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.
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.
No tax content processedGDPR-compliantLive in hours
Client is calling
Filing extension
LiveCaptured & structured
Advisor informed
0
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 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
checks availability and books directly
OUTCOME
Appointment confirmed, team stays focused
CALLER
Client needs a filing extension
captures all details and forwards immediately
OUTCOME
Deadline not missed, no damage to the client
CALLER
Client asks about filing status
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
recognises urgency and connects immediately
OUTCOME
Nothing urgent gets buried in daily traffic
CALLER
New prospect asks about services
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
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.
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
Email & calendar
Google Calendar
Calendar integration
Calendly
Appointment booking
Webhooks / API
Any system integration
And 250+ more integrations via our open platform.
FAQ
Frequently asked questions
More industries
HiDesk also fits
My team focused. My clients reachable.
HiDesk is the AI reception for tax advisors and accounting firms. No tax content is processed. GDPR-compliant.
No tax content processedNothing tax-related leaves the firmGDPR-compliant, hosted in Germany