Front Office is a cloud-based phone system for your tax office.
Tax work is seasonal and every office is different, so we understand that one-size-fits-all solutions often don’t fit you.
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.
Just $43.00 per month per line (extensions are free)
Make a great impression with the very first call. Set the tone for a lasting relationship.
Auto Attendant, Conference Calls, Call Queuing and dozens of other features to meet your needs-and your clients.
Music or custom messages tailored foryou with tax tips, IRS notifications and more.
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.
Inbound and outbound calls can be automatically recorded, helping you eliminate Errors and Omissions claims.
English and Spanish voicemail messages can be transcribed to text and emailed to you along with the recordings with translations if needed.
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.