A phone system that holds up from January through April 15.
Dialerportal is a Cloud PBX built for tax and accounting practices: an auto-attendant that gets clients to the right preparer, queues that survive the April rush, voicemail-to-email so a Friday message about a missing K-1 never sits until Monday, and CRM logging that keeps call notes on the client record. From $19 per seat per month, month to month.
Everything a tax and accounting practice needs on the phone
Routing built around partners and preparers, queues sized for filing season, SMS for chasing documents, and call notes that land on the client record instead of a sticky note on a monitor.
Partner, preparer and front desk each get their own calls
Tax season hours, then normal hours
Voicemail-to-email so messages don't sit on a handset
Text clients for the documents you're still waiting on
Scheduled review calls that start on time
Call notes end up against the client record
Recording you switch on line by line
From your current line to live before filing season
Port the number printed on your engagement letters, map the firm onto a phone tree, connect your CRM. Nothing new goes in the server closet.
Port the number clients already dial
Your main line and direct dials move to Dialerportal while your current service keeps ringing, so the number on your engagement letters, tax organizers and prior-year returns stays live. Add local DIDs or a toll-free number if you carry clients in other states.
Map the firm onto the phone tree
Build the auto-attendant, set ring groups by partner and preparer, put the front desk behind a queue, then define what filing-season hours look like versus the rest of the year.
Connect the CRM and sign staff in
Link HubSpot, Salesforce, Pipedrive, Zoho or GoHighLevel so calls log to client records, then have preparers and admin sign in from the browser or the mobile app. Most firms are running in hours, not weeks.
Tune it during a quiet quarter
Watch the analytics through the summer: which queue backs up, how long clients wait before the front desk answers, which extensions collect the most missed calls. Fix the routing before the January rush rather than during it.
An AI voice agent for the calls nobody in the office can pick up
Your Cloud PBX routes calls to partners, preparers and the front desk. The AI voice agent covers what falls through: the April 10 caller who is fourth in the queue, the 9pm question about an extension, the Saturday in October when the office is closed. It talks in natural conversation, books time, takes messages, hands off to a person when it should, and logs the call to the CRM like any other.
Covers the overflow from February through April 15
When the front desk queue is already deep and every preparer is on a call, the agent answers instead of the client hearing another ring cycle. It works the same at 9pm and on the Saturdays around September 15 and October 15, when extension clients tend to surface. It is not a replacement for your staff, it is what happens on the calls they never reach.
Books and reschedules client review calls
A client calling about their year-end review, quarterly estimates or a first conversation about a new LLC can put the time on the calendar without waiting for the front desk to be free. The agent asks whether it's an individual return, a business return or bookkeeping so the slot lands with the preparer who handles that work. Existing clients can move a review they already hold.
Takes document-chase messages a preparer can act on
When someone calls back about the open items list, the agent captures the specifics: which form, which entity, which tax year, and how they intend to send it. That message reaches the preparer working the return with enough detail to update the file, instead of a note that says a client called about paperwork.
It answers the phone, it does not answer tax questions
The agent gives no tax advice. Asked whether an expense is deductible, what a CP2000 letter means, how much someone will owe or whether to file an extension, it says a CPA has to answer that, then offers a warm transfer to the partner or preparer who signed the return, or books a callback if nobody is free. Anything that sounds like an IRS notice, levy, audit or a deadline in the next few days is escalated to a person rather than left as a message.
The tools behind your accounting firms phone system
Accounting Firms run on the same Dialerportal platform that powers cloud PBX, VoIP and call centers for businesses worldwide.
Phone systems for other industries
Accounting firm phone system, common questions
What partners and firm administrators ask before moving the practice's phones to the cloud.
It's a cloud phone system arranged around how a tax and accounting practice actually takes calls. You get an auto-attendant that separates new inquiries from existing clients, ring groups so partners and preparers receive their own calls, queues for the January to April surge, voicemail-to-email, call recording you control, two-way SMS for chasing documents, and CRM logging so notes stay on the client record. Seats start at $19 per month with no contract.
Call queues hold callers in order with a wait announcement instead of dumping them into a busy signal, so a client calling on April 10 knows where they stand. Business-hours routing lets you publish extended and Saturday hours through the season and switch back afterward without rebuilding the setup. Overflow rules can send callers to a shared voicemail box or to an AI voice agent that captures the name, entity and reason for the call.
Yes. Ring groups let you assign each client segment to the people who handle it: individual returns to their preparer, business and payroll clients to the team running those engagements, IRS notices and audit questions to the signing partner. The auto-attendant collects enough from the caller to make that decision, and if the first person doesn't pick up, the call rolls to the next member of the group before it reaches voicemail.
You configure it rather than inherit a default. Recording stays off until you switch it on, so you can capture advisory and notice-response lines while leaving routine intake alone, and playback is limited to the staff accounts you provision. Voicemail-to-email delivers only to the firm mailboxes you nominate. Your confidentiality and retention obligations to clients don't change, so set your policy first and configure the system to match it.
Yes, through two-way SMS on A2P 10DLC registered numbers. Your admin team can text a client the list of what's still outstanding, a missing 1099, a signed e-file authorization, a year-end bank statement, from the same firm number that shows on caller ID, and replies return to the same thread rather than a staff member's personal phone. It usually clears items faster than a fourth voicemail before a deadline.
You can port your main line and direct dials, so the number printed on engagement letters, organizers and prior-year returns keeps ringing throughout. Porting runs in the background while your existing service stays up. Most firms have the auto-attendant, ring groups, queues and CRM logging configured in hours, not weeks. US-based support answers in about 30 seconds, or call 1-888-488-8138 if you want a second pair of eyes on the routing.
It answers the calls your team can't get to, mostly filing-season overflow, evenings and Saturdays. It can answer questions about your hours, locations and fees, book or reschedule a review call, take a document-chase message with the form and tax year attached, and warm transfer an existing client to their partner. It never gives tax advice: anything about deductions, notices or what a client owes goes to a CPA. Calls log to the CRM like any other.
Get your phones ready before January
See how your firm would split partner, preparer and front desk calls, or talk to a person at 1-888-488-8138.