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AccrueNest
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For firms running a second office

Two offices,
run as one firmTwo offices, one firm

AccrueNest is multi-office accounting firm software for US firms of 1 to 10 people. Offices keep separate numbers, calendars and staff, calls route by office, and the owner works from one inbox and one report across them.

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  • Press 1 for North Hills, 2 for Garner
  • One inbox for both
  • Each office's numbers, side by side
At the firm's second office, the receptionist on a headset passes a caller to the preparer who has their file.
Google Maps on a phone showing two listings for AccrueNest Tax & Accounting, the North Hills office and the Garner office, each with its own stars.

Live in 14 daysMonth to month, no setup fee

  • User roles for each office
  • Office calendars
  • Routing by office
  • Reviews per office
  • Shared inbox
  • Recorded with notice

Second office

Two offices, two inboxes and no report

The Garner office opened two years after North Hills. It has its own phone line, a Gmail inbox the front desk checks between appointments and a paper sign-up sheet for drop-offs. A North Hills client calls about a return sitting in Garner, and the front desk texts a preparer's cell to ask. In April the owner still can't say which office the year's new clients came through. With AccrueNest, North Hills and Garner keep separate numbers and calendars, and the owner reads one inbox and one report.

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One Workflow board for both offices, North Hills and Garner, each card marked with the office that has the return.
  • Two inboxes
  • Guesswork
  • Paper drop-off sheets
  • Each office's calendar
  • One shared inbox
  • Reports by office

Office by office

Two front desks, one account behind them

North Hills and Garner each get a phone number, a booking calendar, their own staff and a page on your site. Calls, texts and reports still sit in your firm's one account.

AccrueNest · Calendar

Thursday’s calendars for the North Hills and Garner offices side by side, with a drop-off booked after the client picked the Garner office first.
Garner drop-off

The client's booking page

AccrueNest Tax & Accounting's booking page on Ximena Arroyo's phone: she picks the Garner office, then Thursday's 10:30 drop-off.

Clients pick the office first

Clients pick an office before they pick a preparer or a time. Drop-off slots in Garner and sit-down appointments in North Hills run on separate calendars and hours.

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Routing

April, across both front desks

Three moments from one April Tuesday, each landing at the office it belongs to.

Right now· North Hills 4 calls, Garner 3

  • 9:12· Main line

    A call to the main number that pressed 2 ringing at the Garner front desk, with Ferris Holloman's card already open: his stage, his preparer and his last call.

    Press 2, Garner

    A client calls the main number and presses 2. The Garner front desk picks up with the client's card already open, stage and past calls included.

  • 11:40· Text to Garner

    A client's text to the Garner office's number at lunch, answered in the AccrueNest staff app by the front desk in North Hills.

    Answered from either office

    A client texts Garner's number while that desk is at lunch. The thread pops up in North Hills too, and someone there answers it.

  • 4:30· Pick-up done

    A client's phone with the review request from the Garner office, linking to the Garner office's own Google listing.

    Garner reviews

    A Garner client picks up their return. Staff move the card to Picked up, and because the client gave consent, a text links them to the Garner Google listing.

Setup

Both offices set up by our people

Your account manager maps each office first, then our team builds the numbers, calendars and pages for both.

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  1. We map offices

    Your account manager lists each office's address, hours, staff, phone numbers and the services it offers.

    Call onewho works where, and when

  2. We build both

    We port each number, write the phone menu, set a calendar per office and preparer, and add an office page to your site.

    Buildphone menu, calendars, office pages

  3. Each desk trained separately

    Your client list is brought over, your organizers and engagement letters are rebuilt and your people are trained, all at no extra charge. Each front desk learns its own calendar and the shared inbox.

    TrainingNorth Hills first, Garner the next day

  4. Both offices go live

    The booking page offers both offices, the office pages are live, and next month's report already splits every number by office.

