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Accounting Firms

How does Voksha work for a regional CPA firm with multiple office locations?

Avi NashVP of Growth

For Accounting Firms

Multi-office firms typically configure Voksha per location, each office keeps its own phone number, its own qualifying script if service offerings differ by location, and its own calendar routing to the partners and preparers based there, rather than funneling every call from every office into one undifferentiated queue. This matters because regional firms often have location-specific specialties, one office might handle more agricultural or farm clients, another more real estate or construction, and qualifying questions or routing priorities can reflect that rather than treating every caller identically regardless of which office they called. For firms where clients call a central number and expect to be routed to their nearest or assigned office, Voksha can be configured to ask location or existing-preparer questions early in the call and route accordingly, similar to how a human call router would triage the same request. During tax season, a regional firm's total call volume across all offices can easily reach several hundred to over a thousand calls a month, at which point Enterprise, starting at $990 a month with a custom call volume, is typically the right tier rather than trying to spread multiple Premium subscriptions across locations, since Enterprise pricing is built around your firm's actual aggregate traffic. Multi-office firms also benefit from centralized visibility into call summaries and booking data across every location, giving firm leadership a single view of tax-season volume, conversion, and staffing needs across the whole practice rather than having to compile that picture manually from each office separately.

Multi-office firms typically configure Voksha per location, each office keeps its own phone number, its own qualifying script if service offerings differ by location, and its own calendar routing to the partners and preparers based there, rather than funneling every call from every office into one undifferentiated queue. This matters because regional firms often have location-specific specialties, one office might handle more agricultural or farm clients, another more real estate or construction, and qualifying questions or routing priorities can reflect that rather than treating every caller identically regardless of which office they called. For firms where clients call a central number and expect to be routed to their nearest or assigned office, Voksha can be configured to ask location or existing-preparer questions early in the call and route accordingly, similar to how a human call router would triage the same request. During tax season, a regional firm's total call volume across all offices can easily reach several hundred to over a thousand calls a month, at which point Enterprise, starting at $990 a month with a custom call volume, is typically the right tier rather than trying to spread multiple Premium subscriptions across locations, since Enterprise pricing is built around your firm's actual aggregate traffic. Multi-office firms also benefit from centralized visibility into call summaries and booking data across every location, giving firm leadership a single view of tax-season volume, conversion, and staffing needs across the whole practice rather than having to compile that picture manually from each office separately.

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