AI phone agent for tax firms

AI Phone Agent for Tax Advisors

Zeeg answers client calls around the clock and books consultations straight into your calendar. GDPR compliant, made in Germany.

Sercan Sek - DomusMariya LazarevaTim Schmitz - work4allemitheteacherJan Hecker - Jodel
Over 20,000 users · 14 days free, no credit card
★★★★★
4.9/5
CapterraGetAppG2
  • Schnekenburger Steuerberatungsgesellschaft
  • RINGTREUHAND Allgäu
  • LeineTax
  • SCHMEER Steuerberatung
  • Sonntag Steuerberater
  • Fischer Steuerberatung für Heilberufe
  • CPA Aicher Steuerberater
  • Performance Treuhand
Hear the AI phone agent for yourself

Call and have it book an appointment for you, just as your clients would.

+49 30 75678184
Around the clock · The test takes under 2 minutes
At a glance

AI phone agent for tax firms at a glance

An AI phone agent answers your tax firm's calls when nobody can pick up. Zeeg's AI phone agent speaks naturally, records what the caller needs and books consultations straight into your calendar, around the clock and in 23 languages.

From as low as €0.11 per minute
Runs on its own minute packs, from €49 a month for 250 AI minutes with annual billing.
In 23 languages
German, English, Turkish, Polish, Ukrainian and more.
Call data in the EU
GDPR-compliant: conversations stored in the EU, appointments and contacts in Europe, with a data processing agreement.
For every firm

Which tax firms is the AI phone agent for?

Sole practitionersHave calls answered while you are in a consultation.
Small and mid-sized firmsTake load off the front desk, above all in tax season.
Firms with several officesRecord the matter and book with the team at the right office.
Private clientsAnswer questions about the income tax return and book the annual review.
PayrollPut employers' questions straight through to the payroll team.
Business foundersBook first meetings about legal form and setting up a GmbH.
Availability

Every client gets an answer

The AI phone agent answers every call at once, even when you are in a consultation or your team is working on the annual accounts. It records the matter and answers questions from your documents, for example about opening hours or the receipts needed for the tax return. Whatever it cannot settle, it records with a callback number.

Appointment booking

Consultations straight into the calendar

During the call the agent checks the free times in your calendar and books the appointment at once, whether a first meeting, an annual review or advice on setting up a GmbH. The client gets a confirmation by email and can later reschedule or cancel the appointment by phone too.

Client experience

A natural conversation, clearly recognisable as AI

No keypad menu, no hold queue. The agent speaks naturally, asks follow-up questions and addresses your clients formally. At the start it says that it is an AI assistant, as the EU AI Act requires. After every call your team gets a summary, and the full transcript is in the dashboard.

Outbound calls

Missing receipts? The agent calls

Upload a list of the clients whose documents for the tax return are still missing. The agent calls them at set times, reminds them about the receipts and books an appointment straight away if they want. If it only reaches voicemail, it leaves a message.

Routing

The matter with the right contact person

Decide which matter belongs in which calendar and which calls are put straight through. The agent recognises during the call whether it is about the tax return, bookkeeping or payroll, books with the person responsible and puts urgent questions through at once.

Getting started

How to set up the AI phone agent for your tax firm

No code, no prior knowledge. Within minutes your agent answers its first calls.

1

Describe your agent

Say in your own words how your firm works, which matters the agent settles itself and which it puts through. Zeeg builds the agent from that.

Prompt template Appointment booking
2

Test in the browser

Talk to your agent right in the dashboard and adjust what it says before a client calls.

Test call 0:54
3

Connect your number

Forward your firm's number or take a new local number. From then on the agent answers every call.

+49 30 … connected to the agent
Comparison

Zeeg, Fonio and smao for tax firms compared

Phone, appointment booking and data protection, compared using the providers' own information.

FeatureFoniosmao
AI phone agent
Answer calls and book appointmentson Zeeg scheduling pagesin connected calendarsvia Cal.com or meetergo
Outbound calls and campaignsalso by CSV import and APIfrom Team, €299
Live transfer to staff
Languages on the phone23 languagesover 60 languagesmore than 10 languages
Your own number via SIP trunkfrom Team, €299
Price€49 per month, 250 minutes€99 per month, 1,000 minutesno base fee, €0.35 per minute
Appointment booking
Online booking for clients2 scheduling pages on the free plannot listednot listed
Round robinfrom Business, €16not listedvia meetergo
Routing formsfrom Business, €16not listednot listed
CalendarsGoogle, Outlook, Exchange, iCloud, CalDAVGoogle Calendar, Cal.com, Calendly, SimplyBook.me, eTerminvia Cal.com or meetergo
Data protection
GDPR compliantby its own accountby its own account
Data storageCall data in the EU, appointments and contacts in EuropeEurope, location not statedGermany, by its own account

Zeeg prices per month with annual billing, plus VAT; Fonio prices net per month with annual billing. Details on the providers, with sources, on our pages Fonio alternative and smao alternative.

