The AI Phone Assistant for Your Tax Practice
While you're working on financial statements, Safina answers calls and qualifies client inquiries upfront. You call back when you're ready.
Why tax advisory professionals miss calls
While you're working on financial statements, Safina answers calls and qualifies client inquiries upfront. You call back when you're ready.
Call from
2m agoSafina answers every call so you can finish your work uninterrupted.
Call from
5m agoSafina captures urgency and deadline information, flagging time-critical calls immediately.
Call from
11m agoSafina handles unlimited simultaneous calls with no busy signals and no hold queues.
Safina answers your calls around the clock. You get an AI-powered summary of every conversation on your phone or in chat, so you can get back to focusing on your core tasks.
Safina handled 51 calls this week
Last 7 days
Emma Martin
67s 15:30Wants to discuss the offer for the new campaign and has questions about the timeline.
Laura Smith
54s 14:45Asking about the order status and when the delivery arrives.
Tim Miller
34s 13:10Schedule a meeting for the project discussion next week.
Unknown
44s 11:30Prize promise – probably spam.
Sarah King
10s 09:15Complaint about the last order, asks for a callback.
Mike Mitchell
95s Dec 13Wants to discuss a potential collaboration.
Amy Roberts
85s Dec 13Is your colleague and wants to discuss the project.
Jack Kennedy
42s Dec 12Asking about available appointments next week.
Lisa Brown
68s Dec 12Has questions about the invoice and asks for clarification.
Call from Emma Martin
Discussion about introducing the new CRM for sales.
Key points
- Call back Emma Martin
- Meeting for CRM introduction
AI Insights
The caller was cooperative and provided the needed information.
The caller can wait for a response.
Interested in topics
Tax returns, Tax planning, Audits, Deductions
Audio & Transcript
Hello, this is Safina AI, Peter's digital assistant. How can I help you?
Hi Safina, this is Emma Martin. I wanted to talk to Peter about the new CRM introduction.
Thanks, Emma. Would next Tuesday at 10:00 work for a short introduction call with Peter?
Tuesday at 10:00 works great. Please send me the invite and include a quick agenda.
Perfect, I will schedule it and send the calendar invite right away. Have a great day, Emma.
How Safina helps tax advisory businesses
Existing Client Inquiry
A client needs a copy of last year's return. Safina captures name, client status, inquiry type, and urgency.
New Prospect
Someone is looking for a CPA for their small business. Safina captures name, business type, needs, and contact details.
Urgent Deadline
A caller has an extension deadline tomorrow. Safina recognizes the urgency and notifies you immediately.
Appointment Booking
A client wants to schedule a tax planning meeting. Safina captures name, purpose, and preferred time.
Document Submission Question
A client asks where or how to send their W-2s, 1099s, or other tax documents. Safina captures name, document type, and preferred submission method.
Estimated Payment Inquiry
A client calls about quarterly estimated tax payments, due dates, or amounts. Safina captures name, tax year, and specific question for your callback.
Get your time back
45 Min
Daily time saved per support employee.
12 %
More orders because no call goes unanswered.
21 Sec
Less waiting time per customer through instant call answering.
5
Spam calls blocked monthly by Safina.
Want to hear Safina for yourself?
Just give it a ring. Call the number shown and have a test conversation with Safina.
How Safina works in everyday business
Caller Emma Martin is requesting a callback to discuss questions about the current project and schedule a meeting.
Key Points
- Clarification of project details
- Scheduling a follow-up meeting
- Discussion of next steps in the project
AI Insights
Caller requests a timely callback
Customer calls
A customer calls with a request.
You're not available
You're busy and the call is automatically forwarded.
Safina picks up for you
A customer calls with a request.
... and summarizes the conversation
Safina creates a clear summary of the conversation
Receive call summaries ...
1 On your phone
- Via push notification to your phone
- In the Safina mobile app
New call from Emma Martin
Summary created by Safina AI about the conversation...
On your computer
- In your email inbox
- In the browser via Safina Webapp
In your database
- Via webhook directly into your business software
The Safina App
Safina is available not only in any common browser, but also via the Safina mobile app.
Choose the right assistant for your industry.
Managing appointments and serving customers for beauty treatments.
Handling vehicle inquiries, test drives and service appointments.
