AI phone assistant for tax advisors
voiceOne takes the pressure off your firm: client calls are answered 24/7, appointments are scheduled, document handovers are announced, and callback requests are logged in a structured way. During busy closing season up to 40% of all calls are lost — with voiceOne, you never lose a client again. Compliant with §203 StGB, from 29 €/month, no minimum term.
Why an AI phone assistant for your tax firm?
Between ELSTER submissions, VAT pre-returns and annual accounts, the phone never stops ringing — every client has “just a quick question”. Your tax clerks are constantly pulled out of productive work, and during the busy season the whole system collapses. voiceOne closes this gap: calls are handled 24/7 in a structured way, appointments are booked straight into the calendar, document handovers are announced, and technical queries are recorded as callback requests with full context. Your team can focus on real advisory work — reception runs quietly in the background.
Your benefits with voiceOne in your tax firm
24/7 availability
Even in the busy closing season, when you are on client visits or after hours — your clients can always reach someone.
Appointment booking
Annual reviews, VAT consulting, balance sheet meetings — clients book appointments directly in your firm’s calendar.
Client identification
Client number or name is requested so the call is correctly assigned to the responsible case handler.
Document handover
Clients announce when they will bring in cash books, receipts or contracts — time and responsible person are planned.
Callback requests with context
Technical questions are captured in a structured way: client, topic, file reference, urgency — your professional staff see the full context at a glance.
Deadline reminders
VAT pre-returns, ELSTER deadlines, extended submission dates — the assistant reminds your clients of their obligations.
New client qualification
Legal form, revenue size, industry, required services — prospects are pre-qualified and routed to the right partner.
Busy season buffer
From March to July, voiceOne absorbs call peaks — no client is left waiting in a queue.
Typical call scenarios in your tax firm
Book annual review
The client wants to discuss the annual accounts — the assistant proposes appointments with the responsible case handler.
Status of the tax return
“Has my income tax return already been submitted?” — the assistant records the request and creates a structured callback task.
Drop off documents
The client announces delivery of receipt folders, quarterly statements or the cash book — a handover time slot is coordinated.
New client enquiry
A GmbH founder is looking for a firm — legal form, expected revenue and scope of services are requested and forwarded to the right partner.
Calculate your time savings
Find out how much time your team can save with voiceOne.
Estimate based on your inputs. Actual savings may vary.
How voiceOne works in practice
Set up in 15 minutes
Configure opening hours, client managers, service types and deadlines online — no IT integration needed.
Client calls in
voiceOne answers with your firm’s name and the professional tone of voice your clients expect.
AI handles the request
Schedule appointments, plan document handovers, log callback requests with context — everything is structured.
You are notified
The appointment is in the calendar, the callback request in your inbox, and you receive a full daily report in the evening.
Our quality promises
Software
Hosting
§203 StGBFrequently asked questions
Test voiceOne in your tax firm now
14 days free, no credit card required, up and running in 15 minutes.