Telecoms for accountants & IFAs
Phone systems, connectivity and support for accountants, bookkeepers and financial advisers, built around busy season, client confidentiality, and never missing the call that turns into an engagement.
Sound familiar?
You are in the business of numbers and deadlines, not chasing a phone provider. These are the problems we fix for accountancy and advice firms every week.
At tax and year-end deadlines the calls spike, and clients who cannot get through get anxious fast.
Prospective clients ring around. If you do not pick up, the next firm on the list does.
Financial records and personal details demand secure systems on every device and at every site.
Filing deadlines do not move just because a broadband line has gone down.
Home, client site and office. They need one number and their files wherever they are.
For compliance or a dispute over what was agreed, a recording of the call is invaluable.
How we help
We map the right services to the way your firm runs, then install and support the lot, so you can get back to the clients.
Call queues, auto-attendants and overflow, plus an AI receptionist that answers 24/7, so no client is left on hold or sent to voicemail when the deadlines pile up.
Reliable business broadband or a dedicated leased line, with automatic 4G or 5G failover, so a line fault never stands between you and a filing deadline.
Microsoft Teams calling and mobile SIMs give every adviser one number and secure access from home, the office or a client site, without carrying two phones.
Call recording for compliance and peace of mind, plus secure, professionally installed networks and Wi-Fi so client data stays protected across every office.
Where practices usually start
Support that gets it
When you ring Synergy Max you get a real engineer who knows your setup, not a call centre and a ticket number. Support is included with every service, for as long as you are with us.
Common questions
Yes. Call queues, overflow and an AI receptionist mean that when the calls surge at tax or year-end, clients are greeted and helped instead of hitting a busy tone or voicemail.
Yes. Call recording is built into our hosted phone systems, so you can capture and store calls for compliance or any dispute over advice given, with retention set to suit your firm.
Yes. With Microsoft Teams calling or our hosted system, each adviser has a single number that follows them across desk phone, laptop and mobile, wherever they are working.
We design your connection with automatic 4G or 5G failover or a second line, so a fault switches over in seconds and you keep filing. We monitor from our side and often spot issues first. See backups and failover.
Included. Calls, changes, moves, training and fault chasing are all part of the service, from the same team who installed it. You will never get an invoice for asking us a question.
Areas we cover
We install and support across Merseyside, Cheshire, Lancashire and Greater Manchester. Choose your town for local detail, or call 0151 230 3949 and we will tell you what is available at your postcode.
Tell us how your practice works and where the calls and connections let you down. We will put together the right setup, install it around your working day, and look after it from there.
