Phone agentprimary
Take client calls on deadlines, assessment status, document submission 24/7. Identification by client number, integration with DATEV/addison/CASA-XL via Cal.com or webhook.
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ForTax firms
The firm stays focused.
Inquiries handle themselves.
Clients ask about receipts, deadlines, balances — on the phone, by email, in chat. AI agents clear standard inquiries from the knowledge base, document receipts in structure, and route only what really matters. Like an extra receptionist who never calls in sick.
Get startedIn short
The Rinqo AI agent for tax firms answers common client questions about deadlines, receipt submission, and DATEV access, books consultation appointments, and routes cases needing advice to the responsible tax advisor, compliant with GDPR and German tax-advisory law, hosted in Germany.
The situation
Germany has around 55,000 registered tax advisors (BStBK data) and close to 100,000 professionals including partners. A typical firm with three advisors and four staff serves 150 to 300 ongoing engagements. Call volume swings with the tax cycle: before VAT deadlines, during income-tax season, and ahead of May 31, volume rises to 80-120 calls per day. The DIHK digitization survey shows 71 percent of firms cite routine communication as their biggest time drain, clients ask 'Did you get my receipt?', 'When's the deadline?', 'Is my annual statement done?'. Each question pulls the advisor out of casework. An agent that absorbs the standard third returns concentration time.
71 %
firms naming routine communication as top time drain
Source: Deutscher Industrie- und Handelskammertag 202580-120
calls per day in peak season
Where it hurts
- Client calls for the fourth time about the same receipt, the advisor breaks focus.
- Deadline questions ('When's the VAT filing due?') come up a hundred times per quarter.
- DATEV access forgotten, clients call instead of using the portal.
- New inquiries (prospect clients) get lost between ongoing calls.
- Firm assistant is pinned to scheduling instead of casework.
How Rinqo solves this
The agent filters before you pick up
Client calls. Agent identifies as firm assistant, asks for client number and topic, answers anything in 'DATEV access,' 'deadline,' 'receipt status,' 'appointment.' Only when it's about advisory or an individual case does it route to the advisor.
It knows your processes
Client-communication guidelines, deadline calendar, DATEV how-tos, vacation coverage, the agent answers exactly the way your firm does. No off-the-shelf responses, only your firm's sentences.
Appointments directly into the advisor's calendar
The agent knows each advisor's calendar (Cal.com, Outlook, Google), books first meetings, tax check-ins, or annual reviews, and sends confirmations with a prep checklist automatically.
What the agent handles
- Deadline questions (VAT, income tax, payroll, annual statement) answered
- Receipt status checked and communicated
- DATEV access reset (invitation triggered)
- Consultation appointments booked (first meeting, annual review, tax check)
- Extension requests documented
- Prospect clients qualified (revenue, industry, need)
Our recommendation
Time is the scarcest resource in tax practice. The agent absorbs the routine third, so the advisor can focus on complex cases. Classic support-relief use case.
All channels for this industry
What Rinqo offers for Tax firms
Email agent
Standard inquiries on VAT pre-declarations, deadline reminders, document-submission notes. Escalate complex mandates (complaints, legal) to the responsible advisor.
Explore email solutionGDPR + professional confidentiality
Tax firms fall under GDPR, professional code, and the Tax Advisory Act (§62 confidentiality). Rinqo processes client data exclusively in Germany, signs the Article 28 data-processing agreement, and lists all subprocessors (EU-only) transparently on /security. No data leaves the EU.
- Hosting Hetzner Germany, no US cloud in the data path
- Data-processing agreement included, all subprocessors EU-based
- Retention configurable per §147 AO (6/10 years)
- §62 confidentiality: transcripts encrypted, access firm-only
- AI Act Art. 50: in-call AI disclosure built in (required from 2026-08-02)
Frequently Asked Questions
Specific industry pages
Written by
Sven Pflüger
Founder & CEO, Rinqo
Sven builds Rinqo from a simple observation: most AI tools are designed in San Francisco and sold in Berlin. The workshop in the Black Forest, the veterinary practice in Salzburg, the family hotel in Tyrol get software that doesn't speak their language. Rinqo flips that. On European servers, set up in ten minutes, in twenty languages. With templates built by the industries themselves.
Last updated: 2026-05-05
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