HomeSectors

For gestorías and accountants

Appointments, documents and deadlines handled by WhatsApp and phone, in four languages. Your team works on the files, not on answering calls.

Ask for a free demo Try it now

In a nutshell

In a gestoría the phone never stops: “Is mine done yet?”, “Which papers do I need to bring?”, “What do I need to transfer the car?”, “When is the VAT deadline?”. They are fair questions, and they interrupt exactly the work that answers them.

In the Balearics, many clients are foreign residents who need an NIE, a tax return or to register as self-employed, and would rather ask in German or English. An assistant that answers in their language and leaves the appointment booked is an advantage over anyone who does not pick up.

Example

Wednesday at 21:20, with the office closed

Example conversation. The assistant always introduces itself as the virtual assistant.

Good evening, I've just moved to Mallorca and I need an NIE number. Can you help?
Virtual assistantGood evening! I'm the gestoría's virtual assistant. Yes, we apply for the NIE on your behalf. You will need your passport and proof of the reason, such as a job contract or a purchase contract. Would you like an appointment?
Yes, by video call if possible.
Virtual assistantOf course. I have Friday at 10:00 or Monday at 16:30, 30 minutes each. Which suits you, and what name shall I put it under?

Appointment readyVideo call · NIE · document list sent

What we set up in a practice

  1. Appointments and calls

    It books an appointment at the office or by video call, notes the reason and leaves the case ready for the adviser.

  2. Which documents to bring

    It tells the client what each procedure needs and sends the list in writing.

  3. Collecting documents

    It asks for what is missing, reminds clients of what is pending and tells you when the file is complete.

  4. Vehicle paperwork (DGT)

    Transfers, registrations and licence exchanges: it says which documents are needed, collects the vehicle's details and tells the client when the paperwork is ready.

  5. Deadline reminders

    Reminders for quarterly VAT, the annual tax return or renewals, to each client and in good time.

  6. Status of a case

    It answers “How is mine going?” with the status you have set, without interrupting anyone.

  7. No advice given

    The assistant does not give an opinion on any case or work out taxes: it collects, informs and hands over to the professional.

Example: a gestoría

Tax-return season without chasing anyone

  1. Notice to each client
  2. Documents collected
  3. Reminder of what is missing
  4. File ready for the adviser

Sample website

This is what your business's website could look like

A demo website for a made-up business in your sector. Open it, make a test booking and chat with its assistant.

Open the sample website
Gestoría Llebeig · Gestoría · Mallorca

Price · Gestorías and accountants

from €99/month

AI receptionist. Set-up from €290. Automations at a fixed quote. Excl. VAT.

  • WhatsApp, calls and web chat
  • Appointments at the office and by video call
  • Document lists for each procedure, DGT included
  • Spanish, Catalan, English and German
  • Deadline reminders, as a separate automation
Request a proposal

Live demo

Talk to the assistant, right now

It is a real assistant loaded with a sample business's information. Write to it as a customer would: ask for an appointment, ask a price, or switch language halfway through.

This is a demonstration with sample businesses: no booking, appointment or order is saved.

Gestoría LlebeigVirtual assistant · online

Questions

Frequently asked questions

Does the assistant give tax or legal advice?

No. It is set up not to give an opinion on any individual case or work out taxes. It passes on the general information you give it, collects the details and hands the matter to a professional.

Does it also work for DGT vehicle paperwork?

Yes. For a transfer, a registration or a licence exchange, the assistant gives the document list and the prices you set, collects the details of the vehicle and the parties, and answers “How is mine going?” with the status you mark. The filing with the DGT is still done by you, through your platform as a gestor administrativo.

What about confidentiality?

We sign a data processing agreement, as the GDPR requires, and explain which tools are involved. You decide what information the assistant can see; anything sensitive stays in your practice software.

Can clients send documents by WhatsApp?

They can, if that is what you want. For sensitive documents we recommend a dedicated upload link instead of the chat. We decide it with you according to the type of document.

Does it connect to my practice software?

It depends on the software. We check before giving you a price; if it cannot be connected, the assistant works with a separate calendar and list, and we tell you so from the start.

Who is responsible if a deadline is missed?

Professional responsibility stays with the practice. The reminders are a help for you and your client, and do not replace your own deadline control.

Keep exploring

You may also be interested in

Sectors Law firms First contact and an appointment with the lawyer, at any hour and in the client's language. Services AI receptionist Answers WhatsApp, calls and web chat at any hour. Services Automation The tasks you repeat every day, done on their own. Islands Mallorca Palma, Inca, Manacor, Alcúdia, Sóller, Calvià.

Let’s talk

Tell us about your business

We reply on WhatsApp with a concrete idea of where to start. The first chat is free and with no obligation.

  • A demo with an example from your sector
  • A fixed price before you decide anything
  • If it doesn’t pay off for you, we’ll tell you
What are you interested in?

Your message reaches us straight away, at any hour. The first chat is free and with no obligation.