Accounting

Business Phone System for Accountants


Accountants need a robust communication solution like a hosted phone system to help them manage and deliver accurate information for business performance, evaluation, security, confidentiality, and financial planning.


Powerful and Secure Convenience

A hosted phone system with a powerful suite of enterprise-grade features can give accountants the capability to support each client’s evolving financial and accounting needs.

Key features:

  • Click-to-Dial: Save time by clicking a contact to initiate a call instead of having to dial their number manually.
  • Auto-Attendant – A “virtual receptionist”; automatically screen and direct calls to the appropriate extension.
  • Mobility – With mobile solutions for desktop, android, and iOS so you can work anytime, anywhere.
  • Cloud Faxing – more secure; paperless; efficient file management.
  • Voicemail-to-email and voicemail transcription – stay connected in a way that’s most efficient for you, your voicemail arrives in transcribed text directly to your email inbox.
  • Integration with your technology ecosystem – automatically log client calls and sync them to your CRM (customer relationship management) system and click-todial functions.

… and much more.

Hosted Phone Helps Your Accounting Firm Succeed

As your accounting business grows, your team will grow, too. With a hosted phone system, scaling your business is simple – no new phone lines or extensions are required.

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

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


Web Phone


Visual Voicemail

Dial Pad with Easy Access to Recent Calls

Multi-Chat Board for Quick Communication

Manage Answering Rules and Greetings Presence and Chat Indicators

Expanded Android/iOS Softphones

Keep your mobile number secret by using your office number on your mobile phone.

Visual Voicemail Change

Answering Rules Remotely

Full Call History Presence Indicators for co-workers

Free WiFi Calling anywhere in the world


Exceptional Features

Office Manager Web Portal A dedicated portal that lets you control all functions and features of your phone system.

User Web Portal

An easy to use web portal for each user to review call logs, listen to and manage voicemail and change personal settings.

Call Conference (3 Way Calling) Add another outgoing call to an already connected call.

Call Forward


Selectable options on forward always, forward on busy, when unanswered or when offline. You can also redirect calls to your mobile phone/external phone number or a user inside your office.

Call Hold


Easily puts a call on hold while you answer another call.

Call Logs

Provides downloadable detailed call records by extension or by company.

Call Screening


Callers are required to record their name, and you get an audible option to accept/decline.

Call Transfer


Transfer calls to another user or outside phone number.t

Call Blocking

Block unwanted and/or anonymous callers.

Caller ID and Name Display Know who is calling before you answer with name and number display.

Caller ID Block

Block your caller ID from being displayed on outbound calls.

Click to Dial

Users can click to dial numbers and return calls in call history from their User Web Portal.

Do Not Disturb

Callers go directly to voicemail when you don’t want to be interrupted.

Emergency Assistance (911)

Set an address for individual extensions (users) or for your entire company so that responders know where to send help in the event of an emergency.

Find Me – Follow Me

Calls can be forwarded to multiple numbers that will ring all at the same time or in a sequence you define.

Mobile Apps

Tablet, smartphone and computer apps are available to allow dialing to and from these mobile devices from a WiFi or cellular network.

On Demand Call Recording

Records calls on your extension with simple keystrokes, record what you want, when you want.

Company Call Recording

Automatically record some or all company phone calls and save them

Multiple Devices

You can register multiple devices for each extension. For example you could have your office phone, a softphone on your mobile device and another phone at your home and all could ring at the same time.

Ten-digit Dialing No need to dial 9 or even 1 to make a long distance call.

Automated Attendant/ Virtual Receptionist

Streamline efficiency with an Automated Attendant to answer and direct all your inbound calls. You can optionally configure to have live answer before the Automated Attendant kicks in.  Incoming callers select options from a menu to reach the appropriate department or individual.

  • Different greetings for day  or night
  • Holiday schedule and greetings
  • Dial by name directory• Transfer to external numbers automatically

Music and Messages on Hold

Upload your customized recordings. We can also record your message for you.

Simultaneous Ring

Same as Find Me – Follow Me, allows you to program many numbers where you can be called in a cascading or simultaneous order.

Time Frames

Easy drag and drop scheduler to set your office hours and call routing.

Voicemail

Every user gets their own voicemail to securely check messages from the phone, or a website from anywhere in the world.

Voicemail to Email

Receive voicemail as an audio file attached to email. Can be played back on your smartphone. Also see optional Voicemail Transcription.

Hunt Groups

Calls can be forwarded to multiple users or telephone numbers that will ring all at the same time or in a sequence you define. For example, the sales or service team can be in a

hunt group.

Web Phone

Use an extension on the go using chrome with any computer and microphone. Compact and expanded views give users the choice to see active chats, answering rules, voicemail messages, and more.

Mobile Softphone

Add-on Features

Voicemail Transcription Have your voicemail messages emailed to you as written transcripts, with audio files attached.

Greeting Changes

Changes to your greetings are available. Fees apply to each order which could include single or multiple recording changes done at the same time. You can upload and record your own greetings at no charge anytime.

Conference Calling

Full web control and recording for inbound calling. Also add outbound called participants from the portal.

Toll Free Number

Add a new toll free number or let us move your existing toll free number. Toll Free numbers allow anyone in Canada and the US to reach you without the caller incurring any long distance charges.

Local Numbers

Keep your existing number(s) or pick from over 1,600 Canadian cities or towns. Portray a local presence in any additional market by publishing a local phone number in any area code. International and US cities are also available.

  • Local numbers for remote employees
  • Great for geo-targeted marketing campaigns
  • Same functionality as Main Company Phone Number

Internet Fax Easily send faxes via the web or email. Receive faxes via the Web or in your email as an easy-to-file-or forward PDF document.

Portal Fax Use your phone portal account to send and receive personal faxes in PDF format. Faxes will be forwarded to your email for attention.