    Day 14both offices take bookings

Month to month, no setup fee

Office setup

Both offices booking online

8 of 28 done

1We map officesDoneIn progressUp next

  • Street address and opening hours, per office
  • Staff listed under North Hills or Garner
  • Phone numbers for North Hills and Garner gathered
  • What each location handles: drop-offs, planning, bookkeeping
  • Drop-off windows per office
  • Who sees which office's calendar, decided

2We build bothDoneIn progressUp next

  • Ports started for both numbers
  • Main-line greeting recorded with both choices
  • Every preparer's working hours set up
  • North Hills and Garner both bookable online
  • Ring groups set
  • Shared inbox connected
  • Office pages written with address, hours and staff
  • Garner and North Hills review texts kept apart

3Each desk trained separatelyDoneIn progressUp next

  • Client list imported, each client tagged with an office
  • North Hills schedules a mock drop-off
  • Garner desk hands a test call to North Hills
  • Roles set
  • Owner shown the office reports and the shared inbox on the app
  • Test call through the phone menu
  • Two-step sign-in for each person

4Both offices go liveDoneIn progressUp next

  • Office pages published, both Google profiles updated with the new links
  • Booking page live
  • Menu tested from outside
  • First monthly report split by office, with the firm's total
  • Imogen's first review call booked
  • Inbox live
  • All set

Priced by people, not offices

A second or third office adds nothing to the bill. The price climbs only with logins, never with addresses, and begins at $97 for one person. Month to month, no setup fee, live in 14 days.

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Pen in hand, a CPA reads through her old agency's monthly numbers before putting them next to ours.
An AccrueNest notice showing a second office added to the firm's plan at no extra cost.

Heard across offices

  • Cornelius B., owner of a CPA firm in Columbus.
    Cornelius B.Owner of a CPA firm, Columbus
    Two officesSide by side

    Dublin became our second location in March. Calls reach the right desk now, and the monthly report puts both offices' new clients next to each other.

  • Ezequiel M., an enrolled agent who runs a tax office in San Antonio.
    Ezequiel M.Enrolled agent, San Antonio
    Press 2Across town

    Our second tax office is across town. Clients press 2 for it, and the drop-off calendars no longer collide.

  • Annika L., owner of a bookkeeping firm in Minneapolis.
    Annika L.Owner of a bookkeeping firm
    ZeroThreads on personal phones

    My two bookkeepers in St. Paul used to keep client texts on their own phones. Now every thread is in the firm's inbox where I can read it.

  • Marguerite D., office manager at a CPA firm in New Orleans.
    Marguerite D.Office manager, New Orleans
    Both officesFrom one desk

    I run the front desk for both offices from one screen. Each call shows which office the client belongs to.

  • Prakash S., a tax preparer at a tax and accounting office in Edison.
    Prakash S.Tax preparer at a tax office, Edison
    Two calendarsOne preparer, both offices

    I work Tuesdays in one office and Thursdays in the other. My drop-off slots follow me, so clients book the right door.

  • Thuy N., client services lead at a tax practice in Houston.
    Thuy N.Client services lead, Houston
    Katy listingIts own reviews

    Katy clients get Katy's Google review link now, and that listing finally has reviews.

Office questions

More than one office

Search menu, listing or price to cut this list down to a few questions.

8 questions

Can North Hills and Garner keep separate phone numbers?

Yes. North Hills answers on a North Hills number and Garner on a Garner number, each with separate calendars and hours, and the main line lets callers choose.

Can I see every office together?

Yes. The report gives the North Hills numbers, the Garner numbers and the firm's total in one table.

Will Garner get its own Google profile?

Yes. Every office with a street address of its own keeps a separate Google Business Profile, and our team looks after each one. Your site gets an office page per location listing hours and the staff who work there, and review requests send clients to the listing of the office they visited.

How is it priced?

Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person.

Can offices share one inbox?

Yes. Texts, emails and chats sent to either office arrive in a single inbox, each thread marked with the office number it reached.

Does our tax software stay?

Yes. AccrueNest sits beside your tax software and your books. Returns are still prepared and filed there, at both offices.

Is client information kept safe?

What clients upload or tell your firm is encrypted, used only to serve your firm and not sold to anyone.

Will a new location lock us into a term?

No. Nothing to sign for a set term, and no yearly bill to finish paying if your firm walks away.

Common office searches

Ask Imogen

Email sales@accruenest.com with your offices, their hours and who works where, and Imogen will sketch how calls should route.

Imogen PritchardAccount manager

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Answer every call this season. Chase fewer documents.

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