More time for advice, less for 'when's my return done?'
Answer deadline questions, collect missing documents and book consultation slots — without interrupting a Steuerberater mid-return.
Call in progress…
Where tax advisory calls usually go wrong
The same handful of problems show up in almost every call queue, long before an agent ever gets involved.
Every call lands in the middle of a return
Deadline season is also phone season. A status question that could be a sentence still breaks a two-hour focus block.
Jahresabschluss slots fill by callback
Coordinating closing meetings, audits and first consultations by phone is work the mandate will never pay for.
Missing receipts stall the file
The return is ready except for three documents nobody has time to chase, so it sits until the client happens to call.
Where the agent takes work off your plate
Built around the calls tax advisory teams actually handle every day — not a generic script.
Deadline and status answers
When the return is due, which documents are still missing, and who to send them to — answered from your knowledge base, consistently.
Consultation booking
Annual closings, first meetings and audit prep get a real calendar slot on the call.
New-mandate qualification
Legal form, turnover band and what they need help with get captured before a partner spends a first hour on a bad fit.
Document reminders
Outbound calls name the exact missing Beleg instead of a generic 'please send your papers' message.
After-hours client line
A Sunday-night panic about a Tuesday deadline still gets a structured answer and, if needed, an emergency slot.
Built to keep up with tax advisory call volume
A few generic numbers that describe how the agent behaves on every single call.
Less administrative time on the phone during deadline season
Client questions answered outside office hours
More hours left for actual advisory work
The building blocks behind this workflow
The parts of the platform tax advisory teams lean on most for this workflow.
Questions about Tax Advisory
No. It handles status, documents, deadlines and scheduling. Advice and filings stay with the Steuerberater.
See it work for Tax Advisory
Spin up an agent for this exact workflow, give it a task, and call it yourself in the next few minutes.
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