Certus Accounting & Tax Services

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

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In his quest to enhance client service and streamline operations, Lee turned to VXT, a VoIP phone system tailored for accountants. Here's how this decision has transformed his business:

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Seamless Availability

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Bowen emphasizes the importance of being accessible to clients. Because VXT is a cloud based VoIP phone system with mobile and desktop applications, it means that the Certus team are always accessible. This ubiquitous presence has been a game-changer for Lee's firm, addressing a critical need in client service.

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"The biggest value add is availability... we're more present for clients. We can become available no matter where we're at. Clients have no idea if we're at home or on the road, or we're in the office, which I think is nice."

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Integration with Karbon

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VXT's integration with accounting practice management software like Karbon was a key factor in Lee's decision:

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"It was really based off being ubiquitous throughout mobile and desktop, but also that it was integrated well with our practice management software, Karbon."

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This integration streamlines workflows and ensures consistent documentation of client interactions.

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Efficient Communication Documentation

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One of Lee's favorite features is the ability to document conversations efficiently:

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"I like that I could finish a conversation and then immediately document that conversation or transcribe the conversation and add it to Karbon as a work item."

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This feature enhances record-keeping and helps maintain clear communication trails with clients.

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User-Friendly Implementation

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Despite time zone differences, Lee found the implementation process smooth:

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"I thought it was great. Even though we had different time zones, dramatic difference in time zones with the Kiwis there and us, they were really responsive. I loved that people were able to get on the phone with us and to do Zoom calls with us, train the team with us."

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This level of support ensured a successful transition to the new system.

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Key Results

• Newfound Flexibility: As a cloud-based system, VXT allows for more flexible work arrangements, supporting remote and hybrid work models.
• Increased client satisfaction: Certus team members are now accessible to clients regardless of their location, improving client satisfaction and communication.
• Streamlined Documentation: The integration with Karbon allows for immediate and consistent recording of client interactions.