Accountants & Bookkeepers
Mary Smith, Bookkeeping Service
ďI have a regular office, with regular
office hours. But Iím out of the office, visiting clients, as much as
Iím at my desk. The Universal Office keeps me in touch even when Iím
out, without my clients having to know several different numbers.
They can call or fax me through just one number, and I donít have to
install expensive equipment thatís out of date the day I put it in.
ďEven when Iím out, their calls still
come through to me because of the Follow-Me feature. I can take the
call, or ask them to leave a message. I can even tell them WHY I
canít take the call right then, and still have them leave a message,
without them having to call back.
ďComplete control, through my phone or
the Internet. Thatís what the Universal Office gives me.Ē
Using it Ė In Depth:
Robert is an accountant who often
works from home. He loves the freedom of being at home with his
family, but still needs to project a professional image. With the
Universal Office, he has Genie as his personal and PROFESSIONAL
assistant whenever his clients call.
"The last thing I want when I work
from home is to give out my home number to EVERYONE. A client calling
me at midnight isnít how I want to live. The power of THE UNIVERSAL
OFFICE solved that problem for me. I just set up a schedule as to when
calls are allowed to get through to me during the day!"
Robert also loves the fact that he
doesn't have to have a separate voice mail system and dedicated fax
line to accept faxes. All voice mail, and faxes are sent to his
UNIVERSAL OFFICE where Robert can then retrieve them from the
"Retrieving my voice mail and faxes
from the Internet is so helpful. I simply go to Genie online and click
to hear messages, or view faxes. Managing my faxes is a snap. I can
print them, store them, forward them, or delete them when needed. All
from the internet!" says Robert.
The ability to screen and handle
multiple calls at the same time is just another way that the Universal
Office helps Robert work from home:
"When my phone rings, I pick it up and
hear who the caller is, BEFORE I decide to take the call. At the same
time, someone else might calling my Universal Office to request one of
my fax-on-demand document, like my brief on the new tax requirements.
ďMeanwhile, another client needs to
fax me their quarterly sales summary, and that call also goes to my
Universal Office. Genie handles it all while Iím talking to that
first client, and pages to tell me that the new fax and voicemail
message have arrived.
ďEven while Iím still talking to that
first caller, I can swing over to my PC, connect to the Genie Online
site and read that fax. And the instant Iím off that first call, I
can listen to the voice message.
"Come Tax Season, we have an even more impressive thing we do for our clients. I learned about the GenieCard when I first set up our Universal Office. It was good enough on its own, but here's how I took it one better, and really upped our competitors. I arranged to have several GenieCard accounts set up in advance. When a customer has us do their taxes and signs up for our 'Jet Refund' program, we used to cut them a check. But now, we activate a GenieCard for them, and transfer the refund anticipation money to the card right there in front of them. They walk out the door with a card they can use to draw money from any ATM, or spend with any business that takes ATM cards - from the gas station to the clothing store at the mall!"
ďGenie is my electronic secretary
handling all my phone calls for me." says Robert, ďeven if Iím
visiting a clientís office (or taking that much needed vacation after
tax time). The Universal Office is open and ready even when Iím not.
And if itís vitally important, I can still get those messages and
faxes anywhere I can find an Internet connection or a phone and a
fax. Hotel Business Center or client office makes no difference.
Genie and the Universal Office can handle it.Ē