Front Office is a cloud-based phone system for your tax office.
Front Office provides texting (SMS/MMS) to your clients so you can send and receive text messages individually or in groups.
Drawing on 25 years of experience working with tax offices, we design your Front Office to meet your unique needs. We build it, set it up, and tweak it until it works just the way you want.
Front Office integrates seamlessly with the Tax Infoline, so your clients can hear the current status of Federal and State tax returns.
Front Office provides the best combination of features and is tailor made for your growing tax offices.
Auto Attendant, Conference Calls, Call Queuing and dozens of other features to meet your needs-and your clients.
Send and receive individual messages as well as group campaigns. Send documents as well.(Ask about Front Office Premium for more enhanced features)
Integrated with Tax Infoline, clients can get the current status of their federal and state tax returns and/or bank products. Support for ATX, Crosslink, Drake, Jackson Hewitt, Taxwise, uTax and more.
CRM manage all clients communication, automatically log calls, texts and voicemails. CRM automatically creates new records for unknown callers.
English and Spanish voicemail messages can be transcribed to text and emailed to you along with the recordings with translations if needed.
Make a great impression with the very first call. Set the tone for a lasting relationship.
Music or custom messages tailored for you with tax tips, IRS notifications and more.
Inbound and outbound calls can be automatically recorded, helping you eliminate Errors and Omissions claims.
Get up to the minute call details, including call volume, caller details, and call durations.
Change your forwarding schedule over the web, and take advantage of our after-hours and weekend call handling.
With just an internet connection, your support representative will be there to help you get set up and offer suggestions to improve the effectiveness of Front Office.