1. What is Unified Communication (UC) for accounting firms?
UC merges calling, video, messaging, and file sharing into one secure platform—streamlining client communication, approvals, and internal collaboration.
2. How does UC improve client responsiveness during busy seasons?
Presence, shared inboxes, and mobile apps route calls and messages to the right CPA instantly—reducing voicemail tag and speeding client turnaround.
3. Can UC integrate with our practice management or tax apps?
Yes. We integrate UC with tools like Microsoft 365, document portals, e-signature, and case/workflow systems for smoother handoffs.
4. Is Unified Communication secure enough for financial data?
We configure encryption, MFA, role-based access, and retention policies to protect PII and meet accounting data privacy expectations.
5. Do you support remote and hybrid accounting teams?
Absolutely. Cloud-hosted UC enables secure calling, video, and chat from any device—perfect for auditors and advisors on the go.
6. Can UC reduce our phone and conferencing costs?
Yes. Consolidating VoIP, conferencing, and messaging under one plan often lowers total cost and simplifies billing and vendor management.
7. How do you maintain compliance (e.g., SOX, IRS guidance)?
We align UC settings with compliance needs: logging, retention, access controls, and audit trails to support reviews and investigations.
8. Which platforms do you recommend?
We commonly deploy Microsoft Teams Phone, Zoom, and enterprise-grade VoIP—selected based on your size, call volumes, and integrations.
9. What ongoing support is included?
Our Managed Services cover monitoring, user onboarding, number porting, call flow changes, updates, and rapid troubleshooting.
10. How do we get started with CMIT’s Accounting UC?
Schedule a consultation. We’ll assess call flows, compliance needs, and existing tools, then deploy a UC solution tailored to your firm.