Industry:
Financial Services
Founded:
2008
HQ:
Greater Phoenix Area
Previous provider:
RingCentral
Paramount Tax and Accounting is an accounting firm based in the Western United States. “We are a pain relief company when it comes to taxes and accounting,” says Partner Josh Pyne. His goal has always been to retain a mom-and-pop culture while serving tens of thousands of clients across the US.
Paramount Tax helps customers understand their tax situation, set up future tax savings, and plan for retirement.
OpenPhone integrations used:
The challenge
Thinking far into the future, when his business was bigger and more complex, Josh adopted a very large, top-rated VoIP system. But after making his decision, it became immediately apparent that the platform wasn’t very user-friendly, which made it challenging to resolve customer needs quickly.
Communication from the customer standpoint was lacking. Clients told Josh that no one ever answered the phones, but everything looked fine from an analytical standpoint. They had a 90% answer rate and few missed calls after business hours.
“One Thursday afternoon, I answered the phone, and a client vented for 12 minutes straight,” Josh recalls. “She said she couldn’t get ahold of anyone at the company. I had no way of looking at her call history, seeing how many times she had reached out, or gathering data to get an understanding of what was happening. I felt defeated.”
Josh Pyne
Partner at Paramount Tax
The solution
After first learning about OpenPhone from a client, Josh serendipitously noticed OpenPhone at a trade show booth a few weeks later. He witnessed how passionate our Success Lead, Justine Delgadillo, was about the product, and hoped it could deliver to the same magnitude.
Within seconds of using OpenPhone, Josh could see he made the right choice. With full conversation history, there wasn’t a single client interaction that went undocumented.
OpenPhone gives the team the ability to text clients, which is useful in busy times of the year. They also use auto-replies, so clients get an immediate touchpoint even if no one is available to answer the phone. Finally, internal tagging allows Josh’s team to loop him in on specific messages and client issues.
The impact
Paramount Tax needed a more efficient way to communicate with clients, and they found it in OpenPhone. “It has empowered us with the knowledge to effectively communicate with not only our team members but also our clients,” Josh says.
With communication now being a strength in the business model, Josh has been able to bring clients in at a faster rate. The company has been able to grow more and scale faster. Whether it's getting clients in the door, addressing problems, or putting out fires, OpenPhone is there.
Paramount Tax and Accounting is an accounting firm based in the Western United States. “We are a pain relief company when it comes to taxes and accounting,” says Partner Josh Pyne. His goal has always been to retain a mom-and-pop culture while serving tens of thousands of clients across the US.
Paramount Tax helps customers understand their tax situation, set up future tax savings, and plan for retirement.
"OpenPhone has empowered us with the knowledge to effectively communicate with not only our team members but also our clients"
Josh Pyne
Thinking far into the future, when his business was bigger and more complex, Josh adopted a very large, top-rated VoIP system. But after making his decision, it became immediately apparent that the platform wasn’t very user-friendly, which made it challenging to resolve customer needs quickly.
Communication from the customer standpoint was lacking. Clients told Josh that no one ever answered the phones, but everything looked fine from an analytical standpoint. They had a 90% answer rate and few missed calls after business hours.
“One Thursday afternoon, I answered the phone, and a client vented for 12 minutes straight,” Josh recalls. “She said she couldn’t get ahold of anyone at the company. I had no way of looking at her call history, seeing how many times she had reached out, or gathering data to get an understanding of what was happening. I felt defeated.”
After first learning about OpenPhone from a client, Josh serendipitously noticed OpenPhone at a trade show booth a few weeks later. He witnessed how passionate our Success Lead, Justine Delgadillo, was about the product, and hoped it could deliver to the same magnitude.
Within seconds of using OpenPhone, Josh could see he made the right choice. With full conversation history, there wasn’t a single client interaction that went undocumented.
OpenPhone gives the team the ability to text clients, which is useful in busy times of the year. They also use auto-replies, so clients get an immediate touchpoint even if no one is available to answer the phone. Finally, internal tagging allows Josh’s team to loop him in on specific messages and client issues.
Paramount Tax needed a more efficient way to communicate with clients, and they found it in OpenPhone. “It has empowered us with the knowledge to effectively communicate with not only our team members but also our clients,” Josh says.
With communication now being a strength in the business model, Josh has been able to bring clients in at a faster rate. The company has been able to grow more and scale faster. Whether it's getting clients in the door, addressing problems, or putting out fires, OpenPhone is there.
Join thousands of businesses already using OpenPhone to communicate better with their customers.
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OpenPhone was issued a successful SOC 2 report and is actively monitored by Vanta.
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