For Swiss fiduciary firms and accountants · Geneva location
Les fiduciaires genevois opèrent dans un environnement unique : private banking, structures de trust et de fondation, mandats UHNW (Ultra High Net Worth), expatriés ONU/OMC/OMS avec déclarations multi-juridictions. Un cabinet moyen reçoit 25 à 50 appels par jour, avec une part EN/FR/ES significative. Discrétion et précision sont essentielles. fonea apporte concrètement : qualification structurée en FR/EN/ES, séparation nette clients existants vs. nouvelles demandes, capture structurée pour conflit-check, hébergement suisse conforme nLPD avec clauses DPA étendues sur demande — adapté aux mandats sensibles avec actifs offshore et reporting multi-juridictions.
Typical call scenarios
UN-Expat — confidentialité absolue.
Trust — höchste Diskretion.
Steuerfrist-Notfall — schnelle Reaktion.
Local references
ONU, OMC, OMS, banque privée, Eaux-Vives, Champel
Frequently asked
Oui. Niveau "discrétion absolue" : aucun nom de structure ou actif capturé au téléphone, escalade directe.
Reconnaissance des badges/cartes diplomatiques, routage vers les fiduciaires spécialisés en quasi-résidents.
Oui. Particulièrement utile pour la clientèle latino-américaine via Genève.
Yes. All persistent client data is hosted in Switzerland. The revised FADP (effective 1 September 2023) and the GDPR are fully respected.
Initial setup takes about 30 minutes. We configure fonea with you: your top-20 client questions (deadlines, documents, contacts, processes), response scripts in German, French, and Italian, and calendar integration. After go-live you adjust scripts anytime in the dashboard — or we help with changes.
fonea is deliberately not designed to give tax advice. Whenever a matter exceeds standard information (extensions, specific deductions, audit questions), fonea captures name, callback number, and concern, and dispatches a task to the responsible accountant — by email, Slack, or Teams.
No. The accountant's professional confidentiality under cantonal tax law is preserved because fonea does not provide advice. Client data is encrypted at rest, only your team can access transcripts. Retention windows are configurable (default: 90 days), and every processing step is documented in the DPA.
Yes. The contract is monthly and can be cancelled anytime, no minimum term. Many firms keep fonea running year-round because the relief is noticeable outside high season too — but that's your call.
Yes. fonea understands Swiss German (all dialects) and replies in High German or Swiss Standard German. Additionally: French, Italian, English, and Spanish — crucial for clients in Romandy and Ticino and for international clients.
fonea answers arbitrarily many parallel calls — no busy tone, no queue. That is the decisive difference from a single receptionist, especially during tax season.
fonea introduces itself as an AI assistant at the start of the call — this is mandatory under FDPIC guidance. Acceptance depends on callers experiencing competent answers and fast handover to humans; younger clients in particular expect this kind of direct, digital contact anyway.
30-day money-back guarantee. Live in 7 days. No minimum term.