Industry Solution for Tax Advisors
Never miss a client call.Even in the middle of deadline season.
qutee.ai answers your firm's calls, responds to questions about documents and uploading receipts, books initial consultations and forwards urgent matters to the right case handler. So your team can focus on client work.
The Problem
Every call interrupts client work.
Firms don't just lose time. Constant calls cost focus, and anyone who can't get through may simply look for another firm.
Missed Calls Before Deadlines
Shortly before filing deadlines the line is always busy. Clients can't get through and new enquiries are lost.
Constantly Interrupted Work
The phone rings in the middle of a tax return or a payroll run. Getting back into it takes time.
The Same Questions, Again and Again
Which receipts are still needed, how do I upload, when are you available: these questions take time away from the actual work.
A day with qutee
This is your day with qutee.
09:15
In the middle of deadline season.
Shortly before the filing deadline, a client asks which documents to send and how uploading works. qutee answers instantly, with the knowledge you've stored.
11:40
When every line is busy.
A client reports a new employee for payroll. qutee takes down the key details and passes them to the payroll team.
19:30
Even after hours.
A founder looking for a tax firm calls in the evening. qutee answers the first questions and books an initial consultation straight into your calendar.
08:00The next morning
Your team starts prepared.
Every call, request and next step is ready as a summary. Nothing has slipped through.
Use Cases
One AI assistant for every client request.
qutee.ai guides callers naturally through the conversation and hands your team a ready-to-act summary at the end.
- 01
Book Initial Consultations
New prospects get an appointment straight away, following your rules, in your connected Google or Outlook calendar.
- 02
Documents & Receipt Upload
Instantly answer which documents are needed for the tax return and how uploading works.
- 03
Tax Office Letters
Recognise urgent matters, note the deadline and topic, and transfer the call directly to the responsible case handler.
- 04
Callback Requests
Log every request cleanly: name, number, topic and preferred time, then send it to the right person.
- 05
Payroll Requests
Take down new employees, changes or payroll questions and hand them to the payroll team in a structured format.
- 06
Frequently Asked Questions
Office hours, directions, how the firm works and simple process questions answered around the clock.
How It Works
Every call. Fully documented.
The caller speaks naturally. qutee.ai asks the right follow-up questions, books the appointment and hands over a structured summary.
“Hello, I've been self-employed since this year and I'm looking for a tax advisor.”
Thanks for calling. Is it about ongoing bookkeeping, your tax return, or both?
“Both. And I've received a letter from the tax office about advance payments.”
I'll note that. I have Thursday at 10 am free for an initial consultation. Does that suit you? Then I just need your name and a phone number.
“Yes, that works. Jonas Becker, +44 7911 555234.”
Thank you, Mr Becker. Your initial consultation on Thursday at 10 am is booked. Please bring the letter from the tax office with you.
- Category
- New client enquiry
- Situation
- Self-employed since this year
- Request
- Bookkeeping + tax return
- Note
- Tax office letter on advance payments
- Appointment
- Thursday, 10 am, in calendar
- Priority
- New client
Automatically emailed to the firm's team
Benefits
More calm in the office. More time for clients.
qutee.ai is not a traditional voicemail.
- 01
Always reachable for clients
Calls are answered even when your team is in meetings or deep in deadline work.
- 02
Work with focus
Routine questions no longer need manual handling. That leaves more time for returns, year-end accounts and advice.
- 03
Never miss a new enquiry
Prospects get an initial consultation booked right away instead of waiting for a callback.
- 04
Professional first impression
Clients get an immediate, friendly response instead of hold music or an engaged tone.
Trust & Technology
AI telephony you can trust.
qutee.ai was built with maximum focus on data privacy and security. Developed in Germany, hosted in the EU.
GDPR-compliant
EU hosting and clear data processing. Client data stays in the EU.
Quick to launch
No big IT project required. Typically live within a few days.
Customisable
You decide what qutee may say. Dialogues, routing rules and notifications are configured individually for your firm.
No new phone number
Your existing number stays the same. A simple call-forwarding rule is all it takes.
Frequently asked questions
No. qutee does not give tax advice and has no access to client files. It also says nothing about the status of an individual tax return. You decide which general questions qutee may answer, such as office hours, required documents or how to upload receipts. Anything technical is noted and passed on to your team.
Yes. qutee books appointments directly in your connected Google or Microsoft 365/Outlook calendar, following the rules you set: for example which times are available and how long an initial consultation lasts.
Yes. When a matter is urgent, for example a tax office letter with a deadline, or the caller wants to speak to a person, qutee transfers the call to a predefined number, such as the responsible case handler or the front office.
Yes. Especially in the evening, on weekends or when every line is busy shortly before filing deadlines, qutee is the first point of contact. Instead of a voicemail, clients have a real conversation, and your team gets a summary by email or in the qutee dashboard.
No. Your firm's well-known number stays exactly as it is. A simple call-forwarding rule (e.g. when busy or outside office hours) to a number we provide is all it takes.
More industries
qutee works in many industries.Find yours.
- Law firmTake new enquiries, book first consultations.
- Real estate agentQualify prospects, book viewings.
- GymBook trial sessions, answer member questions.
- RestaurantTake table bookings and group requests.
- Coaching & consultingBook intro calls, take new enquiries.
- IT supportLog incidents, create tickets in Zammad or TANSS.
Test qutee.ai with real tax firm scenarios.
See how qutee.ai automatically handles questions about documents, initial consultations, urgent matters and callbacks. Free for 14 days.