Membership inquiries, trial sessions and class sign-ups.
Appointment booking and consultation requests for hair services.
Outages, quotes and appointments for trade businesses.
Handling maintenance reports, quotes and appointments for property management.
Give Safina guidelines for her conversations.
Conversation Start
Greeting
"Hello, I am Safina, the digital phone assistant of Müller Property Management."
Icebreaker
"How can I help you?"
Further Conversation
Full Name
Ask for the caller's full name.
Property Address
Ask for the full building address. (Repeat it back and confirm you got it right)
Tenant or Owner
Find out whether the caller is a tenant or owner.
Type of Issue
Clarify roughly what kind of issue it is.
Steps Already Taken
If it's a maintenance issue, ask whether any steps have already been taken and if so, which ones.
Free-Text Question
Ask for a callback number.
Other Concerns
Always ask at the very end whether there are any other concerns.
Safina handled 51 calls this week
Trustworthy
Suspicious
Dangerous
Wants to discuss the offer for the new campaign and has questions about the timeline.
Asking about the order status and when the delivery arrives.
Schedule a meeting for the project discussion next week.
Prize promise – probably spam.
Complaint about the last order, asks for a callback.
Wants to discuss a potential collaboration.
Is your colleague and wants to discuss the project.
Asking about available appointments next week.
Has questions about the invoice and asks for clarification.
Discussion about introducing the new CRM for sales.
Key points
- Call back Emma Martin
- Meeting for CRM introduction
AI Insights
Audio & Transcript
Hello, this is Safina AI, Peter's digital assistant. How can I help you?
Hi Safina, this is Emma Martin. I wanted to talk to Peter about the new CRM introduction.
Thanks, Emma. Would next Tuesday at 10:00 work for a short introduction call with Peter?
Tuesday at 10:00 works great. Please send me the invite and include a quick agenda.
Perfect, I will schedule it and send the calendar invite right away. Have a great day, Emma.
Caller asks for personal data and claims you won a prize.
Key points
- Share personal information
Potential fraud warning
This call was classified as potentially fraudulent.
AI Insights
Audio & Transcript
Hello, this is Safina AI. How can I help you?
This is Euro Premium Prize Center! You have won a prize!
Can you repeat the name of the organization?
We're from Euro Premium Prize Center International. To claim today, please confirm your full name and IBAN now.
Ready-made call flows for every industry.
Pick a template for your industry and Safina instantly knows which questions to ask, what to capture, and how to guide the conversation.
Your assistant, your rules
Define how Safina answers calls. Create conversation guides for different situations – from maintenance reports to general inquiries.
All calls at a glance
Your dashboard instantly shows what happened – summaries, to-dos and spam detection. No call gets lost.
Read in seconds what Safina discussed
Every call is summarized by Safina. You instantly see what it was about, what needs to be done, and how urgent it was.
Unwanted calls? No chance.
Safina automatically detects spam and fraud attempts. Suspicious callers are blocked before they reach you.
Simple, fair pricing
A personal assistant everyone can afford.
Basic
Focus on work. Not on calls.
- 30 min included*
- Answers calls 24/7, any language
- Forwards urgent calls to you
- Instant summaries + recordings
- Trained on your business
Pro
Your daily phone assistant.
- 100 min included*
- Everything in Basic
- Books appointments for callers
- Connect your tools (CRM & Webhooks)
Business
More volume. Full integration.
- 250 min included*
- Everything in Pro
- Priority Support
*Need more minutes?
When your included minutes run out, Safina keeps answering on a per-minute basis. Set your spending limit flexibly and stay in control.
These professionals already trust Safina
Since I started using Safina, I finally have time again for quality candidate conversations. The precise call summaries help me prioritize applicant inquiries efficiently.
I was initially skeptical whether the technology was mature enough. But Safina convinced me — it reliably identifies important customer calls and filters out spam. Now I can fully focus on my teams in meetings without missing important calls.
My patients really appreciate being greeted professionally even outside office hours. Safina does a great job as the first point of contact and documents all information.
I run an IT company and receive many calls every day. Before using Safina, I was constantly interrupted during meetings or while coding. That no longer happens — in focus mode, all calls go to Safina.
