Tax advisors
First contact, documents and deadlines – captured in a structured way.
What Anni handles here
- Records the request + deadline prioritizes deadline matters.
- Document follow-up instead of phone calls.
- Callback list with context.
Typical calls
- New client / initial meetingIndustry, size, topic
- Deadline & filingwhich filing, by when
- Receipt/bookkeeping questionsReceipt type, period, upload
- Letter from the tax officeDeadline + document
SetupHow to prepare for launch4
- Topic categoriesVAT returns, payroll tax, annual accounts, advisory
- Deadline rules<72h → high
- Checklists8–15 items per process
- Portal linksUpload + instructions
WorkflowsWhat Anni actually does4
Deadline triageDeadline is a required field. <72h → high priority.
Document checklistsSend a short list per request.
Callback list with contextPeriod, topic, urgency – compact.
Appointment windows by topicSuitable duration + buffer.
IntegrationsData sources and systems3
CalendarAppointments, deadlines, blocked times
Ticket/CRMClient status, tasks
Document portalUpload instead of email attachments
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↑Deadline escalation rate
↓Time until documents are complete
↓Follow-up questions per case
↓Phone time
Privacy & limitsWhat deliberately doesn't happen2
ConfidentialityOnly necessary data; secure portals.
No tax advice from AIAnni organizes – the assessment stays with the advisor.
PitfallsCommon mistakes and how to avoid them2
- Missing deadline datesMake the deadline a required field.
- Documents everywhereOne portal as the standard.
Frequently asked questionsShort, honest answers2
Can Anni say how much tax is due?Only process information. Calculations stay with the advisor.
Letters from the authorities piling up?Upload them right away – and Anni asks for the deadline.
