SNSYS for Accounting Firms

Tax season fills every line.
SNSYS answers all of them.

SNSYS answers every call around the clock, recovers outstanding fees, and keeps client relationships documented even as associates come and go.

See how it works
The reality

Accounting firms lose clients in silence.

No one complains. They call, get voicemail, and find a firm that picks up. You never know they called.

72%
of client calls during tax season go to voicemail
When the phones are busy, prospective clients calling about engagement letters reach voicemail.
$120K
average outstanding AR per mid-size firm
Advisory fees, tax prep invoices, and bookkeeping retainers that sit 60, 90, 120 days past due.
31%
of clients leave within 2 years
Not because of bad work. Because calls went unreturned and follow-ups came slow, leaving them feeling like an afterthought.
What changes

Three modules that transform your firm.

SNSYS is a platform with seven modules. These are the three that hit hardest for accounting.

Voice Receptionist

Handle tax season call volume without hiring temps.

Your Voice Receptionist answers on the first ring. Unlimited simultaneous calls. No seasonal hires, no temp agencies, no dropped prospects.

  • Answers unlimited calls simultaneously during peak season
  • Routes by service type: tax prep, advisory, bookkeeping, payroll
  • Texts callers document checklists and engagement letters mid-call
  • After-hours handling for clients with urgent filing questions
from $199/mo
24/7
coverage
Unlimited simultaneous calls. No seasonal hires, no temp agencies, no dropped prospects.
Revenue Recovery

Recover aging invoices without the partner conversation.

Professional outreach from your firm's number, not a collections agency. Graduated follow-up that preserves client relationships while recovering what's owed.

  • Professional outreach from your firm's number, not a collections agency
  • Graduated follow-up: reminder, statement, final notice
  • Texts payment links for instant settlement
  • Real-time sync with your billing system for live AR tracking
performance-based
60-80%
recovery rate
On invoices your staff had stopped chasing. Performance-based pricing.
Customer Intel

Client history that survives associate turnover.

Every call, meeting, and interaction captured. Associates leave, client knowledge stays. New hires inherit full context from day one.

  • Complete interaction timeline for every client across all touchpoints
  • Engagement renewal reminders based on client lifecycle patterns
  • New associates inherit full client context from day one
  • Flags clients showing disengagement signals before they leave
from $199/mo
100%
context retention
Every call, meeting, and interaction captured. Associates leave, client knowledge stays.
Everything connects

The rest of the platform.

Voice Receptionist, Revenue Recovery, and Customer Intel are the highest-impact modules for accounting. But the full platform covers every layer of your firm.

Security + Sensors
Protect confidential client files with enterprise cameras and environmental monitoring.
Smart Access
Secure after-hours access for partners. Client document drop-off without staff present.
Guest WiFi
Capture visitor information from every client and prospect who enters your office.
Managed Network
Secure enterprise infrastructure for confidential financial data. We manage everything.
Business Website
Professional website built and managed for your business. Built for search, mobile-first, always up to date.
Growth Engine
Automated marketing campaigns, review generation, and customer re-engagement. Powered by your data.

Frequently Asked Questions

How does Voice handle the surge of calls during tax season?

Voice answers unlimited simultaneous calls, so the January through April rush never overwhelms the phones. Every caller gets an immediate answer for scheduling, document status, or general tax questions, even when the entire staff is in client meetings.

Can Voice schedule appointments with specific accountants or CPAs?

Yes. Voice books appointments based on accountant availability, client type, and service needed. It distinguishes between tax preparation, bookkeeping reviews, payroll consultations, and advisory meetings.

How does the system handle calls about document or return status?

Voice can share pre configured status updates linked to client accounts. Callers checking on their return, requesting copies of filed documents, or confirming extension filings get answers without pulling staff away from billable work.

Does Voice cover after hours calls during filing season?

Every call is answered 24/7, which is critical during the weeks leading up to filing deadlines. After hours callers can schedule appointments, ask about document requirements, and receive office directions. Urgent messages are flagged for the next morning.

How does SNSYS handle client confidentiality for accounting firms?

All call recordings, client data, and interaction logs are encrypted and stored securely. SNSYS maintains strict access controls and data handling procedures appropriate for firms managing sensitive financial information.

What does SNSYS cost for an accounting firm?

The Voice Receptionist starts at $199/mo with unlimited calls. Revenue Recovery for unpaid invoices is performance based. Every plan includes a 7 day free trial, cancel anytime.

Ready to stop losing clients to voicemail?

One conversation. Bring your AR aging report.

(475) 264-4979
or
Book a Free Assessment