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VoIP Business Communications
for Financial Service

With seamless communication and award-winning service


Financial services cloud communication just makes cents
(accounting humor!)

Here are just some of the benefits of cloud for Accounting

Appointment Reminders

Our IVR (Interactive Voice Recognition) technology allows you to set up automated courtesy calls to remind clients about upcoming appointments.

Online Faxing

Send and receive faxes using email, giving you the freedom to fax (or access incoming faxes) from any location and any device.

Security & Reliability

Redundancy is a good thing when it comes to security. It means we have you covered, with 7 data centers across North America (and more on the way), so even when the power is out your business communication is unaffected.

Mobile Communication

Our mobile app allows you to make and receive calls from anywhere using your cell phone. If you’re a one-person operation, this allows you to have a separate business number without needing a separate phone.


An automated receptionist helps your business make a professional impression, and efficiently routes callers to the right person, department, or recorded message efficiently.

Video Conferencing

Conduct virtual meetings, complete with video and screen-sharing, with colleagues or clients.

Accounting firms rely on Nextiva

To keep them connected to their clients from anywhere

Rosen and Associates, LLP
Cannon & Company
Refund Advisory Corp
Adam, Jenkins, and Cheatham

“We don’t have to worry about losing sales. Knowing that the customers calling the branches for sales and support will definitely be put in touch with an employee, even if they’re at a different location, has been a lifesaver.”

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Eric Siu, CEO

"We love Nextiva's reliability and features like auto attendant, IVR and call routing. It gives us the appearance of a bigger more polished business."

Eric Siu, CEO
Single Grain
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