Industries · CPA Firms
viciDial for CPA firms that need to reach every client before the deadline
Tax season outreach, appointment setting, and document-chase calls run better on a dialer built for volume. VITI Voice deploys and manages viciDial so your staff focuses on client work, not phone logistics.
The problem
What makes CPA outreach harder than it should be
Tax season turns outreach into a fire drill
From January through April your firm needs to reach every client who has not submitted documents. Doing that manually through phone lists and sticky notes means some clients fall through the cracks every year.
Appointment setting eats staff time
Your bookkeepers and junior staff spend hours calling clients to schedule meetings, leaving voicemails, and calling back. That is time they could spend on billable preparation work.
No record of what was said on the call
When a client disputes what they were told about a deadline or a document requirement, your firm has no recording to reference. It becomes a he-said-she-said situation.
Off-the-shelf CRMs are not built for outbound volume
Your practice management software tracks client records, not outbound call campaigns. Running a 2,000-number outreach list through a CRM click-to-dial button is painful at best.
The fix
How managed viciDial answers it
Campaign-based client outreach
Load your client list into a viciDial campaign and let the dialer work through it systematically. Agents get connected to live answers only - no manual dialing, no wasted rings.
Scheduled callbacks that actually fire
When a client says to call back next Tuesday at 2 PM, the callback is scheduled in viciDial and pops automatically for the assigned agent. No sticky notes, no forgotten follow-ups.
Every call recorded automatically
All outbound and inbound calls are recorded with timestamps and caller ID. When a client asks what they were told, your staff can pull the recording and play it back.
Scale up for tax season, scale back after
Add temporary agents and dialer capacity for the busy season. When April 15 passes, scale back to your normal headcount. Per-agent pricing means you only pay for what you use.
Stop chasing clients with sticky notes
Tell us your client count and how many staff run outreach. We will size a deployment and quote it.