Add agents, queues and extended hours for tax season from the portal; AI receptionist handles overflow with status answers and callbacks.
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The phone system for accounting and financial firms
Queues that absorb tax season, recordings that pause automatically for card numbers, SOC 2 Type II controls your clients ask about, and documents delivered as secure links rather than attachments.
Quiet in May, slammed in March. The system should flex with you.
Seasonal firms need a phone system that adds queues, agents and auto attendants for three months and scales back without a project. IHS Phone's portal makes that a Tuesday afternoon task, and the AI receptionist answers the overflow when every line is busy.
For a firm that handles client financial data, SOC 2 Type II attestation, encryption everywhere and a six-year audit log are the controls that satisfy your clients' vendor reviews.
Request a demoBuilt for financial firms
Seasonal queues and overflow
Recording with payment protection
Automatic recording pause when a payment screen is open; sensitive details masked in written summaries; kept only as long as your records policy says.
SOC 2 Type II and encryption
Independent attestation, encrypted calls and storage, two-step sign-in and Microsoft 365 single sign-on, and a permanent access record.
Secure document delivery
Faxes and recordings as secure links, or filed to SharePoint, OneDrive or a secure folder; never as email attachments.
Client reminders and texting
Deadline and appointment reminders by text with reply understanding; two-way texting from the firm's number.
Microsoft 365 and CRM
Microsoft sign-in, contact sync, Teams notifications, and caller pop-up from HubSpot, Salesforce or your practice management system.
Text-to-pay
Send invoice links by text and see payments in the client timeline.
Questions we hear from partners and office managers
Can we expand for tax season and shrink afterward?
Yes. Seats, queues and hours are changed in the portal, and billing follows actual seats month to month.
Do you support Microsoft 365 single sign-on?
Yes. People sign in with their Microsoft account and are added to IHS Phone automatically.
See the whole platform in a 20-minute demo
We will walk through your call flows, compliance needs and phones, then show you exactly how IHS Phone handles them. No pressure, no scripts.