Job completed for Secure Communication System for a Tax Planning and Accounting Firm in Studio City, CA

Completion date: March 12, 2025

Location: Studio City, CA

Why did the customer contact us?

A boutique tax planning and accounting firm in Studio City, CA, with 12 employees. The firm handled sensitive client data and needed a secure and reliable communication system, especially during tax season when call volume peaked. Their existing system lacked the flexibility to scale up and down with seasonal demand and did not have proper security features for client privacy.

Solutions provided:

A financial services-compliant cloud-based VoIP system was deployed. We ensured secure communication and scalability: 

• Robust security: End-to-end encryption was implemented to protect all voice and message data, safeguarding client information. 
• Seasonal scaling: The system's flexibility allowed the firm to easily add temporary extensions and lines during peak season without major infrastructure changes. 
• Voicemail-to-email transcription: A critical feature for after-hours messages during busy periods, allowing staff to quickly review and prioritize client needs. 
• Secure file sharing: An integrated, secure file-sharing system was configured for exchanging confidential documents with clients. 

The firm now operates with a highly secure and scalable communication system that protects client data and meets industry regulations. The solution improved efficiency during peak season and provided the firm with a professional, modern image.