Data protection

Data protection for tax firms

As a tax advisor you are bound to secrecy under § 57 StBerG and § 203 of the German Criminal Code. Zeeg tells you exactly where each piece of data sits and who processes it.

GDPR compliantSoftware Hosted in Germany 2026, Bundesverband IT-MittelstandSoftware Hosted in Europe 2026, Bundesverband IT-Mittelstand

Two-factor sign-in for every account, SSO and SCIM from the Scale plan.

Servers in Europe

Zeeg stores appointments, contacts and form answers with Telekom in data centres in Europe, encrypted at rest and in transit.

Call data in the EU

The AI phone agent stores conversations in the EU, and telephony runs through Ireland. Without a transcript, the voice service stores nothing from the call.

Data processing agreement

Zeeg signs a data processing agreement under Art. 28 GDPR with every customer.

Confidentiality under § 62a StBerG

You oblige service providers to confidentiality in writing. On request, Zeeg signs your firm's confidentiality undertaking.

Features

Features of the AI phone agent for tax firms

Inbound calls

Every call is answered at once, with no hold queue and no keypad menu.

Outbound calls

Callbacks and reminders at set times, also as a campaign by CSV import.

Online appointment booking

Clients also book online, within your availability and buffer times.

Call forwarding

Put urgent calls through to the right number for each matter.

Summary and transcript

After every call a summary by email to your team, and the transcript as a PDF too.

Reminders

Email and SMS before the appointment, so fewer clients miss it.

Customer reviews

Teams that run their bookings and calls on Zeeg

4.9
★★★★★
out of 5 on OMR Reviews
OMR Leader Meeting ManagementOMR Top Rated Meeting ManagementOMR Top 100 Software 2026
★★★★★
Verified
After hours and on holidays: my clients’ AI voice agent
“I’ve now set up five clients with Zeeg, including law firms, media agencies and a skin clinic, and for all of them the AI voice agent matters most. It answers calls on holidays and after hours, answers callers’ questions and books the appointment straight into the business’s Google or Outlook calendar.”
F
Fatemeh
Freelance IT administrator, FN IT Consulting
1–10 employees
★★★★★
Verified
Scheduling for practices, partners and investors, with an AI voice agent
“Every morning, the first thing I check in Zeeg is what our AI voice agent has arranged since yesterday. It asks callers the first questions and then books the right appointment. […] The agent also calls out on its own: contacts we want to follow up with get a call with their own greeting at a set time.”
N
Noah
Co-founder, Aniva Health
11–50 employees
★★★★★
Verified
Great tool for our bookings
“The practical, simple setup of the AI voice agent deserves a special mention. The AI voice agent also sounds authentic and helps us take customer enquiries and bookings 24/7.”
P
Philip
Founder, Eliona
1–10 employees
★★★★½
Verified
User-friendly, flexible and customizable
“Zeeg lets us tailor scheduling to every one of our use cases. We mainly use round robin and group events with specific presets that are easy to set up.”
J
Justus
COO and Co-founder, GAM Medical
51–100 employees
★★★★★
Verified
Scheduling the way it should be
“We used to use Calendly and have now switched to Zeeg.me completely, and honestly, I’m thrilled!”
S
Sirko
Managing director, KLINKER HAUS
1–10 employees
★★★★★
Verified
Interview scheduling by link, with data staying in Germany
“I add the link to every email to recruiters, and they pick a free time themselves. Thanks to the two-way sync with my Google Calendar, only times when I’m not in a lecture or another call show up, so I haven’t had a single double booking.”
N
Nima
Industrial engineering student, TU Berlin
★★★★★
Verified
Great tool: strong data protection, easy to use and affordable
“Round robin events and adding the link to our email signature and website are super easy. The prices are more than fair […]”
N
Nils
Head of Marketing and Sales, IDEAL GROUP
501–1,000 employees
★★★★½
Verified
A good German alternative on the market
“Especially when handling client data, it matters who stores the data, where and how. […] Zeeg is a very good German alternative here: easy to use, with every feature you need.”
M
Mathias
Lawyer, Consultatio Strafverteidiger
1–10 employees
★★★★★
Verified
Zeeg is perfect for my work as an insurance agent!
“Zeeg makes scheduling with my clients easier every day. I send my clients the link, and they can easily book a time that suits them.”
M
Markus
District manager, DEVK
1–10 employees
Excerpts from verified reviews on OMR Reviews, shortened and translated from German.
Read all reviews on OMR →
Integrations

Connect the tools you already use

Calendars, video conferencing, CRMs, payments, analytics and single sign-on: Zeeg connects to the tools your team already works with.

