A phone system that moves with the filing calendar, not against it.
Dialerportal is a Cloud PBX for tax advisors and preparers who live by deadline dates: queues that hold up the week before April 15, appointment calls booked straight from the client record, reminder campaigns that go out before March 15 and October 15, and seats you add in January and drop in May. From $19 per seat per month, month to month.
Built for practices whose year has spikes in it
Routing that separates a first-time filer from a client staring at an IRS notice, texting that actually gets the 8879 back, outbound reminders ahead of every deadline, and a seat count that follows your season instead of a twelve-month contract.
Deadline-day callers sorted before anyone picks up
Appointment calls booked around the dates that matter
Reminder campaigns ahead of every deadline
Text to get the paperwork you're still missing
Seats in January, fewer seats in May
Nothing waits on a blinking light in April
Numbers to staff next season with
Set up before the organizers go out
Port the number on your business cards, build the deadline-day phone tree, load the client list, and staff up when the calls start arriving.
Port the number your clients already have
Your main line moves to Dialerportal while your existing service keeps ringing, so the number on organizers, prior-year returns and the office window stays live. Add local DIDs for other states you file in, or a toll-free number for out-of-area clients.
Build the deadline phone tree
Set the auto-attendant options for new clients, existing filings and notices, put intake behind a queue with a wait announcement, and define what a March week of hours looks like versus a July one.
Connect the client list and go live
Link HubSpot, Salesforce, Pipedrive, Zoho or GoHighLevel so appointment and reminder calls log against each client, then sign your preparers in from the browser or mobile app. Practices are usually taking calls in hours, not weeks.
Scale up for the season, then back down
Add seats and open queues as January volume arrives, run your reminder campaigns before each deadline, then release the seasonal seats in May and keep the core setup in place for next year.
The calls that come in while your preparers are filing
From late January to April 15 the phone rings harder than the practice can answer, and it rings at 9pm and on Saturdays too. An AI voice agent picks up what the queue drops: it speaks naturally, books and moves appointments, tells callers what is still missing from their file, and passes anything that needs judgment to a preparer. It never gives tax advice.
Absorbs the March and April overflow
During organizer season the same hour brings six calls and your front desk can hold two. The AI agent answers the rest instead of sending them to voicemail, and it keeps answering at 9pm on April 14 when clients realize they never sent their signature page. Every call is logged with what the caller wanted, so nothing that came in after hours has to be reconstructed the next morning.
Books and moves filing appointments
Most inbound calls in February are a client trying to find a slot or move the one they have. The agent offers open times, books the appointment, and reschedules the client who says a K-1 will not arrive until the following week. Cancellations free the slot immediately instead of sitting on a callback list until someone works through it.
Chases and records the missing documents
A return usually stalls on one item: the signed 8879, a second brokerage 1099, a childcare provider's EIN. The agent can call a client to ask for exactly that item and log what they say, or tell an inbound caller what is still outstanding on their file. It notes when a document is being mailed or dropped off so the preparer knows whether to keep the return open.
Answers process questions, never tax questions
It will tell a caller the extension deadline, what an appointment costs, what to bring, and where your office is. It will not tell anyone whether to itemize, what a notice means, or how to treat a Schedule C expense, and it does not read from a return. Those callers go to a preparer on a warm transfer, or the agent takes their number and the question for a callback.
The tools behind your tax advisors phone system
Tax Advisors run on the same Dialerportal platform that powers cloud PBX, VoIP and call centers for businesses worldwide.
Phone systems for other industries
Tax advisor phone system, common questions
What practice owners and office managers ask before the next filing season starts.
It's a cloud phone system shaped around a calendar with deadlines in it. You get an auto-attendant that separates new clients from filing questions and IRS notices, queues sized for the April crunch, click-to-call for booking appointments, a preview dialer and AI voice agents for pre-deadline reminders, two-way SMS for chasing documents, voicemail-to-email and CRM logging. Seats are $19 per month, month to month, so headcount can follow your season.
The last 48 hours before a filing deadline are mostly three calls, and each one deserves a different destination. Transmission questions go to whoever can open the return and answer in a minute. Extension requests go to an AI voice agent that takes the client's name, filing status and estimated balance due so a preparer only reviews it. Genuinely new work waits in the intake queue. Your senior people spend April 15 filing, not triaging.
Yes. Load the list of clients you need to reach into the preview dialer and your admin team works through it with each record on screen, or use the predictive dialer for larger lists. Routine reminders about an estimated payment date or an approaching extension deadline can be handled by an AI voice agent instead, which flags anyone asking for a callback. You can also send the same reminder by SMS.
That's the point of month-to-month billing. Bring on seasonal preparers and front desk help in January, give each an extension the day they start, and put them in the intake queue while senior advisors stay on notices and complex returns. When extension season winds down, drop the seats you no longer need. Nothing locks you into paying summer rates for tax season capacity.
Text one specific ask per client rather than reading a list into voicemail. Two-way SMS on A2P 10DLC registered numbers lets a preparer request the signed 8879, a photo of the second 1099-R, or the childcare provider's EIN, sent from the number the practice already uses. Clients answer a text from a parking lot at lunch. Photos come back into a thread any admin can pick up and mark off the return.
Yes. Dialerportal connects to HubSpot, Salesforce, Pipedrive, Zoho and GoHighLevel, so every booking call, reminder and document chase is stamped on the client record with the time, who made it and a link to any recording. When a client says in June that nobody told them about their September estimate, the history is there. Recording stays off until you switch it on, per extension.
It answers the deadline-week calls your preparers cannot get to: the 8pm caller asking whether you are taking new clients, the one wanting to move a Thursday appointment, the one asking what the extension deadline is. It books, reschedules, tells callers which documents are still outstanding, and takes a message when it should. It does not give tax advice, will not read a return or interpret an IRS notice, and hands anything like that to a preparer or takes a callback.
Be ready before the first organizer comes back
See how your practice would route deadline-week calls and run its reminder campaigns, or talk to a person at 1-888-488-8138.