voiceOne for tax advisors
You on the year-end accounts.voiceOne on the phone.
voiceOne answers calls when nobody in the practice can pick up: appointment requests, questions about missing documents, enquiries from new clients. Afterwards the caller is in the CRM with their request, the appointment is in the calendar – and quote and invoice are created from the same case.
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Enquiry from a new client
Example with invented data
An AI phone assistant answers a tax practice’s calls when nobody is free, for example during client meetings or at year-end. It answers questions about services, availability and the documents required using the knowledge the practice has stored, books appointments into free slots and forwards calls you define as urgent to a specific number. With voiceOne, every call ends up in the CRM as a contact with a summary; quote, invoice and DATEV export run in the same system.
As of · applies to the voiceOne brand
An example day at a small tax practice. The top row shows where you are, below it who calls and what voiceOne does with it. Tap a dot.
I would like to arrange an appointment for the annual review.CalendarSMS
Which documents do you need from me for the income tax return?Knowledge
We have received a letter from the tax office, there is a deadline.ForwardingCRM
What is the status of my tax return?Task
I am self-employed and looking for a new tax advisor.CalendarCRM
Can I drop the receipts into your letterbox tomorrow morning?Knowledge
Times, requests and place are invented. Only your own call log shows how many calls your business misses today – which is why we do not quote averages here.
With voiceOne the work does not end with the call. Afterwards the caller is in the CRM with their request and a summary, and the introductory meeting is in the calendar. You create quote and invoice from the same case, invoices also as e-invoices; your practice’s own accounts are exported in DATEV format.
Yes. You forward your existing number to your voiceOne number, which you find in the application under Settings, Phone numbers. With Deutsche Telekom this works with *21*number#, with Vodafone and O2 with **21*number#; you switch forwarding off with #21# or ##21# respectively. With sipgate you set up forwarding under Settings, Routing. Alternatively you get a new number directly in voiceOne.
As of · Source: voiceOne user manual. The codes are set by your phone provider.
Services, office hours, document lists – and what counts as a deadline matter for you.
Google, Outlook, CalDAV or eTermin – or the calendar in voiceOne.
Enter the code or use a new number. Guide in the help centre (German)
Call yourself and play through a letter from the tax office.
It only says what you store, for example which documents you need for a return or when the practice can be reached. You can rule out individual tax assessments; it then records the request and it is noted as a callback request.
It follows the rules you set. You decide how it recognises a deadline matter, for example a letter from the tax office, and which number it then forwards to. If nobody is available there, it records the request and it is noted as a callback request.
Yes. You create quotes and invoices in voiceOne from the case and send them by email as PDF, invoices also as e-invoice and XRechnung. Dunning with reminder levels and DATEV export are included. The AI team can prepare quotes; nothing is sent before your approval.
Yes. You divert your existing number to the voiceOne number. Alternatively, you get a new number directly in voiceOne.
No. voiceOne is software you rent. On the phone, your AI assistant speaks, not one of our employees. You set it up yourself and keep the settings in your hands.
Call data is not used to train language or AI models. Audio files are deleted after 30 days, transcripts after 180 days. More under Data protection for the AI phone assistant.
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voiceOne. Your AI team.On the phone and in the office.