Virtual Phone · Optional add-on

Your business number.
Your whole office, connected.

Your business calls can ring on your desktop or in the TAAX Pro app. Answer incoming calls and make outbound calls from either, with an AI virtual attendant, round-robin calling, department and staff extensions, call recording and transcription.

Try a sample client call →Talk to Sales
Available with any plan · Separate add-on

Phone-number charges and calling usage are separate from your TAAX plan. Ask about number availability and setup.

Desktop + TAAX Pro appIncoming business call
TAAX ProVirtual Phone
● Incoming callJason Parker(202) 555-0148

Northstar Tax · Office line

☎ Answer sample⌨ Make outbound calls from your desktop
TAAX Pro
Incoming business callJason Parker(202) 555-0148Northstar Tax☎Answer sample

Receive calls. Make calls. Use your desktop or the TAAX Pro app.
Illustrative screens · Fictional caller and number

A number that works with your team

From the first ring to the next step.

Keep business calls separate from personal lines while giving clients a familiar way to reach your office.

01 · YOUR BUSINESS IDENTITY

Choose the right number.

Use local or toll-free numbers, add multiple office lines and discuss bringing your existing business number into TAAX. Receive and place business calls from your desktop or the TAAX Pro app.

02 · YOUR TEAM’S WORKFLOW

Let your call setup do the routing.

Use your AI virtual attendant, round-robin calling, department extensions and individual staff extensions to connect incoming calls.

03 · YOUR FOLLOW-THROUGH

Keep the conversation useful.

Use call recording and transcription to revisit the conversation, review the client’s question and capture what needs attention next.

Try it · Same client, a new conversation

Pick up Jason’s call.

Choose how Jason’s incoming call is handled: AI virtual attendant, round robin, department extension or staff extension. Then try sample recording, transcription and a saved follow-up.

Northstar Tax · Virtual Phone example

A call that stays connected.

Use the pulsing button to start. Choose an incoming-call option, then try recording and transcription.

Interactive illustration · No real call, voicemail, recording, transcript service or task is created. Sample progress is saved in this browser tab.

One office line. More ways to respond.

Set up how your office answers.

Choose how incoming calls reach your office. Use the AI virtual attendant, distribute calls with round robin, or let callers reach a department or staff extension.

  • AI virtual attendant: greet callers and help handle their incoming request.
  • Round-robin calling: distribute incoming calls across the staff in your calling rotation.
  • Department extensions: give callers an extension for the part of your office they need.
  • Staff extensions: let callers reach a specific staff member by extension.
  • Desktop and TAAX Pro app: receive incoming calls and place outbound calls from either.
After the conversation

Keep more than a missed-call count.

  • Review call history and voicemail before returning a call.
  • Capture the client’s question and the person responsible for following up.
  • Continue in the client record, customer chat or an appointment.
  • Review call recordings and transcripts to confirm what was discussed.

Virtual Phone offers call recording and transcription alongside your office’s incoming-call setup.

See the tool in action

See business calling inside TAAX.

Explore the phone workspace, client calling and the tools that keep your office connected before and after the call.

Watch the overview, then try the sample workflow on this page.

Add calling when you need it

Virtual Phone is an add-on to any plan.

Add business calling to Free Basic, Premium, Office Team or Tax Office Plus. Keep your office plan and choose the phone setup that fits the people handling calls.

View plans & add-ons →Discuss phone setup

Know what is separate.

  • Phone-number charges are separate from your base plan.
  • Calling minutes and usage have their own charges.
  • Call recording and transcription are offered with Virtual Phone; review the applicable service and usage charges during setup.
  • Staff dashboard access follows your purchased plan and seats.

Already have a business number? Discuss your existing business number, department and staff extensions, AI virtual attendant and round-robin calling setup with our team before changing your current phone service.

A little more clarity

Your questions, answered.

Can I add Virtual Phone to any plan?

Yes. Virtual Phone is an optional add-on for Free Basic, Premium, Office Team and Tax Office Plus. Number charges and calling usage are separate from your TAAX plan.

Are calling minutes included in the number charge?

Calling usage is charged separately from the phone number. Review the available number, usage and optional service charges with the TAAX team before activating your setup.

What does the AI virtual attendant do?

The AI virtual attendant helps greet and handle incoming callers. Try the prepared example above to see it respond to Jason’s filing question. The public example does not make a live AI call.

How does round-robin calling differ from an extension?

Round-robin calling distributes incoming calls across a staff rotation. A department extension reaches a part of your office, while a staff extension identifies an individual team member. The example lets you choose each routing option before connecting the sample call.

Can I keep my current business number?

The platform supports bringing an existing business number. Ask our team to check your number’s eligibility and the steps required before making changes to your current provider.

Can more than one employee handle calls?

Yes. Use round-robin calling to distribute incoming calls across your staff, department extensions for different parts of the office and staff extensions for individual team members. Dashboard access remains separate and follows your selected plan.

What happens when nobody can answer?

Use voicemail and call history to review missed calls and decide who should follow up. The interactive example above lets you try a voicemail path as well as an answered call.

Are recording and transcription included with every plan?

Virtual Phone offers call recording and transcription. Virtual Phone is an add-on to your TAAX plan; review the applicable service and usage charges when setting it up.

Can I receive and make calls from both my desktop and the TAAX Pro app?

Yes. Business calls can ring on your desktop or in the TAAX Pro app, and you can make outbound business calls from either. Use the phone service configured for your account.

Can clients call from the customer app?

Yes. Clients can use your business number to call from the customer app. Your office can receive incoming calls and make outbound calls on your desktop or in the TAAX Pro app with the phone service configured for your account.

Make the next call a connected one.

Bring your business number, staff needs and current call flow. We’ll help you explore the right setup.

Talk to Sales →