets at the office.
Sarah Davis — 2:34
Robert Chen
9:23 AM
Lisa Park
Yesterday
Mike Johnson
Yesterday
Who It's For
People who answer client calls after five and would rather not do it from their own number
CPAs & Tax Pros
Return the 6pm call from your kitchen in March, and keep your cell number out of the client's contacts.
Attorneys
Reachable for the urgent matter and unreachable for everything else, without carrying two phones.
Remote Teams
Everyone runs on the same system whether they're in the office, at home, or somewhere with a usable signal.
Field Professionals
Advisors and consultants stay on the office number between client sites.
Can you send me the K-1 form?
Meeting confirmed for Thursday
Thanks for the update!
Documents received. Will review.
Texting Clients From the Office Number
Clients text more than they call now, and they text the number they have. Make that the office number, and a text about a missing K-1 lands somewhere the whole firm can see instead of on one person's personal phone.
History syncs across the mobile app, the desktop app, and the browser, so a thread you started on your phone at a client site is right there when you sit down.
Frequently Asked Questions
Which devices does the mobile app support?
iOS and Android, phones and tablets, on current OS versions. If your team is split between iPhones and Androids, nobody ends up with the lesser version of the app.
Will clients see my personal cell number?
No. Outbound calls show your business number on their caller ID, and incoming business calls ring in the app rather than on your regular line. Your cell number never enters the conversation.
Can I set work hours so I'm not disturbed after hours?
Yes. Do Not Disturb runs on a schedule you set. Business calls go to voicemail during those hours, your personal calls come through as usual, and the firm's after-hours routing covers whatever comes in.
Does the app work without Wi-Fi?
It works on Wi-Fi or cellular data and switches to whichever is steadier. Anywhere you have a usable connection, you have your office line.
Can I transfer calls between the app and my desk phone?
Yes, with a tap. A live call moves between the mobile app, your desk phone, and the desktop app without hanging up and calling back, which is useful when a client catches you halfway to the car.