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For Tax Firms

No client waits
for your callback.

Your AI phone assistant handles client calls, books consultations, answers standard questions, and relieves your firm team — even during peak season.

For Tax Firms — For Tax Firms — For Tax Firms — For Tax Firms — For Tax Firms — For Tax Firms — For Tax Firms — For Tax Firms — For Tax Firms — For Tax Firms —

The Problem

What costs tax firms every day

Annual reports, tax returns, client calls — doing everything simultaneously is impossible.

Unreachable during peak season

During filing season, the phone rings non-stop. Clients wait days for callbacks — frustration escalates.

45% of calls unanswered during peak season

Recurring standard questions

When will my tax assessment arrive? What receipts do I need? What's the deadline? Always the same questions costing valuable time.

60% of calls concern standard information

Clients leaving

Clients who don't feel looked after switch tax consultants. Poor availability is the most common reason for switching.

30% of clients lost due to poor availability

Staff shortage

Qualified tax assistants are in short supply. The remaining staff carries an ever-growing burden.

15,000 open positions in tax firms

The Solution

What BHOMY does for.

Appointment booking

Annual reviews, initial consultations, quick questions — appointments are booked directly in the firm calendar.

Qualify inquiries

New or existing client? Individual or business? The assistant sorts and prioritizes.

Document checklists

What receipts are needed? The assistant communicates stored checklists for tax returns, annual reports, and more.

Parallel call handling

End of May, everyone calls at once — no problem. Every client is served immediately, no busy signals.

Confidential & discreet

Client data is treated strictly confidentially. No content information about tax assessments or cases.

Forward when urgent

Urgent deadlines, tax audit, appeal deadline — the assistant recognizes urgency and escalates immediately.

24/7 Availability

Clients reach your firm anytime — evenings, weekends, and during filing season.

GDPR-compliant & confidential

All data processed on German servers. Highest security standards for sensitive financial data.

Customizable for your firm

Client groups, services, deadlines, checklists — everything individually configurable.

Over 35 languages

International clients are served in their language — important for firms with international clientele.

Daily Routine

A day with BHOMY in your tax firm

How your AI assistant works around the clock for you.

07:30

Before office hours

A client calls asking about their tax assessment status. The assistant notes the inquiry and forwards it.

10:00

In the middle of year-end closing

8 calls in one hour — receipt questions, appointment requests, deadline questions. All handled in parallel, your team works undisturbed.

14:00

New client

A prospect calls wanting to have their taxes handled by you. The assistant qualifies the inquiry and books an initial consultation.

20:00

After firm hours

A client has a question about their receipts. The assistant provides the checklist and reminds about the filing deadline.

Duringpeakseason,ourphonewasthebiggeststressfactor.SinceBHOMYfilterscallsandbooksappointments,wecanfinallyfocusonthemandates.Ourclientsgreatlyappreciatetheconstantavailability.
C

CPA Christine Hoffmann

Owner, Hoffmann Tax Firm

99%
Availability rate
50%
Less phone load
< 3s
Second response time
25%
More new clients

FAQ

Frequently Asked Questions.

Ready to optimize your client service?

Experience how BHOMY relieves your firm — even during the most stressful peak season.

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