Hosted Phone Systems: A Vital Solution for Accountants
Accountants need a communication system that ensures secure, efficient management of sensitive information. A hosted phone system, with its suite of enterprise-grade features, empowers firms to deliver reliable financial advice while maintaining confidentiality.
Key Features:
- Click-to-Dial: Simplifies client calls, saving valuable time by initiating calls directly from contact lists.
- Auto-Attendant: Acts as a virtual receptionist, screening and routing calls to the correct departments or extensions automatically.
- Mobility: Access the system from your desktop, Android, or iOS devices, allowing you to work from anywhere. Whether in the office or on the go, you can handle your client calls seamlessly.
- Cloud Faxing: Provides secure, paperless, and efficient file management, ensuring confidentiality.
- Voicemail-to-Email & Voicemail Transcription: Easily access your voicemails as transcribed text or audio files sent directly to your inbox, allowing for a quick response.
- CRM Integration: Automatically logs client calls into your customer relationship management system, enabling you to keep accurate records and utilize click-to-dial features from within the CRM.
Why a Hosted Phone System Helps Your Accounting Firm Succeed
As your firm grows, expanding your phone system is effortless—no additional phone lines or extensions required. This cloud-based system is hosted on a secure, private network, using industry-standard security practices to protect your data and build trust with your clientele.
Scaling your communication system with a hosted phone solution ensures that you remain adaptable, cost-effective, and ready to deliver the highest level of service, regardless of your firm’s size.
Exceptional Features of Meridian’s Hosted Phone System
In addition to basic communication features, the system offers advanced capabilities such as:
- Web Phone: Use a browser-based phone to stay connected from anywhere.
- Visual Voicemail: Easily manage your voicemail and access recent calls.
- Multi-Chat Board: Stay in touch with team members through chat functionality.
- Call Forwarding: Set up options for call forwarding when busy, unanswered, or offline, redirecting calls to your mobile or external phone.
- Emergency Assistance (911): Assign addresses for specific extensions to ensure responders know where to send help.
- Call Screening & Transfer: Efficiently manage calls, screening unwanted ones and transferring important calls to the correct department or person.
Mobile Flexibility and Softphone Integration
With expanded Android/iOS softphones, accountants can keep their office numbers private while handling client communication from their mobile devices. Use Wi-Fi calling anywhere in the world, keep track of your call history, and maintain client confidentiality with visual voicemail.
Additional Add-On Features
- Voicemail Transcription: Receive voicemails as text emails with the original audio file attached.
- Conference Calling: Full web control and recording of inbound calls. Easily add outbound participants from the portal.
- Toll-Free Numbers: Expand your client base with toll-free numbers, allowing customers across Canada and the US to reach you without incurring long-distance charges.
- Internet Fax: Send and receive faxes via email or the web, receiving them as PDF files for easy forwarding or storage.
Local and Remote Communication Solutions
Whether you want to establish a local presence or connect remote employees, Meridian’s hosted phone system supports local numbers in over 1,600 Canadian cities. The same functionality applies as the main company phone number, ensuring that no matter where your team is, they stay connected and productive.
Set your accounting firm up for success with a secure, flexible, and cost-efficient communication solution. Meridian Technical Services offers the ideal hosted phone system to help you grow your business, deliver excellent service, and maintain client trust. Contact us today to learn more.