Episode
598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
- Podcast
- Jason On Firms Podcast
- Published
- Apr 10, 2026
- Duration seconds
- 4456
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/f9452817
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Summary
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! [email protected] In this episode, I break down how accounting firms should actually think about communication, from whether phones still matter to how to structure client expectations and response times. I walk through why most firms get overwhelmed by making the wrong people too accessible, and how to design a communication system that protects focus while still delivering a high-touch client experience. I dig into what happens when someone replaces their CPA with an AI agent, what that signals about where things are heading, and how firms should respond. I also cover how to prepare your systems for AI, what actually makes software “agent-ready,” and how AI may or may not change when you should start your own firm. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps ☎️ VOIP Phone Options: Dialpad https://www.dialpad.com/ Quo https://www.quo.com/ Allo https://www.withallo.com/ Nextiva https://nextiva.com/ Ooma https://www.ooma.com/ 💰 Today's Sponsors TeamUp: https://www.hireteamup.com/jason Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Soraban: https://www.soraban.com/ Canopy: g…