An AI voice assistant for tax consultants.
Answers client calls in busy season and after hours, takes messages and flags deadline questions.
Free to start: a one-time €3 credit, no card needed.
One day at a tax practice, twice.
The same calls on the same day. Switch between a phone nobody can pick up and Clara on the line.
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Caller needs callback about a tax deadline
Rang out Passed to your team -
After-hours inquiry about filing help
Voicemail Details taken -
Caller wants to leave details for consultation
Hung up on hold Details taken -
Urgency around a tax notice or deadline
Call back later Passed to your team -
New client inquiry during a busy period
Rang out Qualified -
Message for a specific advisor
Rang out Answered -
Weekend callback request, urgent filing
Voicemail, closed Passed to your team
An illustrative day: typical calls for this kind of business, not recordings.
By the evening
With Clara on the phone
- Missed calls disappear into weak voicemail workflows
- Urgent or high-value callers are hard to identify later
- Callback prioritization becomes inconsistent
- Busy-season call pressure overwhelms office availability
- Missed calls become structured next actions
- Urgency is surfaced earlier
- Callback logic becomes more manageable
- The practice protects more inbound opportunity outside live coverage
How a call runs.
The same steps on every call, in the order you set.
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Answers every call
In busy season, over lunch and after hours
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Finds out who is calling
An existing client, a new enquiry or a message for one advisor
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Checks the deadline
A tax notice, a filing date or a payment that cannot wait
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Takes the details
Name, client number, what the letter says and when it arrived
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Routes what is urgent
To the advisor on duty, where your rules allow
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Leaves a callback note
A written summary for the right advisor, no tax advice on the call
Call notes
Written down on every call
- Caller name
- Callback reason
- Urgency level
- Preferred callback time
- Message summary
- Next-step classification
Sent to
- CRM
- Callback workflow
- Notes / transcript
- Dashboard
The team for tax advisors.
Clara takes the calls. Vera, Theo, Aria, and Sofia join when a call needs them.
Go deeper.
Call patterns
Your calls, your numbers.
Move the sliders to your own figures. The result updates as you go.
28 calls a month reach nobody
a month from calls you miss today
7 new clients from those calls
That is about 84 minutes on the phone a month. Starter includes about 333 minutes for €49 a month. See pricing
€6,300 a month from calls you miss today.
Counts only the calls you miss today, at about 3 minutes each. Your numbers will differ.
What you hand over. What you keep.
What Clara needs from you
- Callback rules
- Urgency definitions
- Approved after-hours language
- Escalation path for critical cases
- Staff availability and routing rules
What stays in your control
- Approved triage logic
- Escalation for urgent or sensitive cases
- Transcript and summary visibility
- Multilingual support if relevant
- AI disclosure-ready handling
- GDPR-aware, EU-hosted infrastructure
Pay for minutes, not seats.
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Starter
€49 /month
- €50 of call credit included
- €0.15 per phone minute plus call charge, about 333 minutes
- 2 simultaneous calls
- All 24 roles, unlimited agents
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Pro
Most popular€99 /month
- €100 of call credit included
- €0.14 per phone minute plus call charge, about 714 minutes
- 4 simultaneous calls
- All 24 roles, unlimited agents
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Business
€249 /month
- €250 of call credit included
- €0.13 per phone minute plus call charge, about 1,923 minutes
- 6 simultaneous calls
- All 24 roles, unlimited agents
Not ready for a plan? The free plan comes with a one-time €3 call credit. Start on Free
Questions about an AI receptionist for tax consultants.
Can it handle after-hours calls better than voicemail?
Yes. That is one of the strongest use cases for this agent.
Can it identify urgent situations?
Yes, based on the approved urgency logic and escalation rules you define.
Can it prepare a clean callback summary?
Yes. Structured callback context is one of the main business benefits of this agent.
Can it support busy tax-season peaks?
Yes. Peak-period continuity is exactly where this agent becomes especially valuable.
Does it replace the office team?
No. It protects the missed-call and callback layer so the human team has cleaner next actions when they return.
Is this an AI answering service for tax advisors?
It does more than take messages. Clara holds the conversation: answers questions from the information you provide, books where you allow it and puts urgent calls through to your team, day and night. Every call arrives as a transcript and a summary.
Does it give tax advice?
No. It takes the question, the deadline and the client's details and passes them to the right advisor, with anything that has a date attached flagged as urgent.
