For Swiss fiduciary firms and accountants · Lausanne location
Les fiduciaires lausannois servent un mix particulier : start-ups (autour de l'EPFL Innovation Park et de l'écosystème tech), PME romandes établies dans le canton de Vaud, expatriés tech avec déclarations multi-juridictions, et propriétaires d'immobilier vaudois soumis à l'impôt foncier cantonal. Un cabinet lausannois moyen reçoit 25 à 45 appels par jour, avec des pics en saison fiscale (mars à mai et septembre à novembre). Les start-ups ont besoin de conseil rapide et abordable avec packages forfaitaires; les PME établies attendent expertise sectorielle et continuité de relation. fonea apporte concrètement : qualification structurée en FR/EN, distinction start-up/PME/UHNW pour routage, capture des deadlines fiscales en priorité absolue, hébergement suisse conforme nLPD.
Typical call scenarios
EPFL-Startup — strukturierter Erst-Setup.
PME-Nachfolge mehrjährig.
Steuerfrist-Notfall.
Local references
EPFL Innovation Park, Unil, CHUV, Pully, Lutry
Frequently asked
Oui. Triage start-up vs. PME vs. UHNW configuré. Packages dédiés capturés en script.
Capture du délai en priorité, escalade rapide vers le partenaire de garde fiscalité.
Oui. Important pour les expatriés tech et start-ups internationales.
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.