Virtual PBX for accounting and consulting firms: no lost inquiries

The communication model holding accounting firms back

Most accounting and consulting firms work the same way: each advisor handles their own clients on their own mobile. No central number. No protocol. No record.

That creates three concrete problems:

• Dependence on one advisor: if they’re on vacation, in a meeting, or simply busy, the client can’t reach anyone else. The firm becomes invisible.
• No traceability: nobody knows how many calls are missed each week or from which clients. There’s no data, just guesses.
• An unprofessional image: the client calls a personal number, leaves a WhatsApp message, and waits. That doesn’t project solidity.

With a virtual PBX, all three problems disappear without changing how the team works.

What a virtual PBX gets an accounting firm with Glofera Connect

One company number for the whole team

Clients always call the same number. Internally, the call gets routed to the advisor responsible for that account. If they’re unavailable, it jumps to the next one. Nobody goes unanswered.

Call recording for protection and quality

In tax, labor, or legal advisory work, what’s said on a call matters. With automatic call recording, you have a record of everything: to resolve misunderstandings, train the team, or simply as backup in case of complaints.

Extensions by specialty

“For tax matters, press 1. For labor law, press 2. For accounting, press 3.” The client reaches the right department directly. No manual transfers, no unnecessary waiting.

Missed call tracking

Every unanswered call gets logged with the number and time. The team can call back with all the information they need. Zero inquiries lost to oversight.

Works from a mobile, no hardware needed

The advisor answers from their regular mobile, but the number the client sees is always the company’s. Work life and personal life stay separate.

Ideal for firms that want to scale without losing control

If you have between 3 and 20 professionals, a virtual PBX gives you the communication structure of a large company without the complexity or cost that usually comes with it.

And if you already have a PBX but your current provider doesn’t offer support, doesn’t help with configuration, or you’ve simply been paying for years for something you’re not using well — we’ll run a no-obligation analysis of your setup.

Frequently asked questions about virtual PBX for accounting and consulting firms

Can each advisor have their own extension without clients knowing their personal number?

Every professional gets an internal extension. The client always calls the firm’s number. The system routes the call internally to the advisor responsible for that account. The advisor’s personal mobile never shows up on the client’s caller ID.

How is availability handled during tax season or quarterly closings?

You can set up a specific protocol for those dates: more active lines, informational messages about call volume and estimated response times, or forwarding to a support team if you have the capacity. We define this with you ahead of each busy period if needed.

Does call recording comply with GDPR?

Yes. Recordings are stored securely, and the system includes a legal notice at the start of each call informing the other party the conversation may be recorded. Regulatory compliance is part of the standard setup.

What happens if an advisor works remotely or has meetings outside the office?

The PBX works the same regardless of where the team is. The advisor can receive calls on their mobile as if they were in the office — and the number the client sees is always the firm’s. Remote work doesn’t interrupt service continuity.

Can it integrate with A3ERP, Holded, or other management software?

It depends on the platform. With A3ERP, Holded, Odoo, and the leading management platforms for accounting firms, there are integration options that let you link calls to the client’s file. We check this during the initial analysis.

What does it cost for a firm with five people?

The cost depends on the number of lines, extensions, and features you need. In the free analysis, we give you a proposal tailored to your actual volume. There’s no standard price because every firm has a different structure — a standard proposal ends up being expensive for those who need less and insufficient for those who need more.