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Bold Technology Group

CPA Firms

Phone systems for CPA and accounting firms

Busy season is hard enough without the phones being a problem.

Start with a cost audit

Problems we solve

  • Reduce communication costs

    Combining voice and collaboration in one platform cuts what your firm spends across two or three vendors.

  • Remote workforce

    Staff work from the office and from home. Both should work the same way.

  • Improve security

    Client financial data raises the stakes. Our collaboration tools are built to keep that data protected while people work.

Built for a firm that runs on deadlines

In an accounting practice the technology only has to survive four weeks a year, and those are the four weeks it cannot fail. We look at what happens to your phones and your file access in the last week of tax season, then build back from there.

We have a short write-up on this, read the elevate overview. Ask on the contact form and we will email it over, usually the same working day.

Request a copy

How a typical setup works

What we usually configure for a accounting firm. Every firm is different, so we set it up with you rather than from a template.

  • A tax season schedule

    Call routing can change for the busy weeks, so unanswered calls roll to a partner's cell phone instead of voicemail, then go back to normal once the deadline has passed.

  • Preparers working from home

    The desktop and mobile apps ring the same extension as the office phone, so a client calling the firm line reaches a preparer wherever they are working.

  • Messages you can read

    Voicemail arrives in email with a transcription, so messages can be read between appointments instead of played back one at a time.

  • Access set by role

    Who can see voicemail and call recordings is a permission we set up with you, so client conversations are visible only to the people who handle that client.

Genesee County

Working locally

We work with accounting practices across Genesee County, from single partner firms in Grand Blanc to multi-office practices in Flint and Fenton. A lot of the buildings around here were wired for phones long before anyone needed to move client files between two locations, so we usually end up looking at the cabling as well as the phone system. If your firm has a second office or staff working from home during season, that is worth doing before January rather than during it.

  • Grand Blanc
  • Flint
  • Fenton

Incredible service, fast response and local support that beats being sent to 1-800 number.

Elevate Voice customer

What we would look at

Questions we get asked

Can you move our phones without disrupting a filing deadline?
Yes. We schedule switch-overs for evenings or weekends and keep the old system live until the new one is answering. For firms working to a deadline we would normally do the move in November or December rather than anywhere near April.
Do we need desk phones?
Not necessarily. Elevate works from a desktop app and a mobile app, so plenty of firms run without handsets entirely. If you want physical phones for reception or a conference room, you can mix the two.
Is client data safe on a cloud phone system?
The call platform itself is encrypted in transit and the vendor is independently audited for security (SOC 2). What matters more in practice is who has access to voicemail and recordings, which is a permissions question we set up with you rather than something the platform decides.

Related reading

Busy season is not the time to find out

The Cost Clarity Audit reviews your phone, internet and contract costs before the pressure is on. Free, and there is no obligation at the end of it.

Contact us