BUILT FOR SA ACCOUNTING & BOOKKEEPING FIRMS

Every client call documented. Every instruction on record.

Every client call documented. Every instruction on record.

South African accounting firms need more than a phone — they need a system that protects them. Othos gives every partner and staff member a professional extension, records every client call for POPIA compliance, and routes enquiries to the right department automatically.

South African accounting firms need more than a phone — they need a system that protects them. Othos gives every partner and staff member a professional extension, records every client call for POPIA compliance, and routes enquiries to the right department automatically.

Van der Merwe & Associates · Live ● Recording active
📋
Inbound · Tax enquiry
Client: "Re: our provisional tax submission..."
Routing to Tax department · Call being recorded
Recording
JP
Johan (Partner) · In office Available
NV
Naledi · Tax department ● Rec
SM
Sipho · Audit team ● Rec
LK
Lerato · Client meeting Mobile app
Van der Merwe & Associates · Live ● Recording active
📋
Inbound · Tax enquiry
Client: "Re: our provisional tax submission..."
Routing to Tax department · Call being recorded
Recording
JP
Johan (Partner) · In office Available
NV
Naledi · Tax department ● Rec
SM
Sipho · Audit team ● Rec
LK
Lerato · Client meeting Mobile app

Already chosen by SA Leaders

  • Steenberg Farm client logo.
  • RocoMamas client logo.
  • Rawson client logo.
  • Hello Petter client logo.
  • Motus automotive client logo.
  • Cash Crusader client logo.
  • Plantronics technology client logo.

Already chosen by SA Leaders

  • Steenberg Farm client logo.
  • RocoMamas client logo.
  • Rawson client logo.
  • Hello Petter client logo.
  • Motus automotive client logo.
  • Cash Crusader client logo.
  • Plantronics technology client logo.

THE PROBLEM

THE PROBLEM

Most SA accounting firms are operating on a phone system that exposes them to risk

Most SA accounting firms are operating on a phone system that exposes them to risk

If any of these sound familiar, your current phone setup is a liability — professionally, legally and financially.

THE SOLUTION

THE SOLUTION

A phone system that protects your firm — and your clients

A phone system that protects your firm — and your clients

Othos Cloud PBX gives every person in your accounting firm a professional business extension on any device — in the office, working from home or at a client site. Every inbound call is recorded automatically, stored securely in the cloud, and accessible whenever you need it.

Your IVR routes clients directly to Tax, Audit, Payroll or Secretarial — reducing the burden on reception and ensuring every caller reaches the right person first time. During tax season, call queues manage surges so no client gets a busy tone.

Othos is ICASA-licensed, POPIA-compliant, and built specifically for South African businesses — not a generic international platform retrofitted for the local market.

Othos Cloud PBX gives every person in your accounting firm a professional business extension on any device — in the office, working from home or at a client site. Every inbound call is recorded automatically, stored securely in the cloud, and accessible whenever you need it.

Your IVR routes clients directly to Tax, Audit, Payroll or Secretarial — reducing the burden on reception and ensuring every caller reaches the right person first time. During tax season, call queues manage surges so no client gets a busy tone.

Othos is ICASA-licensed, POPIA-compliant, and built specifically for South African businesses — not a generic international platform retrofitted for the local market.

Othos Cloud PBX gives every person in your accounting firm a professional business extension on any device — in the office, working from home or at a client site. Every inbound call is recorded automatically, stored securely in the cloud, and accessible whenever you need it.

Your IVR routes clients directly to Tax, Audit, Payroll or Secretarial — reducing the burden on reception and ensuring every caller reaches the right person first time. During tax season, call queues manage surges so no client gets a busy tone.

Othos is ICASA-licensed, POPIA-compliant, and built specifically for South African businesses — not a generic international platform retrofitted for the local market.

Every client instruction on record

Every client instruction on record

All calls recorded automatically and stored securely. When a client disputes an instruction, you pull the recording in seconds. No ambiguity, no professional liability.

All calls recorded automatically and stored securely. When a client disputes an instruction, you pull the recording in seconds. No ambiguity, no professional liability.

Firm number stays when staff leave

Firm number stays when staff leave

Every client calls the firm's business number — not a staff member's personal mobile. When someone leaves, the number and client history stays with the firm.

Every client calls the firm's business number — not a staff member's personal mobile. When someone leaves, the number and client history stays with the firm.

Partners reachable from anywhere

Partners reachable from anywhere

Client site, SARS appointment, working from home — partners answer on the Othos mobile app with the firm's number showing as caller ID.

Client site, SARS appointment, working from home — partners answer on the Othos mobile app with the firm's number showing as caller ID.

Screenshot of the Othos App interface displaying in-call controls and VoIP call details.
FEATURES FOR ACCOUNTING FIRMS

Every feature your firm needs — built around how accountants work

From tax season call surges to SARS appointments, POPIA compliance and multi-partner offices — Othos is built for the realities of running a South African accounting practice.

From tax season call surges to SARS appointments, POPIA compliance and multi-partner offices — Othos is built for the realities of running a South African accounting practice.

icon-call-recording
icon-call-recording

Call recording — every instruction documented

Record every client call automatically. POPIA-compliant cloud storage, searchable by date, staff member or number. Retrieve any conversation in seconds when a client disputes an instruction or queries a fee.

