Client questions about deadlines, documents, appointments. Your agent provides answers.
Clients ask about deadlines, required documents, or meeting times. Your agent answers standard questions, books appointments, and takes callback requests. Your team focuses on the cases.
Notice under EU AI Act Article 50:The preset greeting says right at the start that an AI is speaking. If a transfer number is on file, the agent hands callers over to a person on request.How we use AI
What does the AI phone assistant do for tax advisors?
The AI phone assistant for tax advisory firms answers general client questions about filing deadlines, required documents, and appointments, books consultations via calendar tools like Google Calendar or Outlook and captures callback requests in a structured way, individual tax consulting remains exclusively reserved for licensed professionals. To be engaged as a service provider under § 62a StBerG, rinqo commits to confidentiality in text form in the data processing agreement, and processing takes place in the EU.
Servers in Germany · no US corporations
Stored in Germany. Processed in the EU, without US providers.
GDPR-compliant on EU servers
Many host in the EU and still send the data to US corporations like OpenAI. We don't. Calls, transcripts and knowledge data sit on servers in Germany, and the AI processing runs with European providers in the EU. A DPA under Art. 28 GDPR is in place.
Hosting in Germany, in data centres with ISO 27001 certification
AI processing runs with European providers in the EU, not with US corporations like OpenAI, Google or Amazon. No training on your data.
Speech recognition with EU processing and speech synthesis from a German provider, customers receive the named provider list in the dashboard.
Auto-deletion: 90 days by default, adjustable from 7 days
AI Act Art. 50: AI notice on by default
Since 2 August 2026, people must be told no later than first contact that they are talking or writing to an AI. With rinqo this notice is on by default in every channel.
Phone: the preset greeting says it is an AI; calls the agent places itself always open with it
Chat: notice always visible in the window. Email: notice below every reply from the agent
Generated images: AI label in the metadata, plus a visible label that is on by default
Penalty: up to €15M or 3 % global annual turnover, the lower amount for SMEs
Sources: GDPR Art. 28 + 32 · EU AI Act Regulation 2024/1689 · DSK guidance on artificial intelligence and data protection (German data protection conference, 2024). This overview does not constitute legal advice.
Why tax advisors need an AI agent.
Tax advisory firms have seasonal peaks: before filing deadlines, the phone rings nonstop. Clients want to know which documents they need, when the deadline is, or when their assessment will be ready. The staff is working on complex tax returns and can't keep answering the phone.
Before income tax filing deadlines, call volume rises sharply
Clients repeatedly ask the same questions about deadlines and documents
Staff members lose focus through constant interruptions
Service providers may only be brought in under the conditions of § 62a StBerG
In the two weeks before the extension deadline, we don't process anything anymore, we just take calls. And we still miss every third one.
How the phone agent works for tax advisors.
Your agent answers questions about current deadlines, required documents, and the status of tax returns. It books consultation appointments and takes callback requests. Complex tax questions are routed to the responsible staff member.
Move the sliders. The starting values are rough orientation, not a measurement — put your own numbers in.
100
25%
€250
30%
~108Missed calls per month
€8,063Lost revenue per month
€96,756Lost revenue per year
rinqo answers calls around the clock. At night, at weekends too.
Why rinqo for tax firms, three hard facts on StBerG, GDPR and deadline peak load.
A tax firm chooses a phone system not by UX but by three lines: professional confidentiality, including the rules for service providers under § 62a StBerG, data processing per Art. 28 GDPR, and whether the system can handle the peaks before filing deadlines at all. Anyone using AI phone assistance for the firm in DACH must fully meet these three requirements, otherwise the firm risks professional sanctions from the chamber of tax advisers and GDPR fines of up to 4 percent of global annual turnover.
§ 62a StBerG + Art. 28 GDPR
The service provider's confidentiality obligation: agreed in text form under § 62a StBerG.
rinqo runs as a processor under Art. 28 GDPR on servers in Germany. The data processing agreement is part of every plan and, in section 10, contains rinqo's confidentiality obligation in text form, as § 62a StBerG requires of service providers. Client data is processed exclusively in the EU. The duty of confidentiality under § 203 StGB and § 57 StBerG remains the firm's own responsibility; for this, rinqo provides the data processing agreement under Art. 28 GDPR and adjustable retention periods.
Servers in Germany · Art. 28 DPA included · processed only in the EU
Deadline peak scales without staff
Before filing deadlines call volume rises sharply, and the agent scales with it.
