AI Phone Assistant for Tax Advisors
During filing season the phone never stops — and your team answers status questions instead of doing billable work.
What the agent handles
- Status questions handled — Deadlines, document status, callbacks: captured in a structured way and routed to the right contact.
- Always reachable in peak season — No busy signal during the busiest weeks — every client gets through, 24/7.
- Confidentiality & GDPR — Servers in Germany, EU-AI-Act-aligned, with a data processing agreement (DPA).
- Your team focuses on the work — The agent takes the routine; your advisors keep their time for what's billable.
6 languages: DE · EN · FR · IT · PL · PT. Hosted in Germany.
Frequently asked
Is this confidentiality- and GDPR-compliant?
Yes. Hosting exclusively in Germany, aligned with the EU AI Act, with a DPA. No US cloud, no storage beyond processing.
Can it connect to our systems?
Yes — we connect it to your calendar and common practice-management tools as part of the fixed-price setup.
What does it cost for a firm?
Fixed-price setup from €2,500 (workflow) or €5,000 (autonomous agent), plus usage-based costs.