VoIP for Accountants | Smarter Communication for Your Financial Services Firm
Streamline your accounting firm's communication with a cloud phone system for accountants designed to save time, improve client experience, and enhance productivity. With hosted VoIP services tailored for small business accountants and larger firms alike, ensure your calls and client information remain private while your team stays connected wherever they are.
A modern
VoIP phone system for accountants
is more than a replacement for a traditional phone, it’s a complete
unified communications solution for financial services firms
that integrates with
accounting software,
practice management software, and even
virtual tax solutions. By connecting your team through a single platform, your
accountancy practice
can operate efficiently and respond instantly to your clients.
Integrates with All Popular Accounting CRMs
We're Trusted By 500+ Accountants in the UK
Walling Acountants
Watergates
Taxsure
Tax Assist
S & Y Accountants
Raine Accountants
Precision Accountants
Accountants & Tax Consultants
Leicester Commercial Accountants
Clearsight Accountants
BKB Chartered Certified Accountants
Bilberry Accountants
Business VoIP Services for Accounting Firms
Business VoIP services are designed to make communication easier, faster, and more reliable for accounting firms. These services help accountants to manage client phone calls, schedule appointments, and integrate communications into their daily workflow. Key benefits include:
- Seamless integration with accounting software: Access client data during calls and log interactions automatically.
- Advanced call routing for accountants: Forward calls to the right staff member, ensuring no client phone calls are missed.
- Enhanced collaboration: Team members can transfer calls, leave notes, and communicate via unified messaging, all in one platform.
For
small business accountants,
hosted VoIP for accountants
eliminates the need for costly phone infrastructure while providing enterprise-level features. By using a
cloud phone system for accountants, firms can handle high-volume call periods, particularly during
tax season call management, without compromising service quality.
Cloud VoIP for Accountants - Flexibility and Cost Savings
Investing in VoIP Phone System for Accountants provides flexibility and scalability for accounting services of any size. Unlike traditional telephone networks, VoIP phone systems make it easy for businesses to:
- Scale: Increase or decrease the number of users smoothly as their financial services business needs change
- Save: Cloud VoIP for Accountants can reduce the phone bills by up to 40%.
- Experience Flexibility: Allow employees to answer calls while away from the office (including at home), ensuring continuity of service throughout the organisation, especially for remote accounting teams.
In addition, by allowing users to utilise multiple devices while connecting simultaneously to the VoIP service, VoIP for accountants enables companies to remain flexible in their work environments and assures continuity of service even if some employees work from different locations. Furthermore, by combining VoIP Phone Systems with Accounting Software, Accountants can increase efficiency by providing improved methods of client communication, decreasing the occurrence of missed calls, and enhancing the overall client experience.
Hosted VoIP Services:
Reliability and Security
Hosted VoIP services offer reliability and security crucial to financial services' VoIP phone systems. Accounting firms handle sensitive client information daily, and a secure VoIP system for accounting firms UK ensures all calls and recordings are strongly protected. Key advantages include:
- Encrypted calls and secure storage for VoIP call recording accountants rely on for compliance.
- Redundancy and uptime guarantee: Even during power outages or internet issues, calls can be routed to mobile devices.
- Integration with practice management software: Reduce administrative work by syncing client phone calls and contacts automatically.
By choosing hosted VoIP for accounting offices, firms benefit from a robust system that protects data, improves team collaboration, and ensures continuity in remote accounting teams.
Cloud Phone System for Accountants -
Key Benefits
A
cloud phone system for accountants enhances communications, compliance, and client satisfaction. This system is built for modern
accountancy practices:
VoIP with Call Recording
VoIP call recording for accountants is essential for compliance and record-keeping:
- Automatically record client phone calls for auditing and quality control.
- Integration with accounting software ensures notes and records are accurate.
- Useful for training new team members or reviewing client interactions.
Call Routing for Accountants
Advanced call routing for accountants ensures calls are handled efficiently:
- Route calls based on priority, client type, or team availability.
- Reduce missed calls during busy periods like tax season call management.
- Keep VIP clients prioritised for personalised service.
Voicemail to Email for Accountants
With voicemail to email for accountants, messages are delivered instantly:
- Staff can respond quickly to client queries with VoIP for accountants.
- Share voicemails securely with colleagues when needed.
- Ideal for
remote accounting teams who may not always be in the office.
Looking for Secure & Compliant VoIP for Accountants?
VoIP for
Remote Accounting Teams
Modern accounting services often require remote work capabilities. Cloud VoIP for accountants allows teams to:
- Take calls securely from laptops, mobiles, or tablets with VoIP for accountants.
- Collaborate via unified messaging, SMS, and video conferencing.
- Integrate client phone calls with practice management software for accurate records.
- Even while working remotely,
secure VoIP for accountants ensures your
accountancy practice maintains professional standards and continues providing excellent
client communication.
Improve Client Experience
with VoIP for Accountants
Enhancing client experience is crucial for accountants. VoIP to improve client experience helps firms:
- Reduce wait times with call routing for accountants.
- Automatically log client phone calls in accounting software.
- Provide clear, recorded advice through a VoIP call recording accountants trust.
- A professional
internet phone system for accountants
ensures clients always reach the right team member promptly, building trust and long-term relationships.
VoIP for Tax Season
Call Management
Peak periods, such as tax season, require efficient call management:
- Dynamic call queues ensure no calls are missed.
- Priority routing helps urgent client queries get immediate attention.
