For Swiss fiduciary firms and accountants · Zurich location
Zürcher Treuhandbüros bedienen ein breites Spektrum: KMU-Mandate aus der Stadt, Holding-Strukturen aus dem internationalen Geschäftsumfeld, vermögende Privatkunden mit Steueroptimierung. Eine durchschnittliche Treuhand-Kanzlei erreicht 30 bis 60 Anrufe pro Tag — in der Steuersaison (März bis Mai, August bis Oktober) verdoppelt sich das Volumen. Mandanten-Stress in der Steuersaison verlangt schnelle, höfliche Erstreaktion. fonea entlastet konkret: qualifizierte Erst-Triage in DE/EN, klare Trennung Bestand vs. Neukunde, strukturierte Aufnahme bei Steuer-Erstanfragen mit Mandats-Komplexität, DSG-konformer Schweizer Hosting mit erweiterten DPA-Klauseln auf Anfrage — wichtig für Mandate mit Kontoinformationen und Vermögenswerten.
Typical call scenarios
Bestandsmandant Steuersaison — Frist-Triage.
Internationale Holding-Erstanfrage — strukturiert.
KMU-Nachfolge — strukturierte Aufnahme.
Local references
Bahnhofstrasse, Paradeplatz, Enge, Oerlikon
Frequently asked
Ja. Strukturierte Erstaufnahme inkl. Sitz, Konzernstruktur, Reporting-Anforderungen. Datenhaltung in der Schweiz.
Skaliert ohne Limit. Bestandsmandanten mit dringenden Anliegen werden mit Frist-Triage priorisiert.
Ja, via Kalender und CRM-Schnittstellen. Onboarding klärt spezifische Connectoren.
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.