VoIP for Accountants

As soon as someone calls your firm, your phone system can automatically play a personalised greeting of your choice. Welcome your clients with a friendly message that will highlight your professionalism and approach to customers

If your staff are occupied, clients are placed in a queue. Then, instead of an engaged tone, they can hear a choice of music, informational message or advertisement. Keeping leads engaged until your team become available again can improve caller retention.

Call recording is a must for accountants. Recordings are stored online for as long as required and provide beneficial training for staff. They can also be crucial for helping you to resolve client or tenant disputes. We also have features to ensure that payment details or sensitive information are not recorded. This is in line with PCI DSS standards and other data protection acts.

Voicemail management ensures queries can be handled once staff are available. Each user has a personal voicemail box and Yestech can set up shared mailboxes for teams. In addition, the firm or staff member can get alerts straight to an email whenever messages are left on a voicemail.

Meeting clients or working from other locations is common for accountants, but they still need to make calls when not at their desk. Our free VoIP app for mobile allows you to make & receive business calls wherever you are in the world. It’s easily downloadable and compatible with most operating systems.

Our phone systems allow you to keep track of call traffic on each of your numbers. This enables you to monitor the number of calls made by each staff member, missed calls and how many people are waiting in a queue. Call monitoring allows you to optimise your call process and help staff manage client and business queries effectively.

Our call-handling mechanisms can create a completely personalised phone system for your accounting firm. Call features can be modified for different times of the day or days of the week. These could include different greeting messages or redirection to another number. We also have options for holiday periods as well as emergency messaging.

A shared phone directory allows your team to store all contacts and numbers on a customer portal. This directory is automatically synchronised on each phone in the network, enabling all staff to access contact information when needed. This ensures contact details are to hand if team members are absent and another staff member needs to pick up a project.

Video and call conferencing allows multiple participants to be part of a single call without downloading special software. The feature is perfect for staff meetings, client and third party discussions or legal disputes.