Built for Accounting Firms

Every client reached. Every deadline kept.

When tax season hits and the phones never stop, VoxSun keeps your firm responsive. A cloud phone system that routes clients to the right preparer, answers the overflow automatically, and keeps every conversation organized — so nothing slips during your busiest weeks.

Handles tax-season surgesKeep your existing numbersNo long-term contractsSetup in under 1 day

Infrastructure powering businesses across North America, Europe & Africa · Montreal, Quebec

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Sound familiar?

Your firm is losing billable time — and clients — to a phone system designed for a different era.

The phone is supposed to make client relationships easier. In most accounting firms, it does the opposite.

Billable time evaporates into phone administration

Your senior accountants are fielding calls about invoice queries, appointment requests, and document reminders — work that should never reach them. Every hour spent on admin is an hour not billed.

Tax season overwhelms your capacity

January through April, your phone never stops. Clients calling about deadlines, document checklists, extension requests. Your team can't bill and answer calls at the same time — and something has to give.

Client calls lack a proper record

A client claims they told you about a material piece of information over the phone. You have no recording, no log, no transcript. In a regulated profession, that gap is a liability.

Built for Accounting Firms

A phone system that protects your team's time and your firm's professional standards.

From client routing to call recording — every feature built around the needs of a professional services firm.

Client-Based Call Routing

Route inbound calls to the correct account manager or partner automatically — by client name, matter type, or department. Clients always reach their accountant. Partners aren't fielding calls meant for juniors.

Compliant Call Recording

Record all client calls for professional liability protection, quality review, and dispute resolution. Recording notification included. Retention configurable for your jurisdiction's regulatory requirements.

Voicemail-to-Email with Transcription

Every voicemail transcribed and emailed to the right team member the moment it lands. No listening to audio. No message slipping through during busy season.

Smart Call Screening & Priority Routing

Distinguish urgent client calls from routine enquiries. Partners and senior staff receive only the calls that genuinely require their expertise. Junior team members handle the rest.

CRM & Practice Management Integration

Connect VoxSun to Xero, QuickBooks, Sage, or your practice management system. Client records surface on incoming calls. Every interaction logged automatically. Zero manual entry.

Call Analytics for Practice Management

Understand call volume by client, by team member, and by period. Identify your busiest windows. Use data to plan staffing for tax season instead of guessing.

New AI module — BoostMyDeal

Your AI assistant. Always on. Handles the season's overflow.

BoostMyDeal answers overflow and after-hours calls during your busiest weeks — collects the client's request, answers routine status questions, books appointments, and transfers urgent matters straight to an available preparer.

Tax-season overflow coverage

AI picks up when every preparer is already on a call.

Same-day responsiveness

Every client greeted instantly, even at peak volume.

Appointment booking

AI schedules drop-offs and review meetings into your calendar.

Live transfer when needed

Urgent filing questions routed to an available preparer.

AI Voice Agents

Human-like agents that answer, qualify, and book — 24/7, in your brand voice.

Intelligent Qualification

Every caller screened and prioritised so the right ones reach your team.

Automated Booking

Appointments and callbacks scheduled straight into your calendar.

Outbound AI Calling

Follow-ups and reminders placed automatically, at scale.

Automation Workflows

Trigger actions across calls, SMS, and email with no manual busywork.

Conversation Intelligence

Every call transcribed, summarised, and synced to your CRM.

Hot transfers, handled instantly.

When a caller is ready to buy, the AI connects them to an available rep in real time — no callbacks, no lost momentum.

See It In Action

How BoostMyDeal works for Accounting Firms

  1. 1Caller dials inYour number rings VoxSun’s AI the moment your team can’t pick up.
  2. 2AI greets & qualifiesThe agent answers in your brand voice and understands what the caller needs.
  3. 3Books or routes liveIt books the appointment or transfers hot calls to an available person.
  4. 4Everything is loggedThe call, outcome, and contact details sync to your CRM automatically.
  5. 5Your team focusesStaff handle real work while no opportunity slips through.
INTEGRATIONS

Works with your existing tools.

Native CRM integrations, plus Zapier, Make, n8n, Webhooks, and a full REST API. Plug in and go — no ripping anything out.

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Need something custom? Use our API.

VoxSun's full REST API lets your dev team build any integration or workflow. Webhooks, SIP trunking, and full docs included.

VoxSun_code-iconGET /v1/calls/{id}/recording

Live in a day. No disruption to your business.

No hardware. No downtime. Keep your existing numbers and switch accounting firms over fast.

1

Book a 15-minute onboarding call

Tell us how your team works. We map your routing, extensions, and AI greeting before you ever switch.

2

Port your existing numbers

Keep every number your customers already know. We handle the transfer with zero downtime.

3

We configure everything for you

Routing rules, voicemail-to-email, call recording, and your AI agent — set up and tested by our team.

4

Go live the same day

Train your team in minutes, on any device. No hardware to install, no IT project required.

Why Us

Trusted by growing businesses

F

Frederique Jehase

1 year ago

We switched our whole phone system to VoxSun and never looked back. Follow-ups happen automatically and we never miss a call.

D

Dominique Larouche

6 months ago

The AI voice agent answers after hours and books appointments for us. It pays for itself every single week.

C

Coop Audiovisuelle GTS

2 years ago

Setup was faster than changing providers. We were live in under a day and kept all our numbers.

A

Anthony Olmos

1 year ago

Best customer support I have dealt with. The routing and analytics give us visibility we never had before.

R

Raymond Jabbour

8 months ago

We moved off a legacy VOIP platform and the call quality is noticeably better — plus the AI is a game changer.

P

Pierre Beaupré

4 years ago

VoxSun has been a reliable partner for years. The new AI features keep them ahead of everyone else.

Frequently asked questions

Everything you need to know

Live in a day. Keep your numbers. No IT team required.

The question everyone asks

How fast can we actually go live?

Most teams are live the same day. We map your routing, port your existing numbers, and configure your AI agent for you — with no hardware to install and no downtime during the switch.

Yes. We port every number your customers already know with zero downtime, so you never miss a call during the switch.

Upgrade your firm's communications

Stay responsive through every deadline and keep every client relationship strong.