Record every client call automatically. POPIA-compliant cloud storage, searchable by date, staff member or number. Retrieve any conversation in seconds when a client disputes an instruction or queries a fee.

icon-ivr
icon-ivr

IVR — route clients to the right department

"Press 1 for Tax, 2 for Audit, 3 for Payroll, 4 for Company Secretarial." Your auto-attendant handles routing so every client reaches the right team without reception manually transferring every call.

"Press 1 for Tax, 2 for Audit, 3 for Payroll, 4 for Company Secretarial." Your auto-attendant handles routing so every client reaches the right team without reception manually transferring every call.

icon-call-queues
icon-call-queues

Call queues — manage tax season surges

February and March, every client calls at once. Call queues hold callers with music on hold and position updates — no busy tones, no missed calls during your highest-volume weeks of the year.

February and March, every client calls at once. Call queues hold callers with music on hold and position updates — no busy tones, no missed calls during your highest-volume weeks of the year.

icon-mobile-app
icon-mobile-app

Mobile app — partners reachable anywhere

At a client site, SARS appointment or working from home — partners and staff take calls on the Othos mobile app. The firm's number shows as caller ID. No personal number ever shared with clients.

At a client site, SARS appointment or working from home — partners and staff take calls on the Othos mobile app. The firm's number shows as caller ID. No personal number ever shared with clients.

icon-crm-integration
icon-crm-integration

CRM integration — calls logged against client files

Connect to your practice management or CRM software. Every inbound call is automatically logged against the right client record — call time, duration and staff member — without anyone manually capturing it.

Connect to your practice management or CRM software. Every inbound call is automatically logged against the right client record — call time, duration and staff member — without anyone manually capturing it.

icon-time-conditions
icon-time-conditions

Time conditions — after-hours handled professionally

Clients calling outside business hours hear a professional message and route to voicemail-to-email. No calls ringing unanswered, no missed messages, no after-hours calls reaching staff unexpectedly.

Clients calling outside business hours hear a professional message and route to voicemail-to-email. No calls ringing unanswered, no missed messages, no after-hours calls reaching staff unexpectedly.

REAL ACCOUNTING SCENARIOS

How Othos works in your firm day-to-day

These are the exact situations South African accounting firms face — and how Othos handles each one.

These are the exact situations South African accounting firms face — and how Othos handles each one.

TYPES OF FIRMS WE SERVE

From sole practitioners to multi-partner firms

Any accounting, bookkeeping or tax practice that relies on phone communication with clients will benefit — which is every firm in South Africa.

Any accounting, bookkeeping or tax practice that relies on phone communication with clients will benefit — which is every firm in South Africa.

GETTING STARTED

Your whole firm live in one business day

No engineer visits. No hardware. Our SA-based team handles everything — from your first call to every staff member being live on the system.

No engineer visits. No hardware. Our SA-based team handles everything — from your first call to every staff member being live on the system.

WHY OTHOS

How Othos compares to what most SA firms are still using

Most accounting firms are on Telkom landlines or basic mobile setups with no call recording. Here's the real cost of that.

Most accounting firms are on Telkom landlines or basic mobile setups with no call recording. Here's the real cost of that.

WHAT'S INCLUDED

Everything your accounting firm needs in one plan

One monthly fee per staff member. No setup costs, no hardware, no hidden extras. Everything below is included from day one.

Call recording — POPIA compliant, cloud stored

IVR — Tax, Audit, Payroll, Secretarial routing

Call queues — manage tax season volumes

Mobile app — iOS & Android for every staff member

Ring groups — per department, per partner

Voicemail to email — never miss a client message

Time conditions — business hours automation

CRM integration — HubSpot, Salesforce, Zoho

Desktop softphone — Windows & Mac

Number porting — keep your existing firm number

Multi-office — all locations on one system

SA-based support team — not a call centre

WHAT BUSINESSES SAY ABOUT OTHOS

SA businesses that made the switch — and never looked back

Ready to make the switch to Othos?

Ready to make the switch to Othos?

Our SA-based team configures your full Cloud PBX — IVR, call recording, ring groups and extensions — as part of your onboarding. Live within one business day.

Our SA-based team configures your full Cloud PBX — IVR, call recording, ring groups and extensions — as part of your onboarding. Live within one business day.

FAQ

VoIP for accounting firms — questions answered

VoIP for accounting firms — questions answered

Couldn’t find what you were looking for?
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Is call recording POPIA compliant for accounting firms?

Yes. Othos call recording is stored securely in the cloud with role-based access controls. To comply with POPIA, your firm notifies clients that calls are recorded — typically via your IVR greeting ("calls may be recorded for quality and compliance purposes"). Recordings are accessible, searchable and stored with appropriate retention controls. Our team advises on best practices during onboarding.

Is call recording POPIA compliant for accounting firms?
Can I set up separate routing for Tax, Audit and Payroll?
What happens to client relationships when a staff member leaves?
Can partners take calls on their mobile when out at client sites or SARS?
How does Othos handle the tax season call surge?
Can Othos integrate with accounting practice management software?

Stop leaving your firm exposed — document every client conversation

Call recording, IVR routing, call queues and mobile access — everything your SA accounting firm needs. From R149/month. Live in one day.

POPIA compliant · No hardware · No contracts · SA-based support · Live in one day

POPIA compliant · No hardware · No contracts · SA-based support · Live in one day