# AI phone assistant for tax advisors & accounting firms > Source: https://hi-desk.de/en/industries/tax-advisors/ --- Tax advisors & accounting firms # My team stays focused on client work, not on the phone. HiDesk takes client calls, coordinates appointments and routes urgent matters. No tax content is processed. [Try it free](https://app.hi-desk.de/auth/register) [Book a demo](https://cal.com/florestan.p/hidesk-beratung) No tax content processedGDPR-compliantLive in hours Client is calling Filing extension Live Captured & structured Advisor informed 24 Hours a day reachable for clients 10-15 Hours saved per week 0 Clients lost to missed calls The challenge ## Being reachable and focused — I can’t do both at once Every call is a focus loss. But leaving calls unanswered isn’t an option either. Problem 01 ### Every call pulls me out of year-end work Focused work on tax filings is constantly interrupted. Each interruption costs more time than the call itself. Problem 02 ### 59% of callers who reach voicemail never call back Prospects who don’t reach anyone move to the next firm. Missed calls aren’t a small matter — they are lost clients. Problem 03 ### Call volume triples during tax season In Feb and March the phone never stops ringing. Without extra staff, every line becomes a bottleneck. Problem 04 ### I don’t know what an AI does with confidential data A system that processes or forwards tax content is a liability risk. That can’t happen. How HiDesk helps ## Client accessibility without focus loss or liability HiDesk coordinates calls. It doesn’t process tax content. ### Coordinate calls, never process tax content HiDesk captures who’s calling and why, then routes. No tax advice, no case work, no client record data. ### No tax content ever leaves the firm HiDesk processes only coordination data: who is calling, what their request is, where to route it. Tax content stays inside the firm. ### Extensions, document status, appointments: structured intake The most common client calls all have the same shape. HiDesk captures the full request and routes it to the right advisor. Typical call scenarios ## What clients call about, what HiDesk handles CALLER Client wants a consulting appointment ![HIDESK](https://hi-desk.de/images/brand/nextImageExportOptimizer/logo_green-opt-256.WEBP)checks availability and books directly OUTCOME Appointment confirmed, team stays focused CALLER Client needs a filing extension ![HIDESK](https://hi-desk.de/images/brand/nextImageExportOptimizer/logo_green-opt-256.WEBP)captures all details and forwards immediately OUTCOME Deadline not missed, no damage to the client CALLER Client asks about filing status ![HIDESK](https://hi-desk.de/images/brand/nextImageExportOptimizer/logo_green-opt-256.WEBP)records the request and routes to the advisor OUTCOME Full info at the right person, no sticky-note chaos CALLER Client calls with an urgent matter ![HIDESK](https://hi-desk.de/images/brand/nextImageExportOptimizer/logo_green-opt-256.WEBP)recognises urgency and connects immediately OUTCOME Nothing urgent gets buried in daily traffic CALLER New prospect asks about services ![HIDESK](https://hi-desk.de/images/brand/nextImageExportOptimizer/logo_green-opt-256.WEBP)captures contact details and books a first meeting OUTCOME No new client lost to a missed call CALLER Client requests a call-back from their advisor ![HIDESK](https://hi-desk.de/images/brand/nextImageExportOptimizer/logo_green-opt-256.WEBP)checks availability and books a call-back slot OUTCOME Advisor calls back at the agreed time Setup ## Live in a few hours — no IT project Our team guides you through every step. No technical background required. 01 ### Forward your phone number HiDesk takes over your existing number in minutes — no change for your callers. 02 ### Configure knowledge & rules You define what HiDesk should know, say and do. Our team walks you through it. 03 ### Go live today HiDesk picks up your calls. No call is missed again. [Set up now](https://app.hi-desk.de/auth/register) Benefits ## What actually changes ### 10 to 15 hours of relief per week Coordination calls, appointment requests, status questions: HiDesk handles anything that doesn’t need professional judgement. ### No client lost to a missed call 59% of callers who reach voicemail never call back. HiDesk picks up every call. ### No tax content processed, GDPR-compliant HiDesk processes only coordination data. Hosted in Germany, GDPR-compliant, ready for a data-processing agreement. ### Scales in tax season without more headcount Call volume triples in February. HiDesk scales with it — no new hires needed. Integrations ## Plugs into your firm’s software Via the HiDesk API, the AI assistant integrates seamlessly with your existing systems to capture and query data precisely. Firm software Integration via API ![Microsoft Outlook Logo](https://hi-desk.de/icons/integrations/microsoftoutlook.svg) Microsoft Outlook Email & calendar ![Google Calendar Logo](https://hi-desk.de/icons/integrations/googlecalendar.svg) Google Calendar Calendar integration ![Calendly Logo](https://hi-desk.de/icons/integrations/calendly.svg) Calendly Appointment booking Webhooks / API Any system integration And [250+ more integrations](https://hi-desk.de/en/technology/) via our open platform. FAQ ## Frequently asked questions ### ### Does HiDesk process tax content or client-record data? 01 No. HiDesk processes only coordination data: who is calling, what the request is, where to route it. Tax matters, notices, filings or case data are never processed. ### ### What happens with client data mentioned during a call? 02 HiDesk is a pure coordination system. It captures who is calling and what the request is. Tax content is not processed or forwarded. On request we sign a data-processing agreement. ### ### Is HiDesk GDPR-compliant? 03 Yes. HiDesk is hosted exclusively in Germany and is fully GDPR-compliant. We sign a data-processing agreement on request. ### ### Can HiDesk integrate with my firm’s software? 04 Yes. Via the HiDesk API, the assistant integrates seamlessly with your existing systems including calendars, client management and other firm tools. ### ### What happens with an urgent client matter? 05 HiDesk recognises urgency signals and connects directly to the right person in such cases, following rules you define. ### ### Which firm types is HiDesk suitable for? 06 Solo practices, partnerships, and multi-office firms — especially teams with high call volume during tax season. More industries ## HiDesk also fits [ Law firms Discover AI reception ](https://hi-desk.de/en/industries/law-firms/) [ SaaS & IT service providers Discover AI reception ](https://hi-desk.de/en/industries/saas-it/) [ Healthcare Discover AI reception ](https://hi-desk.de/en/industries/healthcare/) ## My team focused. My clients reachable. HiDesk is the AI reception for tax advisors and accounting firms. No tax content is processed. GDPR-compliant. [Try it free](https://app.hi-desk.de/auth/register) [Book a demo](https://cal.com/florestan.p/hidesk-beratung) No tax content processedNothing tax-related leaves the firmGDPR-compliant, hosted in Germany