Safina's detailed reports are worth their weight in gold. No important point gets lost and I can follow up on customer inquiries in a targeted way.
The spam detection is brilliant! I used to miss important customer calls because I didn't want to answer unknown numbers. Now Safina protects me from fake sweepstakes and aggressive sales calls.
Since I started using Safina, I finally have time again for quality candidate conversations. The precise call summaries help me prioritize applicant inquiries efficiently.
I was initially skeptical whether the technology was mature enough. But Safina convinced me — it reliably identifies important customer calls and filters out spam. Now I can fully focus on my teams in meetings without missing important calls.
My patients really appreciate being greeted professionally even outside office hours. Safina does a great job as the first point of contact and documents all information.
I run an IT company and receive many calls every day. Before using Safina, I was constantly interrupted during meetings or while coding. That no longer happens — in focus mode, all calls go to Safina.
Safina's detailed reports are worth their weight in gold. No important point gets lost and I can follow up on customer inquiries in a targeted way.
The spam detection is brilliant! I used to miss important customer calls because I didn't want to answer unknown numbers. Now Safina protects me from fake sweepstakes and aggressive sales calls.
Use Safina in your company
Book a demo
In a 30-minute demo, we identify individual use cases for your company.
Karsten Kreh
Founder of Safina AI
Frequently Asked Questions
Will Safina give tax advice or interpret IRS notices for callers?
No. Safina does not provide tax opinions, interpret notices, or recommend filing positions. It captures the caller's name, inquiry type, deadline information, and urgency so your licensed CPAs and EAs can follow up fully informed. Callers are told they are speaking with an AI assistant.
What happens when a client panics about a filing deadline that's tomorrow?
Safina recognizes urgency keywords like deadline, extension, or penalty. It captures the deadline date, tax year, and specific concern, then sends your team an immediate push notification so nothing falls through during your busiest weeks.
Learn about notificationsDoes Safina connect with tax practice software like Drake, Lacerte, or Thomson Reuters?
Safina delivers structured call summaries via the app, email, and webhooks. You can route client inquiries into Drake, Lacerte, Thomson Reuters, or any system with an API through Zapier, Make, or direct webhook integration. If you need a custom integration with your business software, we can set that up for you as well.
Zapier integrationHow does Safina protect confidential client financial data?
Safina is built with privacy by design. All call data is encrypted at rest and in transit, hosted on EU servers, and never used for model training. For practices with specific regulatory requirements, we provide a Data Processing Agreement on request. For sensitive financial details, we recommend reserving those for the personal callback.
View DPAHow does Safina work alongside my existing office staff during tax season?
Safina absorbs the overflow when your phones ring nonstop from January through April. Your team stays focused on returns and client meetings while Safina captures every inquiry and sorts them by urgency. Think of it as surge capacity that scales with your busiest season.
How call forwarding worksHow does the cost compare to hiring seasonal help?
A seasonal receptionist costs $2,000 or more per month during tax season. Safina provides professional phone coverage for just a few dollars a month, year-round. One new client who calls during crunch time and reaches Safina instead of a busy signal pays for the service many times over.
View pricingSafina handled 51 calls this week
Trustworthy
Suspicious
Dangerous
Wants to discuss the offer for the new campaign and has questions about the timeline.
Asking about the order status and when the delivery arrives.
Schedule a meeting for the project discussion next week.
Prize promise – probably spam.
Complaint about the last order, asks for a callback.
Wants to discuss a potential collaboration.
Is your colleague and wants to discuss the project.
Asking about available appointments next week.
Has questions about the invoice and asks for clarification.
Wants to discuss the offer for the new campaign and has questions about the timeline.
Key points
- Call back Emma Martin
- Clarify timeline & pricing questions
AI Insights
The caller was cooperative and provided the needed information.
The caller can wait for a response.
Audio & Transcript
Hello, this is Safina AI, Peter's digital assistant. How can I help you?
Hi Safina, this is Emma Martin. I wanted to discuss the offer and the timeline.
Thanks, Emma. Are you mainly deciding between the Standard and Pro package for the launch?
Exactly. We need the Pro package and would like to start next month if onboarding is possible in week one.
Try Safina for your tax advisory business
While you're working on financial statements, Safina answers calls and qualifies client inquiries upfront. You call back when you're ready.