Industry · Tax advisory firms

Fewer interruptions. More time for clients.

Call0 answers the calls to your firm, answers questions about documents and filing deadlines from your information, and passes each matter with the client number to the person handling the file.

Start without an account.

A professional services employee handles a phone enquiry at her deskAI-generated

This is how Call0 sounds in your industry.

Paul AI firm reception

Demo Tax Advisory Weber & Partners

Demo business speaks English

Hello, Demo Tax Advisory Weber and Partners, this is Paul, the firm’s AI assistant. How can I help you?

Try it Introduce yourself as a new client.

Which number should Paul call?

For your workflow

  • Questions about documents and deadlines without interrupting casework
  • New clients recorded with their request and type of business
  • No tax advice—only organization and handover

Tax advisory firms · typical call

Call0 · call in progress

  1. AnruferWhich documents do you need for my income tax return?
  2. Call0Mainly your annual wage statement, receipts for work-related expenses and your insurance statements. You can upload everything through the client portal. Would you also like the person handling your file to call you back?

Question answered · no interruption

24/7

available according to your rules

Your own number

or forward existing calls

Knowledge base

approve answers with control

Transcript

keep every conversation traceable

Why Call0

Less phone chaos. More clear next steps.

Work that needs focus

Every call pulls someone out of a set of accounts or a tax return—and often the question was only “Which receipts do you need?”.

Deadline season

Calls pile up before filing dates.

Who is responsible?

Calls land with the wrong person and get passed along.

Capabilities

A conversation that fits your workflow.

You define the knowledge, required fields, responsibilities and boundaries. Call0 applies that structure during the conversation.

Questions about documents

Which records for which return and how to upload them—from the information you have approved.

Find the right contact

Client number or name—Call0 passes the call to the right person.

New clients

Private or business, legal form, request, contact details.

Callbacks with context

Every callback request with the matter and the best time to call.

No tax advice

Tax questions go to your team, never to the AI.

Arrange meetings

Meetings booked directly when a calendar is connected.

Phone number & forwardingCalendarKnowledge baseWebhooks & 0API

Setup

From workflow design to the first test call.

Start small, test the most important scenarios and go live only when answers and handoffs work as intended.

  1. 01

    Define the call flows

    You decide which calls Call0 handles for tax advisors and accounting firms and which go straight to your team.

  2. 02

    Import your website, review the knowledge

    Call0 reads your website and proposes knowledge and a call flow. You add opening hours, rules and responsibilities.

  3. 03

    Test in the browser

    Talk through routine, unclear and urgent cases before any real calls are connected.

  4. 04

    Connect your number

    Use a Call0 number or forward your existing line—for example only when it is busy or outside opening hours.

FAQ

Frequently asked questions.

Your exact setup depends on telephony, workflows and the integrations you want to use.

Does Call0 give tax information?

No. Call0 only answers organizational questions from your information.

Do I have to change my phone number?

No. You can forward your existing number—permanently, only when the line is busy, or only outside opening hours. Alternatively, you get a Call0 number of your own.

Do callers notice that they are talking to an AI?

Yes, Call0 introduces itself as a digital assistant at the start of the call. The voice sounds natural and the conversation is short and clear—with no hold queue.

Hear how Call0 can handle your workflow.

Start with a browser test, or discuss your phone number, knowledge and integrations in a personal demo.

    AI phone assistant for tax advisors | Call0