Tax season? Natalia handles your calls
January through May, the phone never stops. Your team is buried. Natalia answers, qualifies and schedules appointments while you close the books.
An average firm misses 23% of incoming calls during tax season.
What blocks every year
January-May peaks
VAT returns, tax filings, year-end closings... Your team is on files, not on the phone.
Anxious clients
'Where's my return?' 'Did you get my documents?' The same questions, a hundred times a day.
Lost prospects
A business owner looking for an accountant calls 3 firms. The first to answer wins.
Document follow-ups
Chasing clients for missing documents takes forever. And it starts all over again every year.
A prospect who gets an appointment within 24h signs 4x more often than one called back at D+3.
What Natalia does
Immediate response 24/7
Even at 9pm when you're finishing a filing. The client knows their message was received.
Prospect screening
Company size, tax status, needs. Natalia asks the questions before the first meeting.
Automatic document follow-up
Natalia sends reminders via WhatsApp with the list of missing documents. Response rate 3x higher than email.
Direct appointment booking
Syncs with your calendar. Appointments book themselves.
Compatible with your tools
Plugs into your software
What it handles in practice
Your team focuses on files. Natalia handles the flow.
Case status updates
'Was my return filed?' 'Did my estimated payment go through?' Natalia responds with real-time status.
Year-end meeting booking
Natalia offers available slots and confirms automatically by SMS or WhatsApp.
Document collection
Automatic reminders with personalized checklist. Client responds directly via WhatsApp with documents.
Prospect screening
Business type, revenue, headcount, tax status. Info arrives before the first call.
For whom ?
If your phones ring unanswered during tax season
Independent practices
2 to 10 staff. Every missed call counts. Natalia absorbs the overflow without hiring.
CPA partners
Large client base, demanding clients. Maintain service quality even in January.
Auditors
Seasonal but intense engagements. Natalia handles the flow between audit seasons.
Need end-to-end support?
For optimal Natalia integration in your organization, our partners NoBullshit Conseil support call flow auditing, deployment and team training.
Discover the full journeyTry it before the next tax season
30-minute demo with a scenario built for your firm.