- Call analytics for accounting firms allow you to monitor team performance and identify bottlenecks.
- With a
cloud phone system for accountants, staff can handle high-volume periods without stress, maintaining high client satisfaction.
Call Analytics and Reporting - For Accounting Firms
Monitor the calls performance via Call Analytics for accounting firms
- The users can track missed calls and the time it takes them to respond, along with the duration for each of their calls.
- They can assess the patterns of their client phone calls so they can schedule and staff accordingly.
- They will use the call analytics to develop their team and improve client communication with their team.
Using the analytics dashboard provided by the
VoIP phone systems for accountants,
your financial firm becomes more compliant and efficient than traditional telephone systems.
VoIP Integration
with Accounting Softwares and CRMs
Integration with software and CRMs is a major benefit of VoIP for accountants:
- Access client details during calls for faster, personalised service.
- Sync contact records automatically with practice management software.
- You can directly trigger workflows or reminders through your VoIP phone system.
- By integrating the VoIP for accountants into your practice as an accounting firm, you will have less manual effort and will allow for more accurate recordkeeping, while also allowing your firm's staff to focus on accounting services instead of administrative tasks.

Our VoIP for Accountants seamlessly integrates with the popular CRMs like Xero, Sage and Quickbooks.
VoIP Integration with
Xero CRM
Our VoIP integration with Xero gives your team instant access to client information and call-history while on the phone — making communication faster and more organised.
Supported Features
- Address Book Search: Quickly find any contact stored in Xero and dial them from your phone system.
- Click to dial: Start calls straight from the Xero interface with a single click, no manual dialing required.
- Caller details preview: See who’s calling before you answer so you have context upfront.
- Manual screen pop: Manually open the contact’s record in Xero when needed.
- Auto screen pop: When a call comes in, the contact’s details automatically pop up, so you don’t have to search.
- Automatic call-activity logging: Each call is automatically logged into Xero with duration and timestamp, giving you full call history without manual entry.
- Manual call-activity logging: If needed, you can log calls manually to add extra notes or details.
- Live Mode: Keep your contact data live and synced with Xero, ensuring you always have the most up-to-date information.
- Add contact: Easily create a new contact in Xero directly from the call screen if the caller isn’t already in your database.
- Cached Mode: Even if you’re offline, previously synced contacts remain available so you can still dial or view histories.
VoIP Integration with
Sage CRM
Our Sage CRM VoIP integration simplifies calling and contact management — letting your accountants view caller info and swiftly dial contacts without switching systems.
Supported Features
- Address Book Search: Search your Sage contacts directly to find and call the right client fast.
- Click to dial: Dial contacts in Sage with just one click, eliminating manual dialling.
- Caller details preview: See who’s calling before picking up so you’re better prepared.
- Manual screen pop: If needed, manually open the contact’s record in Sage during or after a call.
- Auto screen pop: Have Sage automatically display the caller’s contact record when a call comes in, giving you instant context.
VoIP Integration with
QuickBooks CRM
Our QuickBooks VoIP integration lets you handle calls directly within the QuickBooks CRM, giving instant access to client data and letting you manage contacts, all without leaving your accounting interface.
Supported Features
- Address Book Search: Find your QuickBooks contacts instantly and place calls directly.
- Click to dial: Use a single click to dial a contact from QuickBooks, saving time in busy workflows.
- Caller details preview: View caller info before answering so you know who’s on the line.
- Pop contact in edit mode: Open the contact’s record directly in edit mode to update details if needed immediately after or during a call.
- Auto screen pop: Automatically bring up the caller’s contact record when a call starts, giving your team full context.
- Manual screen pop: Manually open contact records if required, useful for follow-ups or updating details.
- Cached Mode: Previously synced contacts remain available even when offline, letting you call or view history without a fresh sync.
- Add contact: Quickly add new callers to QuickBooks as contacts if they don’t already exist, keeping your database up to date.
Looking for Secure & Compliant VoIP for Accountants?
Mobile VoIP for Accountants
With mobile VoIP phone systems, accountants can work flexibly:
- Answer calls securely from smartphones on the go.
- Access client phone calls from anywhere, maintaining professional service.
- Collaborate with colleagues via integrated messaging, video, or email.
This flexibility supports
remote accounting teams
and
virtual tax solutions, keeping your
accountancy firm
productive regardless of location.
Looking for Secure & Compliant VoIP for Accountants?
Compliance and Data Security
for Financial Services Firms
Compliance is critical in financial services. Secure VoIP for accounting firms UK ensures:
- All VoIP calls are encrypted and securely stored.
- Call recording financial services are GDPR and UK regulation compliant.
- Data security protects both client information and the firm’s reputation.
- Using
hosted VoIP for accountants, your team can confidently manage sensitive
client phone calls while remaining fully compliant.
Why Choose The VoIP Shop for your Phone System?
The VoIP Shop provides cloud VoIP for accountants tailored to the unique needs of accounting firms:
- Scalable solutions for small and large teams.
- Fully secure VoIP for accounting firms UK compliant.
- Integrates with accounting software and practice management software.
- UK-based support ensures quick assistance whenever needed.

Request a quote, and one of our phone system specialists will get in touch with you to discuss how our VoIP service for accounting can transform your accountancy firm.
Transform Your Financial Services Firm Communication with VoIP for Accountants
FAQs About VoIP For Accountants
Answers to some of our most commonly asked questions for VoIP for Accountants
