The AI Phone Assistant for Your Accounting Firm
You're reconciling a client's books and the phone rings. Safina picks it up, qualifies the caller, and captures every detail. You call back when you're ready.
Why accountant professionals miss calls
You're reconciling a client's books and the phone rings. Safina picks it up, qualifies the caller, and captures every detail. You call back when you're ready.
Call from
2m agoSafina handles unlimited simultaneous calls with no busy signals, so every client reaches a professional voice.
Call from
5m agoSafina answers immediately, captures business type, service needs, and contact details so you call back prepared.
Call from
11m agoSafina takes the call, logs the request, and flags urgent deadline situations for immediate notification.
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.
Caller's interest
The caller was genuinely interested, shown by their open and engaged demeanor.
Interested in topics
Real estate, Investments, Insurance, Alternative Investments
The caller was satisfied with the responses.
How Safina helps accountant businesses
Tax Deadline Rush Call
A client calls in a panic about a filing deadline. Safina captures name, client status, deadline date, and urgency, then flags for immediate callback.
New Client Inquiry
A small business owner wants to switch CPAs. Safina captures business type, current pain points, service needs, and contact details.
Document Request
A client needs a copy of their prior year return or a tax transcript. Safina logs name, client status, document type, and reason.
Billing Question
A client has questions about an invoice. Safina captures the client name, invoice reference, and the specific concern for your billing team.
IRS Notice Call
A client received an IRS notice and is worried. Safina recognizes the urgency, captures notice details, and routes the call for priority callback.
Payroll Question
A client calls about a payroll discrepancy or tax withholding issue. Safina captures the client name, pay period in question, and specific concern for your team.
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
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.
Frequently Asked Questions
Will Safina give tax advice to callers?
No. Safina captures information only and does not provide tax guidance, opinions, or recommendations. Callers are informed they are speaking with an AI assistant. Professional judgment stays with your licensed team.
What about client confidentiality?
Safina is GDPR-compliant and hosted in Germany. Call data is encrypted in transit and at rest. For sensitive financial details, we recommend keeping those for the personal callback rather than capturing them during intake.
Can Safina recognize IRS or audit urgency?
Yes. When a caller mentions an IRS notice, audit, penalty, or imminent deadline, Safina flags the call as urgent and sends an immediate push notification to your team.
Does it work during busy season when call volume spikes?
Especially then. Safina handles unlimited simultaneous calls. No busy signals, no hold queues, no missed new client inquiries during your most critical weeks.
How does the cost compare to hiring a receptionist?
A part-time receptionist costs $2,000 or more per month. Safina starts at $11.99. And Safina is still available at 8 PM when a client panics about tomorrow's quarterly payment.
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.
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 accountant business
You're reconciling a client's books and the phone rings. Safina picks it up, qualifies the caller, and captures every detail. You call back when you're ready.
Start Your Free Trial