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AI receptionist for accountants: your phone answered, even in tax return season

Voani answers the phone at your accountancy or tax advisory firm: it explains what paperwork is needed, your published fees and your opening hours, and takes down every appointment and message with the name, the phone number and the client number. Tax or employment questions, it leaves noted down for the adviser.

20 free minutes · no card · no commitment

What it does at your firm

  • Answers the most common questions: what paperwork to bring for a tax return or to register as self-employed, the fees you publish and your opening hours, including summer hours and tax season hours.
  • Takes down every appointment and every message, with the name, the phone number, the client number and the matter.
  • Tax or employment questions, for the adviser: with your rules, it notes them down instead of answering them.
  • Flags anything urgent, such as a letter from the tax office or social security with a deadline.

Rules for your firm

  • When they ask a tax or employment question → say the adviser will answer it and note it down.
  • When they've received a letter from the tax office or social security → mark it as urgent and ask for the date of the letter.
  • When they ask how their tax return or other paperwork is going → ask for their name and client number, and say they'll be called with an update.

In tax season, without missing a call

During the months of tax returns and quarterly returns, the phone never stops. Voani picks up the calls your team can't take, answers the usual ones with what it knows and leaves you the rest noted down, with the client number, so you can return them in order. And as you pay by the minute, with no monthly fee, for the rest of the year you only pay for the time your agent talks.

The details of each call

As well as the name, the phone number and the reason, you ask for up to five details of your own: the client number, the matter (tax return, quarterly returns, payroll, corporation tax), the date of the letter or the adviser who handles their affairs. They can be searched, filtered and downloaded as a CSV.

What it would cost you

0.13 € per minute of conversation, VAT included and billed by the second. An example to give you an idea: 18 calls a day lasting 2 minutes, 22 days a month, come to 792 minutes: 102.96 € a month. You start with 20 free minutes, no card needed.

What it doesn't do yet

  • See the actual status of a tax return or other paperwork: it doesn't check your software; it takes a note so you can call back.
  • Book the appointment into your diary: it notes it down and your team confirms it.
  • Connect to the firm's phone: coming very soon. Today you create it and try it from your browser.

Example call

Accountancy firm

CustomerHi, I'm self-employed and I've had a letter from the tax office. Could you have a look at it for me?

AgentOf course. I'll note it down so an adviser calls you and goes through it with you. Are you already a client of the firm?

CustomerYes, I'm Pedro Gil, client 2318. My number's 655 888 222. The letter's from Monday.

AgentNoted, Pedro: tax office letter from Monday to review, client 2318, on 655 888 222. An adviser will call you today.

What it notes down for you: Tax office letter (from Monday) to review · Pedro Gil, client 2318 · call today (655 888 222)

This is an example: each agent answers with what its business tells it.

Frequently asked questions

Does it answer tax or employment questions?

That's not what it's for. It answers with what your firm publishes, such as the paperwork needed or your fees, and with a rule it leaves questions for the adviser: it notes them down so you can call back.

Can it say how a tax return is going?

It can't see your practice software, so it doesn't know. It asks for the name and client number, and says you'll call them back with an update.

Does it know what paperwork is needed?

Yes, if it's on your website or in a PDF you upload, for example the list of documents for a tax return. Whatever isn't there, it doesn't make up: it notes it down.

Can I use it just for tax return season?

Yes. As you pay by the minute of conversation, with no monthly fee, you can use it mainly in tax season and, for the rest of the year, only pay for the time it talks.

How much does it cost?

0.13 € per minute of conversation, VAT included, billed by the second. You start with 20 free minutes, no card needed, and no commitment.

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20 free minutes · no card · no commitment