Business Phone Systems for Accounting Firms and CPAs
PeachComm gives accounting and CPA firms a cloud phone system that keeps up in tax season, keeps a clean record of client calls, and lets your team work from the office or from home on the same business number.
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Built for how accounting firms work
- Tax-season call spikes. From January to April, the phones don't stop. Call queues hold callers in line with a message instead of a busy signal. Calls can overflow to other staff, and a greeting can answer the common questions (hours, the client portal, where to drop off documents) before anyone picks up.
- Clear client records. Webex Call Recording is included on every plan. You can record only outside calls with clients, choose who can listen, and keep recordings as long as your retention policy requires.
- Notes you don't have to write. Live AI call summaries and transcripts are included, even on Basic, so the follow-up items from a client call are written down for you.
- Partners, preparers and remote staff. Everyone uses the firm's number from a desk phone, laptop or cell phone with the Webex App. Clients never see a personal cell number.
- Simple menus. An auto attendant can send callers to tax, bookkeeping, payroll or a specific partner without a receptionist.
What you get
- Webex Calling on desk phones, computers and mobile, with auto attendant, call queues, voicemail to email and visual voicemail
- Call recording included on every plan, with access controls and retention settings
- Live AI call summaries and transcripts
- Microsoft Teams and Outlook calling, so you can call clients from the tools you already use
- Fax to email, so client faxes land in your inbox. See Fax to Email
- AI Receptionist (add-on, coming soon): answers routine calls in natural conversation and sends callers to the right person
- Cisco, Poly and Yealink desk phones. See Phones
Security for client information
Calls are encrypted in transit, and admins control who can see call history, voicemail and recordings. We set up strong sign-in rules (multi-factor authentication or single sign-on) and voicemail PINs, so your phone system helps support your firm's information security program.
How switching works
- We port your numbers. PeachComm handles the transfer, so clients keep calling the number on your letterhead and website.
- We set up your call flow. Greetings, menus, tax-season queues and after-hours schedules are built with you and tested before go-live. We recommend switching outside tax season.
- We train your team and stay available. Most support is remote. An on-site technician is available if you ask.
Plans
- Basic: $24/user/month. Calling, auto attendant, queues, voicemail, recording and AI call summaries.
- Standard: $34/user/month. Adds team messaging and meetings for up to 100 people, which works well for client video calls.
- Premium: $39/user/month. Adds large meetings and meeting AI.
Mix plans on one account. Compare all plans
How it works
Example: Getting through tax season without busy signals
A small CPA firm's phones were swamped every spring. PeachComm ported the firm's main number and built a call queue so callers hear a message instead of a busy signal, with overflow to other staff. A greeting answers common questions (hours, the client portal, where to drop off documents), and after-hours schedules send late calls to voicemail to email. Client calls can be recorded with Webex Call Recording, included on every plan, and the firm controls who can listen.
Example: Preparers working from home on the firm's number
Some preparers work from home during busy season. With the Webex App on a laptop or cell phone, they make and take calls on the firm's number, and clients never see a personal cell number. Calls can move between devices. PeachComm set up the app and sign-in rules (multi-factor authentication or single sign-on) and trained the team. Most support is remote.
These are typical examples.
Accounting firm phone system FAQs
What's the best phone system for a small accounting firm?
Look for one that handles tax-season call volume, records client calls with access controls, and works on cell phones for remote staff. PeachComm's Webex Calling plans do all three, starting at $24 per user per month.
Can we record calls with clients?
Yes. Call recording is included on every plan. You can record only outside calls, choose who can listen, and set how long recordings are kept. Some states require every party's consent, so your firm is responsible for any notice to callers.
How do we handle the tax-season rush?
Call queues hold callers with a message instead of a busy signal, overflow routes calls to other staff, and a greeting can answer common questions like hours and portal help. You can change schedules and greetings yourself as the season changes.
Can our preparers work from home?
Yes. With the Webex App, staff make and take calls on the firm's number from a laptop or cell phone, and calls can move between devices.
Does it work with Microsoft Teams and Outlook?
Yes. Your team can call clients from Teams and Outlook using the firm's business number.
Get a quote for your firm
Tell us how many people answer phones and what you use today. We'll recommend a setup that fits before tax season.