A phone system with a busy season, just like you.
An accounting firm's call volume looks like a heartbeat monitor: calm all summer, vertical in March and April. Your phone system should flex the same way — without buying capacity you'll only use eight weeks a year.
Built for a business where April is not like August.
Most phone systems assume your call volume is a flat line. Yours is anything but. From late January through the filing deadline, every client wants five minutes — about their documents, their refund, their extension, their panic. Then May arrives and the office goes quiet until the extension deadline stirs things up again. Paying year-round for peak-season capacity is exactly the kind of expense you'd tell a client to cut.
CocoaVoIP treats seasonality as the design brief, not an edge case. Seats are month-to-month: add extensions for seasonal preparers in minutes in February, remove them in May, and pay only for what's active. Retainer clients ring straight through to their CPA while new inquiries queue for the admin team, extended hours flip on by calendar, and recorded calls with transcripts keep a record of the advice that was actually given. Most firms are live the same day.
Phones that follow the filing calendar.
Every feature below is included on every plan — this is the accounting starting configuration we set up with you, free.
Tax-season elasticity
Add seasonal staff extensions in minutes in February, remove them in May, and pay month-to-month only for what's active. No contract, no annual commitment to your busiest eight weeks.
Client priority routing
Retainer clients ring through to their CPA directly, while new inquiries queue for the admin team. Your best relationships never wait behind a price-shopper.
Deadline-aware schedules
Extended-hours routing for filing season flips on by calendar, then back to normal automatically. Nobody has to remember to change the greeting on April 16th.
Documented conversations
Recorded calls with transcripts give you a defensible record of the advice that was actually given — useful when a client remembers the conversation differently in October.
Voicemail you can skim
Every message arrives in email with an AI transcript, so a partner between client meetings reads twelve voicemails in the time it used to take to listen to two.
The office follows you home
Mobile and desktop apps put your business line on whatever screen you're staring at — including the kitchen table at 11pm on April 14th.
What a call to your firm actually does.
Here's the accounting starting configuration, step by step — every piece of it adjustable on your onboarding call.
- 1
The greeting matches the season
Hours, office location, and document drop-off instructions are handled up front — and the greeting itself switches between filing-season and off-season versions on the calendar you set.
- 2
Callers pick a lane
“Existing client,” “new client inquiry,” “documents and drop-off” — each option rings the right desk instead of whoever happens to be nearest the phone.
- 3
Retainer clients skip the queue
Numbers on your priority list route straight to their CPA's extension. If the CPA is mid-meeting, the call rolls to their assistant and the voicemail transcript hits their inbox.
- 4
New inquiries queue in order
Prospects hold in a tidy line for the admin team with a callback offer, so the March flood stacks up politely instead of ringing busy.
- 5
After hours, deadlines still get answered
During extended season hours, calls keep ringing the on-duty team. Off season, callers hear tomorrow's opening time and leave a voicemail that's transcribed to email before they hang up.
Accounting firm questions, answered straight.
Get phones that scale for April and shrink for August.
A quick call with a setup specialist and your accounting configuration goes live the same day — 30-day free trial, no credit card, keep your number.
✓ Live in 10 minutes · ✓ Free number porting · ✓ 30-day money-back guarantee
