İçeriğe atla
Fonify
Try it now
Fonify for accounting firms

Tax filing and client calls never go unanswered, even after hours

For accounting and tax advisory firms, appointment, filing reminder, and document tracking calls are handled by your AI employee without wearing out your office team

Tax filing and client calls never go unanswered, even after hours
Why Fonify

Why accounting firms choose Fonify

Appointments are always open

During off-hours and the busy filing season, Fonify books the calling client's appointment straight into the calendar

Tax filing and deadline reminders

Reminds clients of VAT, income, and corporate tax deadlines, and requests the required documents in advance

Document collection tracking

Tracks missing invoices, receipts, and paperwork, and calls the client to complete missing documents

Fee and quote questions

Answers service scope and fee questions with standard information, and logs quote requests

Regulatory information

Answers frequently asked questions on current regulations and incentives from the right source, and routes to a specialist when detail is needed

Smart handoff to the accountant

For complex tax or audit questions, warm-transfers to the right accountant along with a summary of the conversation

Scenarios

What the AI employee does on accounting firm calls

A client whose VAT filing deadline is approaching asks about a missing document

Fonify reads the missing paperwork list, reminds the client, and sets an appointment for delivery

A new client calls to find out the service fee

The AI employee explains service packages and the price range, gathers information for a detailed quote, and passes it to the office

A client calls wanting an appointment during corporate tax season

Offers a suitable day, drops the appointment into the calendar, and sends the required document list via SMS

A client calls asking about an incentive or exemption

Gives general information, and leaves a callback request for the accountant if the client's situation needs specific assessment

From theory to the field

One call, start to finish

We don't tell, we show: exactly what happens in one call in this sector.

Accounting
Is this your question: Does it handle sensitive financial matters securely?

VAT filing deadline day. A taxpayer calls in a panic.

Inbound call0:00
live
  1. Customer0:02· TR

    Tomorrow is the VAT filing deadline and I couldn't get my documents ready in time, what should I do?

  2. Fonify0:06· TR

    Let's stay calm and get a clear picture first. Do you have your invoices and expense documents on hand?

  3. Customer0:10· TR

    Most of them, but a few invoices are missing.

  4. Fonify0:14· TR

    Got it, I've noted that the missing invoices are due today; your accountant will call you today and plan to make the deadline.

  5. Customer0:18· TR

    Thank you so much, I feel a bit more at ease.

  6. Fonify0:22· TR

    You're welcome, our accountant will contact you by 3:00 PM at the latest.

What happened behind the scenes
  • The call was recorded in compliance with data protection law, taxpayer data was kept encrypted
  • The list of missing documents was sent to the accountant
  • The deadline-day filing status was logged to the tracking list
Result
97%Deadline-day calls answered
< 1 MINAverage pickup
0Missed filing-deadline call
Integrations

Talks directly to your office tools

The AI employee connects to your appointment and client tracking systems, your existing workflow stays the same

  • Automatic client appointment entry into your accounting software
  • Accountant calendar sync via Google Calendar
  • Filing and document reminder messages via WhatsApp Business
  • Appointment confirmation and deadline alerts via SMS
Industry FAQ

Top questions from this industry

Related industries

How Fonify works in adjacent industries.

Hire your AI employee for Accounting

Try live an AI employee that answers Accounting calls 24/7

Call usMessage us on WhatsApp