Solutions · Accounting
Phone service for accountants and lenders.
Clients call about a return, a notice or a loan, and tax season doubles the calls. We put the client and the open balance on screen before hello, keep every call on record with a summary, and add seats for the season month to month.
The calls from January to the closing table.
Six of them, and what the service does when each one rings.
The client file arrives with the call.
What most firms live with, and what changes once the calls run through us.
Every client a name on hold.
- Clients hear a busy signal in March.
- Nobody sees the file until the call starts.
- What was advised lives in someone’s memory.
- A fax machine still sits in the corner.
- Extra lines for the season mean a contract.
The file, the call and the record together.
- Callers queue and hear the expected wait.
- The client and the balance show first.
- Every call is recorded with a summary.
- Faxes go out and come in by email.
- Seats come and go month to month.
Three steps, set before the season starts.
Nothing in the switch needs a visit, and the old lines ring until the numbers move.
- 01
Your clients come in
Clients come in from QuickBooks or your practice system as a file, by email or on a schedule, with the balance and the partner as fields.
- 02
Set for the season
We build the queue, the teams and the greetings for the busy months, and you test all of it on a temporary number while the old lines still ring.
- 03
Your numbers move
The firm’s numbers and its fax number port at no charge, about a week out, on a Monday to Thursday at 6 PM, well before the first deadline.
Questions firms ask before they switch.
“Can callers hear their wait in tax season?”
Yes. A queue tells each caller the expected wait, plays your messages, and sends a long wait to voicemail or another group. Every caller who gave up stays on the missed list until someone calls back.
“Who can hear recorded client calls?”
Only the logins you allow. Recordings, summaries and transcripts are three separate permissions, a login can be held to one team, and every read of a recording or a transcript is written to a log.
“Can we text clients?”
Yes, from the firm number, in a Webex space the staff shares or on the Messaging page. Keep texts to reminders and dates. A Social Security number or a return never goes by text.
“Does Callpop work with our software?”
It opens the client in QuickBooks or any system whose record address takes an id, and the client list comes in as a file, by email or on a schedule. Nothing inside your software changes.
“Can we add people for the season?”
Yes. Billing counts the seats on the account on the 1st of each month, so a seat added in January and removed in May costs only the months it was there. No contract and no minimum.
“Do lenders and brokers use it the same way?”
Yes. The borrower’s file opens from Callpop, every call is recorded with a summary of what was quoted, and loan officers take the office line on their cell with the firm’s number showing.
“What does it cost for a firm of ten?”
$29.95 per seat a month, so ten seats are $299.50, with every feature in every seat. A fax line is $14.95 a month. Federal telecom fees are included, and New York sales tax is the one line added in New York.
“Is there a contract?”
No. Month to month, no early-termination fee, and your numbers leave with you if you go. There is no trial. A person shows you the system on your own calls and sets up the season with you.
Where we serve accountants and lenders. Firms in these towns run their phones with our office in Brooklyn, by phone and on Webex, through every season.
Every town we serveOne price, every seat
One price for every seat, in season or out.
A person picks up, shows you the system on your own calls, and sets up the queue, the client list and the fax line with you.
$29.95 per seat per month, every feature in every seat, month to month, no contract. New York sales tax is the one line added in New York. Nothing is added in New Jersey. Add-ons and usage