Fiduciaries
In the middle of tax season, the AI agent answers while you close the books. March: files pile up and the phone rings every ten minutes. The AI agent answers practical questions, notes new mandates and books appointments. Nothing about a client file is discussed over the phone.
What the AI agent does for a fiduciary
The calls your trade receives, what the AI agent does, and what you receive. Anything missing is noted and passed on, never made up.
Talk to the AI agentNew mandate
Do you do tax returns for the self-employed?
Need noted in a sentence, name spelled out, number confirmed. No accounting questions asked on the phone.
Documents and deadlines
When should I bring you the paperwork?
Answered from your information: list of documents, deadlines, drop-off at the office or by email.
Appointments
I'd like an appointment for my tax return.
Slot read from your calendar, booked during the call.
Ongoing matter
How far along is my tax return?
Nothing is said on the phone. The question is noted, the person in charge calls back.
Extension
Can I get an extension?
Your procedure, if you have written it down. Otherwise the request is noted and passed on.
The record that reaches the office
The summary of a first call, exactly as the AI agent sends it. Four things are always in it.
- The number, read back: digit by digit, confirmed before the call ends.
- The need in one sentence: no accounting questions asked over the phone.
- What is left for you to do: or “nothing to do” when the request has been handled.
- Urgency: routine, call back today, or urgent.
On the Business plan, the same summary can also go to your CRM.
Ready for your trade in three steps
What the AI agent takes from your website, what you add, and the test call before you open the line.
A test call from your dashboard, in the browser, before you switch on call forwarding.
Start for freeWhat the AI agent never does
Three limits that apply to every call. The question is noted and passed on, never settled over the phone.
Book a demoThe AI agent knows your vocabulary
The terms of your trade, added to the AI agent's vocabulary: understood and spelled correctly.
Frequently asked questions
Everything to know about the AI agent for a fiduciary.
Can tax advice be given over the phone?
No, never. The AI agent gives no tax or accounting advice. The question is noted with the name and number, and reaches you in the summary.
What happens if the call is about an ongoing matter?
Nothing about a case is said on the phone. The AI agent notes the question and passes it to the person in charge, who calls back.
Does this replace my office staff, especially in March?
No. The AI agent takes the calls your office staff cannot take. Your staff stay in charge of the files.
What happens to my customers' data?
By default, no voice is recorded: recording only runs if you switch it on, and callers are then told. The number and the call summary are deleted after 30 days, or after the delay you choose.
Can a call be transferred to the office?
Yes, to a number of your choice, in the cases you have defined.
Other trades: law and fiduciary
The same AI agent, set up for another trade.
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Call the AI agent with a real enquiry.
Two minutes is enough to see what gets noted, and what stays unsaid.