Phone agentprimary
Take client calls on deadlines, assessment status, document submission 24/7. Identification by client number, integration with DATEV/addison/CASA-XL via calendar 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. From the same stored company knowledge, rinqo answers enquiries from chat, the web form and the inbox and gives the team on the ground what it needs.
The situation
Germany has 53,803 tax firms and 88,995 tax advisers, as of 1 January 2025, according to the federal chamber BStBK. 36,379 of those firms are sole practices, a good two thirds. Call volume swings with the tax cycle: before VAT deadlines, during income-tax season, shortly before the filing dates. And the questions coming in are rarely new ones. 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. The same stored knowledge carries every channel you switch on, and answers the questions your team would otherwise pass along.
Where it pinches
- 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.
One knowledge base, every channel
Where rinqo works 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 solutionChat agent
Answers prospect questions on services and document checklists on the website and books initial consultations, without interrupting the firm.
Open chat agentPersonal agent
Firm knowledge on demand: deadline overviews, client-onboarding checklists, fee modules. Drafts emails and info sheets in the firm's voice.
Open personal agentMarketing agent
Expert posts, firm profile and clear explanations of your field for LinkedIn and your own site, in your firm's voice. Objective promotion within professional conduct rules, showing competence rather than pushing.
View marketing agentHow rinqo solves this
The agent filters before you pick up
A client calls. The agent identifies itself as the firm assistant, asks what the call is about and answers everything organisational: general deadlines, required documents, how DATEV access works, appointment booking. Client-specific details are not shared on the phone, the agent takes them down in a structured way, and your firm calls back. Advisory questions and individual cases are put straight through.
The same knowledge, wherever it is asked
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. The same applies to every channel you switch on, and to your team looking it up instead of asking around.
Appointments directly into the advisor's calendar
The agent knows each advisor's calendar (Google Calendar, Outlook or a CalDAV calendar), 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 requests recorded in a structured way and passed to the clerical team
- DATEV access requests recorded, with the invitation triggered by your team
- Consultation appointments booked (first meeting, annual review, tax check)
- Extension requests documented
- Prospect clients qualified (revenue, industry, need)
- Look internal knowledge up on the spot instead of asking around
- Turn references and vacancies into on-brand posts
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. The knowledge behind it then carries the other channels and the questions asked internally.
GDPR + professional confidentiality
Tax firms fall under GDPR, professional code, and the Tax Advisory Act (§62 confidentiality). rinqo runs the application in Germany and processes client data exclusively within the EU, signs the Article 28 data-processing agreement, and documents all subprocessors (all in the EU) transparently on /security. No data leaves the EU.
- Hosting Hetzner Germany, data processing entirely in the EU
- Data-processing agreement included, all subprocessors EU-based
- Retention configurable; up to 10 years for chat and email (§147 AO), up to 365 days for phone
- §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
Founder, rinqo
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.
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Specifically the phone agent for Tax firm?
Detailed call flows, software integrations, and emergency triage logic, in one place.
Phone agent for Tax AdvisorsMore client work, fewer interruptions.
Test the agent with your deadline communication and your firm's voice. The same knowledge answers chat, enquiries from web and inbox, and your team's questions.
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