Do we need IT staff to set this up, or can our office manager handle it?

For Accounting Firms

An office manager or practice administrator can set this up without IT involvement. There is no hardware to install, no PBX or phone-system reconfiguration on your end beyond call forwarding (which most firms do through their existing VoIP provider or carrier's standard forwarding settings), and no software to deploy on staff computers. The setup steps, connecting the phone number, linking the calendar, entering your service menu and qualifying questions, are done through Voksha's account dashboard and take 5-30 minutes for someone familiar with the firm's operations, which is usually the office manager, practice administrator, or a partner handling admin during the slower months. Firms using a practice management platform like Karbon, Financial Cents, or Practice Ignition may want a few extra minutes to confirm the integration is pulling lead and appointment data into the right place, but this is also a dashboard-level configuration, not a developer task. The one place IT involvement sometimes helps is if your firm's phone system is more complex, for example a multi-office setup with a shared VoIP provider like RingCentral or a legacy PBX, where call forwarding rules may need to be set at the system level rather than per line. Even then, it is usually a one-time coordination step with whoever manages your phone provider account, not an ongoing technical requirement. Most solo and small firms complete the entire setup themselves in under an hour without contacting support.