Fewer interruptions at deadline time, without losing touch with clients
Office hours, which documents to send, “can my accountant call me back?”: a large share of a firm’s calls are administrative. VoxTelio handles them by your rules and passes everything else to your team.
- Caller
- Existing client (identity declared)
- Topic
- Question about a quarterly VAT return
- Requested
- Call back by their account manager
- Preferred time
- Tomorrow morning
- Next step
- Assign to the account manager
- Status
- To handle
What your team receives after a call. Sample content.
Calls the assistant can take
“What time do you close today?”
The assistant gives the hours you approved. If it doesn’t have the answer, it doesn’t guess.
“I need someone to call me about my tax return.”
It takes the name, number and general reason, then creates a callback request. It never gives tax guidance.
“Can I speak to my account manager?”
It routes the call according to your transfer rules, or takes a message if the person is busy.
“I got an urgent letter from the tax office.”
It collects the key details and applies your priority rules, without commenting on what the letter means.
Always handed to your team
- Personal tax, accounting or legal advice
- Any information about a client file (confidentiality)
- Unhappy callers and sensitive situations
Possible follow-up calls
- Call back clients who asked for it, at the time they chose
- Confirm review or signing appointments
- Remind clients which documents are still expected (no confidential content)
Follow-up calls module in preparation.
Frequently asked questions
Can the assistant answer tax questions?
No. It only gives general administrative information the firm has approved (hours, how to reach you, documents to prepare) and passes on anything that needs professional judgment.
How is client confidentiality protected?
The assistant has no access to your client files and never confirms confidential information to an unverified caller. It asks callers not to share tax or banking details on the call. See Trust & Security.
Will VoxTelio connect to my practice management software?
Not natively today. Requests reach your team by email and in the VoxTelio console, and can be exported. Integrations with the most common tools are on the roadmap and will be prioritized with pilot customers. We’ll tell you plainly what works with your setup before any pilot.
Let’s talk about your calls
Tell us how many calls you get, what people usually ask for and what you would like to hand off. We will tell you honestly what makes sense to automate.