Accounting

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

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

Fonify for accounting firms

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

What the AI employee does on accounting firm calls

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

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

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

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

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

Frequently asked questions

Does the AI employee correctly explain VAT, income tax, and corporate tax filing deadlines to clients?

Yes, it correctly explains current filing deadlines and the required document list to clients. It recognizes sector terms such as VAT, withholding tax, and corporate tax. It doesn't create confusion.

Does the AI employee connect to the e-filing system and pre-accounting software like Logo and Mikro?

Yes, it automatically writes client appointment and reminder details into the office's pre-accounting software and calendar. It integrates with common systems like Logo, Mikro, and Luca, or with custom software through an open API.

Does it transfer the call to the accountant for a complex tax audit or inspection question?

Yes, for questions that require technical judgment on a tax audit or inspection, it transfers the call to the relevant accountant along with a summary of the conversation. It doesn't offer opinions beyond general information. The decision stays with the client's own accountant.

How long does setup and onboarding take for an accounting firm?

Setup is usually completed within a few business days and the line goes live. The office's service package, pricing, and appointment rules are defined, and the existing phone number is redirected to the new system without changing.

Note

These sector-specific conversation flows are prepared for you during onboarding. You manage day-to-day usage from the customer panel, and work with the Fonify team whenever you need a new integration or workflow.