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Phone systems for accounting & tax firms

Tax season doubles your calls. VoiceSaver spreads them across your team and follows staff wherever they work. Plans start as low as $9.99 a month.

Example call flow

Here's one way calls could be handled. We build yours around how your team works.

A client calls and hears an auto attendant. option 1, tax team group: rings preparers in order; option 2, bookkeeping: rings the bookkeeping team; option 3, billing: rings the office manager. After hours: plays extended tax season hours. Also: seasonal staff, take calls from home on the app.
An example setup. Menu options, greetings, and after-hours rules are all yours to choose.

Why accounting & tax firms choose VoiceSaver

  • Handle tax season volume

    Hunt groups spread calls across staff so nobody gets a busy signal.

  • Add seasonal staff easily

    Add users for the busy season and remove them afterward.

  • Work from home

    Preparers keep their extension on a laptop or desk phone at home.

  • Faxes as PDFs

    Client documents that still come by fax land in email.

Example: a CPA firm with 6 staff, 10 in tax season

A typical setup we'd recommend. Every business is different, so your quote is built around yours.

  • 6 year-round users, plus 4 seasonal users added January to April
  • Main number with an auto attendant
  • Hunt group for new client calls
  • Fax to email for client documents
  • Softphone app for staff working from home

Common questions

Can we add staff just for tax season?

Yes. Add users when the season starts and remove them when it ends.

Can our greeting change during tax season?

Yes. Update your hours and menu for the season, then switch back afterward.

Can preparers work from home?

Yes. They keep their extension and caller ID on a desk phone at home or the softphone app.

Get a quote for your business

Calls, fax, texting, toll-free numbers, voicemail to email, 911, and free number porting are included. Tell us about your office and we'll send an exact quote.

  • Keep your current numbers
  • Yealink phones set up before they arrive
  • Support from our team in Aberdeen, New Jersey
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