Atom IP
HomeIndustriesAccountants
Industry · Accountants

Business phone systems, secure connectivity and managed IT for UK accountancy practices.

Accountancy practices run on deadlines, client trust and confidential information. January self-assessment, quarter-end VAT, year-end accounts and payroll all arrive as spikes in calls and workload. Atom IP deliver cloud phone systems with practice-management integration and call recording for advice given, secure business connectivity and Microsoft 365 that satisfies professional-body and insurer expectations, and managed IT that keeps fee-earners working — for sole practitioners through to multi-partner firms across Hampshire and the UK.

Deadline-ready
Queueing and overflow for January and quarter-end
Recorded advice
Searchable recordings of client conversations
Secure
MFA, encryption and backup as standard
What we hear from accountants

The problems this sector actually has.

Not a generic technology pitch — the specific patterns we see in Accountants every week.

Seasonal spikes overwhelm the phones

January, VAT quarter-ends and payroll deadlines bring call volumes that a normal reception cannot handle. Clients chasing documents and answers hit engaged tones exactly when they are most anxious.

Advice given on the phone is hard to evidence

A client remembers being told one thing; the fee-earner remembers another. Without searchable recordings and summaries tied to the client file, the conversation is one memory against another.

Client data security and insurer scrutiny

Professional indemnity insurers and professional bodies increasingly expect MFA, encrypted devices, documented backups and secure client portals. Gaps are becoming uninsurable.

Hybrid working and flexible staff

Part-time bookkeepers, remote payroll staff and partners working from home need the same number, the same recording and the same access to files as they would at a desk.

Time lost to admin after calls

Writing up notes, updating the practice-management system and setting follow-up tasks eats chargeable time. Multiply by every fee-earner and every call.

Everything in one accountable partner

Phones, broadband and CCTV — designed as one system.

Most providers deliver these separately. In Accountants, that's where the problems start. Under one team, everything is designed to work with everything else.

Business phone systems

Cloud phone systems that cope with January.

Explore business phone systems
  • Call queueing with callback and overflow between teams during peaks.
  • Direct dials for fee-earners on deskphone, laptop and mobile.
  • Screen-pop and click-to-dial from Xero Practice Manager, IRIS, TaxCalc, Senta, Karbon and CCH.
  • Recording with long-term retention for advice given, searchable by client.
  • Atom Insight summaries and next actions logged against the client record.
  • Microsoft Teams calling for practices already working in Teams.
  • Client-facing SMS for document reminders and deadline nudges.
Secure connectivity

Connectivity and network security appropriate for client financial data.

Explore secure connectivity
  • Business FTTP or leased line with 4G/5G failover.
  • Cloud-managed firewall with content filtering and secure remote-worker VPN.
  • Segmented network — client systems separate from guest Wi-Fi.
  • Two-factor administration on every device we manage.
  • Managed Wi-Fi for meeting rooms and open-plan areas.
Managed IT and Microsoft 365

IT that satisfies your insurer and keeps fee-earners working.

Explore managed it and microsoft 365
  • Microsoft 365 with MFA, conditional access and encrypted devices.
  • Backup for Microsoft 365, practice software and on-premise data.
  • Secure client document portals and email encryption.
  • Endpoint protection, patching and device management.
  • Cyber Essentials readiness and evidence for professional indemnity renewals.
  • Helpdesk with a named engineer and agreed response times.
A real engagement

How it plays out.

Anonymised, illustrative of the kind of Accountants business we work with every month.

Case scenario

Typical deployment: four-partner accountancy practice with 28 staff

Situation

Established practice with an on-premise phone system, part-time bookkeepers working from home on personal mobiles, and an IT supplier who looks after laptops but not the phones or the network. Insurer has asked for evidence of MFA and backups at renewal. January call volumes routinely exceed what two reception staff can handle.

Outcome

Cloud phone system with a client-services queue that overflows to the wider team during January and quarter-ends, with callback offered rather than engaged tones. Every fee-earner has one number across deskphone, laptop and mobile, recorded on all of them. Screen-pop from the practice-management system and Atom Insight summaries logged against the client. Microsoft 365 brought under management with MFA, device encryption and backup, and a Cyber Essentials evidence pack prepared for the insurer. One team now accountable for phones, network and IT.

Atom vs. the alternative

The differences you'll feel in accountants.

Same technology on paper. Very different experience in practice.

How Atom is different
Typical reseller
Atom IP
January call volume
Typical:Engaged tones and voicemail
Atom:Queue, callback and overflow to the wider team
Advice given on the phone
Typical:Fee-earner's memory versus client's
Atom:Searchable recording and summary on the client file
Remote bookkeepers
Typical:Personal mobiles, no recording
Atom:Practice number and recording on any device
Insurer questions
Typical:Scramble for evidence at renewal
Atom:MFA, encryption, backup documented and maintained
Post-call admin
Typical:Manual notes and tasks
Atom:Automatic summary and next actions in the practice system
Same platforms. Very different experience in practice.Atom IP advantage
Integrations

The tools your team already uses.

Click-to-dial, screen-pop, call outcomes and AI call summaries flow into the systems you already run.

Xero Practice Manager IRIS TaxCalc Senta Karbon CCH (Wolters Kluwer) Sage for Accountants QuickBooks Online Accountant BrightManager Microsoft 365
Questions

Common questions from accountants.

Can we record client calls and keep them for several years?

Yes. Retention is configurable per user or per queue, and many practices choose six to seven years to align with record-keeping practice. Recordings are encrypted, searchable and access is restricted by role.

Do you integrate with our practice-management software?

Yes. Click-to-dial, screen-pop and call logging are available for Xero Practice Manager, IRIS, TaxCalc, Senta, Karbon, CCH and others, with Atom Insight summaries written to the client record where the platform allows.

Can you help with what our professional indemnity insurer is asking for?

Yes. We bring Microsoft 365, devices, network and backups to a Cyber Essentials-aligned baseline and provide the evidence pack that insurers and professional bodies typically ask for.

How do part-time and remote staff use the phone system?

Through a laptop softphone or mobile app on their own device, using the practice number. Calls are recorded and reported exactly as if they were at a desk in the office.

Keep exploring

Accountants: related solutions, sectors and locations

Enquire

Tell us about your accountants.

Send us your current phone bill and broadband contract — we'll come back within 48 hours with practical options and clear pricing.

Sector-specific compliance built in
Named engineer for every account
UK-hosted, UK-supported, UK-owned
CallGet a quote