Unified communications built for tax season.
Jones & Roth operates four offices across Oregon, each with its own phone system, internet provider, and billing arrangement. Transferring calls between offices was clunky. Shared voicemail and presence features didn't exist. The firm was paying four separate invoices at above-market rates — and the redundancy of having four disconnected systems meant four times the failure points during the firm's most critical season: tax time. Leadership wanted to modernize, but they couldn't risk any disruption to client-facing services when it mattered most.
A regional CPA firm with four offices faces a telecom challenge that's common in professional services: each office had been provisioned independently over the years, often with different carriers, different contract terms, and different billing cycles. Consolidating that picture took real work before any negotiation could start.
The phone system situation was particularly acute. Jones & Roth was running a legacy on-premise PBX that had been extended and patched over time. The system worked — mostly — but it couldn't support the remote work model the firm adopted after 2020, and the carrier contract supporting it was auto-renewing annually at a rate that was well above what a modern UCaaS solution would cost.
ITG began with a comprehensive telecom audit across all four locations, documenting every circuit, contract term, and monthly cost. The team ran a competitive UCaaS evaluation focused on professional services requirements: client call quality, conference bridge reliability, mobile integration for CPAs working remotely during tax season, and seamless inter-office transfers. ITG then designed a phased migration plan that rolled out one office at a time during lower-volume periods, with each cutover completed over a weekend to eliminate disruption.
"The UCaaS migration took eight weeks from signed contract to full cutover — deliberately paced to avoid disrupting tax season. We coordinated number porting across all four offices simultaneously so there was no window where one office was on the new system and another was still on the old one."
All four offices now operate on a unified cloud platform with shared directories, presence indicators, and seamless call routing between locations. CPAs working remotely during tax season stay connected as if they're in the office. A single invoice replaced four. Monthly spend dropped significantly. And the first tax season after deployment was the firm's smoothest in years — not a single client-facing communications failure.
"Four separate offices now operate as a single communications environment. Attorneys can move between locations without reconfiguring anything. Client calls route to whoever is available, not whoever happens to be physically present. The technology now matches how the firm actually works."
"The phased approach ITG designed meant our clients never noticed the transition. One weekend at a time, we went from four disconnected offices to one unified firm. It was exactly what we needed."
Send us your current telecom invoice. We'll tell you honestly what we see — no pitch, no pressure.
Get Your Free Audit