Google Calendar
Outlook
Exchange
iCloud
CalDAV
Google Meet
Zoom
Teams
Webex
alfaview
Demodesk
HubSpot
Pipedrive
Salesforce
Stripe
PayPal
Zapier
Slack
Google Analytics
Meta Pixel
Matomo
Okta
OneLogin
SSO / SCIM
Industries

The AI phone agent in other industries

Pricing

Pricing for the AI phone agent

Monthly minute packages, separate from your scheduling plan. The bigger the package, the lower the price per minute. Custom packages on request.

Billing interval

Package XS

For small teams getting started with AI calls

€59 a month billed monthly, or €49 billed annually (16% less), excl. VAT. About €0.236 per inbound minute billed monthly, or €0.196 billed annually.

250 mininbound per month
or 178 min outbound
Get started
Included in every package
  • Answers calls around the clock
  • Books appointments during the call
  • Outbound calls and campaigns
  • Knowledge base

Package S

For growing businesses with regular call volume

€119 a month billed monthly, or €99 billed annually (16% less), excl. VAT. About €0.159 per inbound minute billed monthly, or €0.132 billed annually.

750 mininbound per month
or 535 min outbound
Get started
Included in every package
  • Answers calls around the clock
  • Books appointments during the call
  • Outbound calls and campaigns
  • Knowledge base

Package M

For established businesses with high call volume

Most popular. €239 a month billed monthly, or €199 billed annually (16% less), excl. VAT. About €0.154 per inbound minute billed monthly, or €0.128 billed annually.

1,550 mininbound per month
or 1,107 min outbound
Get started
Included in every package
  • Answers calls around the clock
  • Books appointments during the call
  • Outbound calls and campaigns
  • Knowledge base
Runs on its own minute packs.Scheduling plans

Need more minutes? Packages L, XL and XXL up to 9,000 minutes a month, and credit from €10: See all packages · Custom packages on request

FAQ

Frequently asked questions

Which calls does the AI phone agent handle for a tax firm?

It takes enquiries from new clients, books first meetings and annual reviews, reschedules or cancels existing appointments and answers questions from your documents, for example about opening hours or the receipts needed for the tax return. It puts urgent questions through to the right number and records everything else with a callback number.

What does an AI phone agent for tax advisors cost?

The AI phone agent runs on its own minute packs. You only pay for AI minutes, from as low as €0.11 per minute, with packs from €49 per month for 250 minutes with annual billing.

Does the caller know they are talking to an AI?

Yes. The default greeting says at the start of every call that the caller is talking to an AI assistant, as the EU AI Act has required since August 2026. You can change the wording of the greeting, but you keep the reference to AI.

How does the AI phone agent fit with professional secrecy?

Under § 62a of the German Tax Advisers Act (StBerG), you oblige service providers who process client data to confidentiality in writing. On request, Zeeg signs your firm's confidentiality undertaking and signs a data processing agreement under Art. 28 GDPR with you.

Is the AI phone agent GDPR compliant?

Yes. Zeeg's agent is GDPR and EU AI Act compliant. Conversation data is stored in the EU, and calls run through the Irish region of our telephony provider. Zeeg stores appointments and contacts encrypted on servers in Europe. If you switch off transcript storage, the voice service stores nothing from the call.

Can I keep my firm's existing number?

Yes. You forward your number to the agent or connect it via SIP trunk. Or you take a new local number directly in Zeeg.

Does Zeeg replace DATEV?

No. Zeeg handles calls and appointment booking, and your practice software stays as it is. Zeeg has no direct DATEV connection: client files, deadlines and tax returns stay in DATEV.

How does Zeeg differ from Fonio and smao?

Zeeg comes with its own appointment booking: clients book online on the same scheduling pages the AI phone agent books into on the phone, and round robin and routing forms spread both across the team. Fonio and smao book into connected calendars or booking tools. Fonio speaks more languages, over 60 instead of 23, and smao charges no base fee, at €0.35 per minute. As of October 2026.

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