# Phone System for Accounting Firms | VanceTel Source: https://vancetel.com/industries/accounting Cloud phone system for CPA firms and tax preparers nationwide. Partner-direct routing, softphone on iPhone and Mac, tax-season overflow handling. ## TL;DR VanceTel is a cloud phone system for accounting firms nationwide. Get partner-direct routing, softphones on iPhone, iPad, and Mac, voicemail-to-email with transcription, business texting, and tax-season overflow handling. Keep your existing number, answer from anywhere, and stop losing clients who hit voicemail and never call back. ## FAQ ### What is the best phone system for a small accounting firm? The best phone system for a small accounting firm gives you partner-direct routing, a softphone on your personal devices, voicemail-to-email transcription, and the ability to add seasonal seats during tax season. VanceTel covers all four, keeps your existing firm number, and bills per extension from $24 a month, all-in. Month-to-month or a 3-year contract, your choice. ### Can a solo CPA use VanceTel without an IT person? Yes. Solo CPAs are one of our most common customer types. You sign up, port your existing number, install the softphone on your iPhone and Mac, and set your auto-attendant in about 20 minutes. There is nothing to plug in and no on-site hardware required. ### How does VanceTel handle tax-season call volume? You can add seasonal users in January and remove them in May, so you only pay for extra seats during busy season. Ring groups let multiple partners or staff share the same incoming line, and after-hours messaging plus voicemail transcription means nothing slips through overnight. ### Will I lose my firm's main phone number if I switch? No. We port your existing main line and any direct partner numbers over to VanceTel at no extra cost. The number your clients have called for years stays the number they call. Porting usually takes 7 to 14 business days, and your old line stays active until the port completes. ### Can partners answer the firm line from their personal phones without giving out their cell number? Yes. The VanceTel softphone runs on iPhone, iPad, and Mac. When you answer or place a call through the app, the firm number shows on caller ID, not your personal cell. Your private number stays private, and your firm number stays the firm number. ### Does VanceTel work with QuickBooks or Xero? VanceTel is your phone system, not your practice software. We sit alongside QuickBooks, Xero, or whichever tool your firm uses. Call logs, voicemails, and transcripts live in your VanceTel account and your email so you can attach them to engagement files the same way you do today. ### What happens to client calls after hours or when partners are in meetings? You set the rules. Calls can roll to a ring group of available staff, route to a personal greeting, or go to voicemail-to-email with transcription. You will see the message in your inbox and decide whether it is worth a callback before the client even hangs up. ### How is VanceTel different from a tax-season answering service? An answering service is a third party reading from a script. VanceTel is the phone system your own team answers: partners, admins, or seasonal staff you already trust with client information. You stay in control of the client relationship and the conversation. ## Get started - Call: (888) 753-5463 - Text: (714) 621-5353 - Email: support@vancetel.com - Build your bill: https://vancetel.com/pricing VanceTel is a business phone system (cloud VoIP with desk phones, a mobile app, and a desktop app) for teams of any size, built and supported from Tustin, CA.