For Tax Consultants & Auditors

The Phone System for Tax Advisors and Consultancy Firms

Clients expect that your office and your tax consultants are available – especially when deadlines are looming.
With the PASCOM cloud phone system, you and your advisors are always available on the office number whether in the office, in home office or on the go. Calls can be expertly distributed across your team and documented – all without additional effort or cost.

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Day to Day Work

What Tax consultancy phone systems should deliver

In a tax consultancy, the phone tends to ring most frequently when everyone is at their busiest - ahead of filing deadlines, during the end of year financial statements and reports, or when the tax assessments arrive. As a result everyone is juggling managing workloads and handling calls, while some employees work remotely and conversation notes end up on scraps of paper rather than in client files.

Many tax consultants are still using traditional phone system for their business telephony, which do not support either mobile working or professional documenting of client calls. Therefore, a modern tax consultants phone system must deliver on three key aspects: constant, reliable availability, flexibly support remote working, and enable effortless communication that seamlessly integrates in to the consultancy's everyday workflows.

Your Benefits

Tax Consultancy Phone Systems: Everything your Tax Office needs

PASCOM integrates telephony, accessibility, and documentation into a cloud-based phone system tailored to the workflows of tax consultancy and auditing firms.

Always available under your business number

Whether at your desk, in home office or on site at a client and no matter whether you use your desktop phone, desktop app or smartphone app, you will always make and receive calls on your business phone number. Private phone numbers stay just that - private.

Targeted Call Distribution

Whether with or without AI support, PASCOM's automatic call routing ensures that no client call goes unanswered. Calls are directed to the responsible consultant, advisor or colleague.

Manage Business Hours and Prompts

Centrally manage and update open hours, public holidays, and company holidays. Professional, bespoke voice prompts, announcements and music on hold keep clients informed - even after hours.

Recognize clients, document calls

Incoming calls are automatically assigned to the correct client. The DATEV integration allows you to dial directly from within your tax consultancy software and track call details for billing.

Digitally send and receive faxes

Government agencies and the finance office still use faxes. With PASCOM's integrated fax server, faxes are received as PDFs in your inbox - no analog fax machines, no pile of papers.

Data Protection which you can trust:

Client data is very sensitive. PASCOM cloud phone systems are hosted and operated in compliance with the GDPR, from certified data centres.

Cloud Phone System for Tax Consultants instead of Hardware in Server Rooms
Cloud Phone System

Cloud Phone System for Tax Consultants instead of Hardware in Server Rooms

With PASCOM, you no longer need any physical phone system hardware in your offices. The system is hosted in the cloud, and updates and maintenance are all done by PASCOM. Simply take your existing phone numbers with you, and set up your new workspace within minutes.

This is especially beneficial for tax consultancies that are growing and have multiple office locations. You only pay for the users that you actually need - thanks to a transparent price model and no hidden fees.

Pricing
Home Office & Mobile Working

Telephony for Home Office and Mobile Working Tax Advisors

Today, many tax consultants operate a hybrid working strategy. With the PASCOM apps for Windows, macOS, iOS and Android, your tax consultancy communications are with you everywhere. You can see who within the team is currently available, transfer calls with a click and effortlessly move active calls from your desktop to mobile device.

Bring Your Own Device is a good option: employees use their own smartphones, without having to use or reveal their private phone number.

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Integrated

Telephony that fits into your firms day-to-day

The choice of tax consultancy software is not vast, and PASCOM integrates into the software you likely already use - namely DATEV. With the DATEV Integration you can automatically recognise calls and associate them with clients, start calls from within DATEV and use call detail records for accurate call documentation and minute exact billing. Further more, integrations with MS Teams, WhatsApp, Memtime and other tools make PASCOM an ideal choice for tax consultancies.

DATEV Integration: Learn More
: PASCOM Intelligence

More time for clients with AI support

PASCOM intelligence can be setup to automatically transcribe call recordings and voicemail messages and then summarise the content within the PASCOM apps. As such, each client call can be professionally documented, without requiring you to take notes. This saves time, keeps your focus on the client and ensures key information isn't lost.

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Made for tax consultants

Why tax consultants choose PASCOM

Available

One phone number, all devices, every workplace.

Integrated

Connect to DATEV and your tax industry software.

Planbar

Transparent per user pricing, no hardware costs.

Secure

GDPR compliant hosting in certified data centres.

Test the PASCOM phone system for you tax consultancy
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Test the PASCOM phone system for you tax consultancy

See for yourself and test PASCOM for free. Or let us show you in a personalised online demo, including how PASCOM fits into your Tax firm.

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Cloud Telephony for Tax Consultants FAQs