Answering Service for CPAs

cpa doing taxes

An answering service for CPAs is just the solution you need if your office feels the stress and overwhelm that comes with the tax season rush.

Tax season is a busy time for CPAs. But, unfortunately, you have a lot to do, including a deluge of phone calls, client inquiries, and tax preparation work, leaving them little time for anything else. 

For many accounting firms, the tax season can be a real struggle. And this is especially true when it comes to managing all of the incoming phone calls.

According to some firms, small to medium businesses outsource the following accounting tasks: tax preparation (71%), payroll (50%), auditing (48%), tax planning (30%), personal finances (16%), and bookkeeping (14%). And businesses that have less than 25 employees feel that their accountants are more reactive than proactive (41%). 

An answering service, such as Call Experts, provides a valuable resource to CPA firms. Answering all calls on your behalf frees up time and reduces accountants’ stress during tax season.

Are You a CPA? Get Help During Tax Season with Expert Answering Service Support.

Businesses like yours are swamped with calls from clients needing guidance every year during tax season. 

72% of small business owners have changed their CPA or accounting firms because the firm “did not give proactive advice, only reactive service.” Just because you’re busy doesn’t mean you should lose business or overlook your smaller clients.

You need a contact center partner to save time, ensure your clients get the correct answers, and keep your business running smoothly and efficiently. 

5 Benefits of Partnering with Call Experts to Help Your Office During Tax Season

It’s tax season again, which can only mean one thing: crazy busy times at the office. So while it’s no surprise that CPAs are active during tax season, the Call Experts team is here to help alleviate some stress on you and your employees.

Here are five ways to support your office, easing the tax season rush.

Message Taking for Your Office

The first benefit of an answering service for CPAs is the ability to screen calls to your office and send you messages for every call we receive.

Call Experts can quickly and efficiently determine the nature of each call and prioritize it accordingly. Then, through detailed reports via SMS, email, and your customer portal, you can review every message we took for your firm.

This prioritization helps to ensure that essential calls from clients or other critical contacts are not missed and that less urgent calls can be handled later. 

In addition, Call Experts can provide a professional and friendly voice to represent your accounting firm, improving the caller experience and maintaining a positive image for your business.

Never Miss a Call During the Season That Matters the Most for Your Bottom Line

90% of accountants feel that there is a cultural shift in accountancy that leans toward technological adoption. 

Don’t lose customers to Turbotax because you can’t answer their calls. Partner with Call Experts and retain your valued customers!

With a partner like Call Experts, we can handle your call overflow. We know that with so many calls, it can take time for a small accounting firm to keep up with the demand. 

With Call Experts, every call we receive is answered. Even when all lines are busy, a live operator will always be available to take a call for your business. This availability ensures that clients are never left hanging and that your office is always accessible, even during the busiest times of the year. 

And retaining your customers is essential. Why? 25-40% of new business generated by top CPA firms comes from cross-selling to existing clients.

During tax season, many CPAs work late into the evening and may not be available to take calls from clients. With Call Experts, calls can be answered even when your office is closed, providing a safety net for clients who need support outside regular business hours. 

This opportunity to answer every call helps maintain a positive image for your firm and ensures that clients can get the support they need, even when your office is closed.

A Custom Approach to Fit Your Exact, Unique Needs

One of the key advantages of using Call Experts is the available customization level. 

Our answering service can be tailored to your unique needs, including the hours of operation, the types of calls accepted, and the information provided to callers. 

This customization allows you to control your call flow and ensures that all calls receive the same care. We can remain consistent with your office’s policies and procedures.

Easy Integration for a Seamless Connection

Accounting and bookkeeping firms that are “all in” with the cloud (i.e., with the highest concentration of clients using cloud accounting software) see higher growth rates than firms that are not “all in.”

Are you using specific tools internally to keep everyone organized, accountable, and on time? At Call Experts, we can integrate with almost any system.

We can connect with your internal systems through APIs to share information regarding your missed calls and customer messages. 

And you won’t have to worry about training the team on new technology, making the transition even easier for everyone involved. Instead, we can set you up quickly and seamlessly integrate into your systems.

Reduce Stress in Your Office

One of the most significant benefits of using an answering service for CPAs like Call Experts is the ability to reduce stress for your office during tax season. 

Tax season is a busy time for CPAs, and the added stress of managing phone calls can be overwhelming. 

An answering service can answer calls quickly and efficiently, freeing time and reducing stress for your office. In addition, this support can help improve the overall mood of your office. Create a more positive work environment during a challenging time of year!

Final Thoughts on Hiring an Answering Service for CPAs

An answering service like Call Experts can significantly benefit CPA firms during tax season. 

By handling calls, providing after-hours support, and reducing stress, an answering service can help to make tax season easier for your office. 

If you are looking for a solution to manage the phones during the busy tax season, consider Call Experts. Experience the benefits of a professional answering service.

Helping you provide the service your customers expect during tax season will benefit you, your clients, and your firm. We look forward to working with you this tax season! Contact us now to learn more.

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