Add lines for tax season. Remove them in May.
Call volume in an accounting firm is not steady. It climbs from January, peaks in the weeks before a filing deadline, and drops away after. Paying per user means your phone bill can follow the same curve.
What gets in the way, and what fixes it
Deadline week swamps the phones
A call queue holds callers in order instead of sending them to voicemail. The Queue Access Center shows who is waiting, so you know when to pull someone in to help.
Seasonal staff need a line for three months
You can add or remove users at any time. A seasonal preparer gets a line in January and gives it back when the season ends.
Clients would rather send a photo than visit
Business texting sends and receives pictures from your business number. A client can text a photo of a document, and the whole team sees the thread.
Some documents still arrive by fax
A fax extension receives faxes as documents in a shared inbox. No machine and no dedicated line.
A typical starting setup
- IVR | Interactive Voice Response
Routes individual, business and bookkeeping clients
- Call Queue
Main client line, so nobody is sent to voicemail in deadline week
- Queue Access Center
Shows who is waiting while it is still busy
- User Phone Extension
One per preparer, including seasonal staff
- Fax Extension
Documents from clients and the offices that still fax
Every setup here fits the Business plan, which includes every call-flow feature, texting and fax. Essentials includes one IVR, ring group or shared voicemail, and more are available as add-ons.
On Business, a team of 5 pays $200 a month, before taxes and government fees.
Start with the lines you need today
Create your account and add users as you grow. Remove them when you don't need them.
Or call us on (877) 575 - 9527