Business phone system for accounting firms

Cloud phone system for accountants.

Fully encrypted, secure and mobile business communication for any accounting firm, ready for tax season.

Click-to-dialCloud faxingCRM integration
Powerful and secure convenience

Support every client's evolving needs.

Accountants need a robust communication solution to manage and deliver accurate information for business performance, evaluation, security, confidentiality and financial planning.

A hosted phone system with a powerful suite of enterprise-grade features gives accountants the capability to support each client's evolving financial and accounting needs, from a downtown Calgary office or a home office anywhere in Alberta.

Accountant's laptop on a bright home-office desk.
Key features

Built for tax season.

Click-to-Dial

Save time by clicking a contact to start a call instead of dialing manually.

Auto-Attendant

A "virtual receptionist" that automatically screens and directs calls to the right extension.

Mobility

Desktop, Android and iOS apps so you can work anytime, anywhere.

Cloud Faxing

More secure, paperless and efficient file management.

Voicemail-to-email & transcription

Voicemail arrives as transcribed text, directly in your inbox.

Integrates with your ecosystem

Automatically log client calls and sync them to your CRM, with click-to-dial.

… and much more. See every business phone feature →

New · Agentic Voice AI

Tax-season hours? Voice AI already knows.

Update your extended hours on Google once. Agentic Voice AI tells every caller, answers routine questions, and transfers callers to the right accountant or takes a message. It works with your CRM too.

Grow with confidence

Hosted phone helps your firm succeed.

As your accounting business grows, your team will too. With a hosted phone system, scaling is simple. No new phone lines or extensions required.

Cloud Connect runs on a private, secure and reliable network. Using industry-standard security practices, it helps you protect data and build and maintain trust with your clientele.

Save costs, build trust, and deliver professional service with every client interaction.

Accounting team collaborating around a table with laptops.
The platform

Enterprise-grade communications at an affordable cost.

Advanced, customer-focused features — managed from any browser, used from any device.

For every user

User Portal

  1. Manage messages
  2. Quick view of current profile and phones
  3. Full call history
  4. Manage contacts
  5. Answering rules
  6. Find-Me / Follow-Me
  7. Forwarding
  8. Personal music on hold
Cloud Connect portal home screen showing current active calls, call graph and usage statistics.
For office managers

Management Portal

  1. Full call history
  2. See active calls in progress
  3. Brief statistics
  4. Add, manage and delete users
  5. Add and manage auto attendants
  6. Manage schedules
  7. Manage music and messages on hold
Management portal showing voicemail, active answering rules and recent call history.
Android & Apple iOS

Enhanced mobile softphones

Keep your mobile number private by using your office number on your mobile phone.

  1. Visual voicemail
  2. Manage answering rules and greetings
  3. Dial pad with easy access to recent calls
  4. Multi-chat board for quick communication
  5. Presence and chat indicators
  6. Fully integrated SMS communications
Two smartphones showing voicemail messages and answering rules in the Cloud Connect app.
In any browser

Advanced Web Phone

  1. Visual voicemail
  2. Change answering rules remotely
  3. Full call history
  4. Presence indicators for co-workers
  5. Free Wi-Fi calling anywhere in the world
  6. Fully integrated SMS communications
Web phone interface showing contacts, messages and a dial pad.
FAQ

Frequently asked questions.

Can my accounting firm's calls be logged to our CRM?

Yes. Cloud Connect integrates with your technology ecosystem to automatically log client calls, sync them to your CRM and click to dial.

Can our accountants work from home during tax season?

Yes. With the UC Softphone app and the web phone, staff use their business extension from a home computer or cell phone, and clients still call the same office number.

Do you offer secure faxing for accountants?

Yes. Cloud faxing lets you send and receive faxes from the web or email as PDFs. It is more secure and paperless.

Is your network ready for Cloud Connect?

Run our free line test in your browser — it checks your connection for call quality in about a minute.

Contact us

Let's talk about your phones.

Tell us a little about your business and one of our team will be in touch, or call us directly.

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