The Top Choice in Phone Systems for Accountants

  • October 16, 2019
  • Author: Keith Young

A successful accounting firm prioritizes communication. Ensuring customer satisfaction requires availability to answer calls, even – especially – during busy seasons. This is easier said than done. 

A cloud phone system is a robust tool that gives your accounting firm the ability to offer exceptional customer service and get things done. This business communications solution helps you manage and deliver accurate information securely for high level business performance.  

Best Phone Features for Accountants

The powerful suite of enterprise-grade features available with a hosted phone system allows accountants to support each client’s evolving financial and accounting needs. 

  • Integration with your technology ecosystem: Automatically log client calls and sync them to your CRM (customer relationship management system). 
  • Click-to-Dial: Save time by clicking a contact to initiate a call instead of having to dial their number manually. Eliminate dialing errors and make calling easy with functionality similar to mobile web browsing. 
  • Auto-Attendant: A “virtual receptionist” that automatically screens and directs calls to the appropriate extension.
  • Voicemail-to-Email and Voicemail Transcription: Stay connected in a way that’s most efficient for you. Your voicemail arrives as transcribed text directly to your inbox. 
  • Mobility: With mobile solutions for desktop, Android, and iOS, you can work anytime and anywhere. 
  • Call Forwarding & Call-Back Technology: Eliminate hold wait times for callers. Never miss an important call.
  • Conference Calling: Support a mobile workforce and conveniently connect with anyone from anywhere. 
  • Cloud Fax: Send and receive paperless faxes securely and manage your files efficiently.

There are many more features of a hosted phone system that will benefit your accounting firm.

Seamlessly Scale Your Accounting Firm

As your accounting business grows, your team with grow, too. With a hosted phone system, scaling your business is simple

A cloud phone system is quick and easy to set up. Users simply plug in their new phone and use it instantly. As staff members are added to your team, no new phone lines or extensions are required. 

Your communications system doesn’t have to be a significant source of extra expenses when your business grows. The affordability of a hosted phone solution makes scaling your business easier. Superior features and functionality at a fraction of the cost and technical support are included in the cost of your phone plan. 

Support the Success of Your Accounting Firm

A cloud phone solution is on a private, secure, and reliable network. Using industry-standard security practices, our cloud-hosted solution protects your data, helping you to establish and maintain trust with your clientele. 

“Our cloud phone system has proven to be a great asset of our firm. It has improved the level of customer service we can offer because of the added features.

Some of our staff work part-time. With automated routing of inbound calls, we ensure that our clients are taken care of, even when their accountant is unavailable that day. 

The ability to record calls helps us with client file retention when we’re working with various outside tax agencies. 

Our UnitedCloud phone system is an invaluable tool in the success of our company.”

Hisham of Abbadi Professional Corporation CPA

Set your accounting firm up for success with a hosted phone solution. Increase productivity, save time and costs, build and maintain trust, and provide professional service with every client interaction. 

For more information about the top phone system for accountants, contact a UnitedCloud specialist today

Click here to download our Accountant Phone System brochure.

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