Certus Accounting & Tax Services

About Certus Accounting & Tax Services

With a team of 29 professionals, Lee Bowen’s accounting firm, Certus, is dedicated to helping small business owners succeed with expert financial guidance.

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In his search to enhance client service and improve operations, Lee turned to VXT, a VoIP phone system built for accountants.

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Problem

As the firm grew, so did the need for a phone system that could keep the team connected and organised, no matter where they were working.

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Certus needed a solution that would:

• Keep staff available to clients whether they were in the office, working remotely, or on the road.
• Integrate with Karbon, their practice management system.
• Allow quick and consistent documentation of client calls.
• Support smooth onboarding and training for the whole team.

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Solution

VXT’s cloud-based VoIP system, with mobile and desktop apps, gives Certus the flexibility and integration they were looking for.

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The switch delivers key improvements:

• Remote flexibility and improved client experience: As a cloud-based system, VXT allows for more flexible work arrangements, supporting remote and hybrid work models. Staff can make and receive calls from the office number anywhere, ensuring a consistent, professional presence.
• Faster documentation: Conversations can be logged immediately after a call and attached to client records, saving time, improving record-keeping and reducing the risk of missed details.
• Automatic saving to Karbon: Calls, notes, and transcripts can be saved directly to the correct work item or contact in Karbon, eliminating double-handling and keeping all client information in one place.

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With VXT, Certus has achieved greater flexibility, improved client experience, and better operational efficiency.

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The team can work from anywhere without sacrificing their availability, and every interaction is documented accurately and instantly.