{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Jason On Firms Podcast","title":"598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/f9452817\"></iframe>","width":"100%","height":180,"duration":4456,"description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/\n📩 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\n☎️ Leave me a voicemail at (1)516-980-4968!\n📧 Email me! jason@jasononfirms.com\nIn 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.\n🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events\n🔥 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\n☎️ VOIP Phone Options:\nDialpad https://www.dialpad.com/\nQuo https://www.quo.com/\nAllo https://www.withallo.com/\nNextiva https://nextiva.com/\nOoma https://www.ooma.com/\n💰 Today's Sponsors\nTeamUp: https://www.hireteamup.com/jason\nMakershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats\nFinancial Cents: https://hubs.li/Q03mLr_x0 \nUse code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.\nSoraban: https://www.soraban.com/\nCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo\nCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates\n// Chapters:\n00:00 - Why...","thumbnail_url":"https://img.transistorcdn.com/WvY80SZYJh0BUUDfxUslVN8oGjN1IJfCa0z9JWYBDvY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}