How long does it take to set up Voksha before tax season starts?
For Accounting Firms
Basic setup takes about 5-30 minutes: connecting your phone number, configuring your firm's calendar (Google Calendar, Outlook, or Calendly) for consultation booking, and loading your service menu (tax prep, bookkeeping, payroll, advisory) so Voksha can answer common questions accurately. Most firms doing this in November or December, ahead of the January surge, have it fully live within a day, including a test call or two to confirm the script sounds right and the calendar sync is booking into the correct slots. The part that takes longer than the technical setup is deciding what you want Voksha to actually do on a call: which qualifying questions to ask (entity type, estimated revenue, whether it is a new business or existing client), how to route calls that need a partner immediately versus those that can be scheduled normally, and what pricing or service information you are comfortable having stated over the phone versus reserved for a live consultation. Firms that come in with those decisions already made can be fully configured in under an hour. If you are setting this up in the middle of January after the surge has already started, it still only takes 5-30 minutes to get live, there is no multi-week onboarding queue, which matters because firms often realize they need coverage only after the first week of missed calls. The 7-day money-back guarantee also means you can set it up, run it through a real week of tax-season calls, and adjust or cancel if it is not fitting your workflow.
Basic setup takes about 5-30 minutes: connecting your phone number, configuring your firm's calendar (Google Calendar, Outlook, or Calendly) for consultation booking, and loading your service menu (tax prep, bookkeeping, payroll, advisory) so Voksha can answer common questions accurately. Most firms doing this in November or December, ahead of the January surge, have it fully live within a day, including a test call or two to confirm the script sounds right and the calendar sync is booking into the correct slots. The part that takes longer than the technical setup is deciding what you want Voksha to actually do on a call: which qualifying questions to ask (entity type, estimated revenue, whether it is a new business or existing client), how to route calls that need a partner immediately versus those that can be scheduled normally, and what pricing or service information you are comfortable having stated over the phone versus reserved for a live consultation. Firms that come in with those decisions already made can be fully configured in under an hour. If you are setting this up in the middle of January after the surge has already started, it still only takes 5-30 minutes to get live, there is no multi-week onboarding queue, which matters because firms often realize they need coverage only after the first week of missed calls. The 7-day money-back guarantee also means you can set it up, run it through a real week of tax-season calls, and adjust or cancel if it is not fitting your workflow.
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