Do we need IT staff to set this up, or can our office manager handle it?

For Accounting Firms

An office manager or practice administrator can set this up without IT involvement. There is no hardware to install, no PBX or phone-system reconfiguration on your end beyond call forwarding (which most firms do through their existing VoIP provider or carrier's standard forwarding settings), and no software to deploy on staff computers. The setup steps, connecting the phone number, linking the calendar, entering your service menu and qualifying questions, are done through Voksha's account dashboard by someone familiar with the firm's operations, usually the office manager, practice administrator, or a partner handling admin during the slower months, and forwarding the number to go live takes under 5 minutes. Connections to tools like QuickBooks Online or Xero are set up with Voksha support on Premium or Enterprise, so your office manager does not have to configure them either. The one place IT involvement sometimes helps is if your firm's phone system is more complex, for example a multi-office setup with a shared VoIP provider like RingCentral or a legacy PBX, where call forwarding rules may need to be set at the system level rather than per line. Even then, it is usually a one-time coordination step with whoever manages your phone provider account, not an ongoing technical requirement. Most solo and small firms complete the entire setup themselves in under an hour without contacting support.