- Business Phone Systems for Accountants, Tax Preparers and CPAs
Reliable, Secure Phones for Accounting, Tax and CPA Firms
Your phones are quiet in July and unmanageable in March. TX3 scales up for the season, keeps clients from hitting a busy signal, and protects financial conversations.
Built for accounting firms, tax preparers and CPAs.
Business Phone Systems for Accountants, Tax Preparers and CPAs
Reliable, Secure Phones for Accounting, Tax and CPA Firms
Your phones are quiet in July and unmanageable in March. TX3 scales up for the season, keeps clients from hitting a busy signal, and protects financial conversations.
A Phone System Built for Twelve Months, Used Hard for Three
Accounting and tax firms live on a calendar. From late January through April the phones never stop, with clients asking about their refunds, their documents and when they can come in. Meanwhile the firm hires seasonal preparers, some of whom work from home, and a traditional phone system makes every added seat a purchase, a delivery and a per-handset fee, then dead weight in May. Clients are also sharing Social Security numbers, income and bank information on these calls, so a dropped line or an unsecured one isn't a small problem.
Everyday Situations We Solve
Booking Season Appointments Around the Clock
A new client calls at 9 PM in February wanting a time to come in. The AI receptionist answers, schedules the appointment with access to the firm's calendar, and the preparer's morning is already filling up.
The Client Who Needs a Different Time
Someone calls to say they can't make Thursday's appointment. The AI receptionist reschedules it on the calendar, so the slot opens up and the front desk doesn't spend the afternoon on the phone.
Ten More Seats by Monday
It's February and you've hired seasonal staff. Remote and offshore agent seats let you add them in a day, on the same system, queues and reporting as the rest of the team, and release them in May with no per-handset fees left behind.
A Preparer Calling From the Kitchen Table
A seasonal preparer works from home and needs to call a client back. With branded outbound caller ID, the client sees the firm's number and name, not an unknown number that gets ignored or marked as spam.
Which Ad Actually Rang the Phone
You ran a January ad, a mailer and a website offer. Each gets its own tracking number, so after the season you know which one produced calls and which clients stayed, and next year's budget is based on that.
The Deadline Night Rush
It's 5:40 PM on the filing deadline and everyone is calling at once. Call queues and routing rules send existing clients to their preparer and new clients to intake, and the AI receptionist answers overflow and transfers callers to the right person instead of leaving them with a busy signal.
How TX3 Handles Tax Season and the Rest of the Year
TX3 Communications is a veteran-owned provider of hosted PBX for accounting, tax and CPA firms in the US and Canada. With 24/7 support and no per-handset fees, the phone system doesn't have to be the thing you worry about in March.
AI Receptionist
Answers calls 24/7, schedules appointments with access to your calendar, reschedules them, and transfers calls to the right preparer or partner. Voice, personality and behavior are customized for your firm upon request, and other customization is available upon request.
Seasonal Remote and Offshore Seats
Add agents anywhere for busy season and release them afterward. One system, same numbers, queues and reporting.
Branded Outbound Caller ID
Calls from home preparers show the firm's number and name, so clients pick up.
Call Tracking
A number for each ad, mailer and web page, with calls recorded and tagged to show which marketing paid off.
Encrypted Calling Options
Help protect the financial information clients share on the phone.
Call Recording and Coaching
Review calls, train seasonal staff faster with call coaching, and keep a record of advice given.
Sentiment Analysis
See which calls sounded upset, such as a client worried about a notice, so a partner can follow up personally.
Hosted PBX With No Per-Handset Fees
Pay for the seats you use, when you use them.
Frequently Asked Questions
Can the phone system book client appointments for us?
Yes. The AI receptionist answers calls 24/7, schedules appointments with access to your calendar, and reschedules them when a client needs a different time. It can also transfer a call to the right person. Its voice, personality and behavior are customized for your firm upon request.
Can we add seasonal staff and then remove them?
Yes. Remote and offshore agent seats can be added quickly and released when busy season ends. With no per-handset fees, there is no hardware to buy, ship or store.
Will clients see our firm's number when our preparers call from home?
Yes. Branded outbound caller ID shows your firm's number and name no matter where the preparer is working, which helps your calls get answered rather than ignored.
Can we tell which advertising brings in calls?
Yes. Call tracking gives each campaign, mailer or web page its own number, and calls are recorded and tagged so you can see which sources produced real clients, not just rings.