All integrations
TaxSys Pro
Software integration

TaxSys Pro

Connect your TaxSys Pro software to Cloud Group's cloud telephony and give your firm context on every call.

What is TaxSys Pro?

TaxSys Pro is tax software that lets firms manage returns, files and the related client communication. Accountants and tax advisers use it to run their tax processes efficiently and accurately.

By connecting TaxSys Pro to Cloud Group's cloud telephony, you bring your communication and your file data together. Your staff see who is calling before they pick up, can dial out straight from the file, and never have to log conversations manually. This way you save time on every client call and keep the communication around each tax file clear.

What does this integration deliver?

Client context on every call

Incoming numbers are matched to your TaxSys Pro files, so you instantly know who is calling and which file it relates to.

Click-to-call

Start calls directly from a client file, without retyping numbers and with fewer mistakes.

Automatic call logging

Every conversation is logged against the right file, so your client communication is always easy to find.

Request this integration

Contact your account manager to activate TaxSys Pro for your organization.

Schedule a call