REQUEST A CONSULTATION<\/span><\/a><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n\n\n\nFrequently asked questions about virtual PBX for accounting and consulting firms<\/h2>\n\n\n\nCan each advisor have their own extension without clients knowing their personal number?<\/h3>\n\n\n\n
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.<\/p>\n\n\n\n
How is availability handled during tax season or quarterly closings?<\/h3>\n\n\n\n
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.<\/p>\n\n\n\n
Does call recording comply with GDPR?<\/h3>\n\n\n\n
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.<\/p>\n\n\n\n
What happens if an advisor works remotely or has meetings outside the office?<\/h3>\n\n\n\n
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 \u2014 and the number the client sees is always the firm’s. Remote work doesn’t interrupt service continuity.<\/p>\n\n\n\n
Can it integrate with A3ERP, Holded, or other management software?<\/h3>\n\n\n\n
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.<\/p>\n\n\n\n
What does it cost for a firm with five people?<\/h3>\n\n\n\n
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 \u2014 a standard proposal ends up being expensive for those who need less and insufficient for those who need more.<\/p>\n\n\n\n
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