[Tech] OpenPhone for 2FA & Client Communication

Jan 31, 2025

07:09

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We use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.

Here's how to work around needing to pay for multiple users as your team grows:

Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com)
1. Give your entire team access to this (we save the login info in 1Password)
Use this to create your account on OpenPhone
Have everyone download the Desktop and/or phone app and login with that central inbox

Tips:

⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us

⏱️ Schedule text messages to clients for business hours

✅ Mark things done when actioned to get them out of the inbox

💸 Use THIS LINK to receive a $20 Credit when you sign up for OpenPhone!

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

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