Tax firms have recurring peaks: the weeks before the income tax filing deadlines (end of July without an adviser, end of February two years after the tax year when a firm files) and the start of the year, when payroll tax certificates must be transmitted by the end of February. In those weeks the phone never stops. With a human secretariat that means either weeks of overtime or client enquiries slipping into voicemail. rinqo scales in parallel, whether 50 or 500 calls come in a day, every one is answered. Most requests before a deadline are routine: which documents do I need, when does the extension run out, when will my assessment arrive. The agent answers those on its own and the case handlers only see the client-specific escalations.
53,803 tax firms in Germany · BStBK · scales through the deadline week too
AI Act Art. 50 (effective 02.08.2026)
Transparency obligation fulfilled, before clients ask.
From 02 August 2026, Article 50 of the EU AI Regulation requires that clients on the phone clearly learn they are talking to an AI. For tax firms this is doubly sensitive: clients expect professional diligence, and undeclared AI use is perceived as a breach of trust. The standard greeting from rinqo says so at the start of every call ("This is the AI assistant of Tax Firm Müller, I am an AI"). The firm adjusts the wording itself; the note that it is an AI should stay in. Breaches of Art. 50 can be fined up to €15M or 3% of worldwide annual turnover; for small and medium-sized enterprises the lower amount applies. Transparency builds trust: clients know what they are dealing with, and in our experience they accept AI assistance well when it is communicated openly.
AI notice in the standard greeting · Wording editable
rinqo vs. classic solutions for tax firms.
Tax firms compare three options: full-time secretariat, external phone service with per-call billing, or answering machine. Honest overview.
Feature
rinqo
All channels, one plan
Full-time secretariat
internal
External phone service
billed per call
Answering machine
Classic
Catch deadline peak
Scales to 500+/day parallel
Personnel bottleneck
Per-call costs explode
Confidentiality covered by contract
Obligation in the DPA, processed only in the EU
Professional supervision
DPA with secretariat contract
Local
Monthly cost at 65 calls/week
Flat rate with credits
Gross salary plus on-costs
Billed per call
€0
AI disclosure under AI Act Art. 50
Auto & editable
Not an AI system
Not an AI system
Not an AI system
Client requests captured in a structured way
Request + urgency
Manual
Generic script
A full-time secretariat brings professional oversight but capitulates in the deadline peaks. External phone services absorb the peaks but bill per call. An answering machine ends the conversation instead of holding it. rinqo is the answer for firms that see seasonal swings in volume and need a service provider bound to confidentiality by contract.
What your agent does for tax advisors
Deadline information
Communicating required documents
Appointment booking
Taking callback requests
Communicating availability
What the Phone agent can do
Answers common questions automatically
Books appointments directly in your calendar
Qualifies inquiries and captures contact details
Routes complex cases to your team
Main language from 17+ languages
Answers from your website and documents
Honest answers to real concerns.
The questions that come up before the start.
Is the agent even allowed to speak with clients? Professional secrecy?
Yes, if the requirements of § 62a StBerG are met: careful selection of the service provider and a contract in text form that binds it to confidentiality. That contract is part of rinqo's data processing agreement, in section 10. rinqo processes the data on your behalf under Art. 28 GDPR, on servers in Germany.
What if the agent gives incorrect tax information?
The agent provides no tax advice, only general information you've marked as "shareable". Any individual question is routed to the licensed professional.
Can we import call protocols into the client file?
Yes. Every call is exported as transcript and summary. Filing into your firm software (DATEV, Addison, etc.) happens manually or via webhook.
Frequently asked questions for tax advisors.
The agent answers general questions about deadlines, documents, and processes. Individual tax advice is routed to the responsible staff member. This is not tax consultation.
You maintain the deadlines in the knowledge base. When something changes, you update it once, and the agent responds correctly right away.
Yes. The logic is the same: answering questions about deadlines, documents, and appointments. You adapt the knowledge base to your offering.
Multi-channel for your industry
rinqo for Tax Advisors, all channels
Telephone, chat and email from one platform: business case, ROI, GDPR and integrations.
Founder of rinqo. Builds a company memory where an organisation's knowledge comes together and stays available, and the AI agents that work from it: on the phone, in the inbox, in chat, in marketing and in further roles. Writes here about bringing AI into companies, about data protection, and about what holds up in daily operation. Developed in Germany, processed in the EU, no US providers.
