Can Loomira reliably take all calls even at the height of filing season?

Yes, Loomira answers any number of calls at once, even when every line would otherwise be busy at the filing deadline, and captures every request in full.

How quickly is Loomira set up in our firm, and does it disrupt day-to-day operations?

Setup usually takes under an hour and runs alongside day-to-day business. Your existing firm number stays the same; Loomira is simply connected behind it.

How is the duty of confidentiality under § 203 StGB maintained for client data?

All calls are hosted and stored on servers in the EU (Frankfurt), we sign a data processing agreement (DPA) with you, we store phone numbers only as salted hashes, and at the start of the conversation Loomira transparently points out, in line with Art. 50 of the EU AI Act, that an AI system is answering — Loomira does not discuss sensitive content on its own.

What happens when a client has a confidential tax question that only the tax advisor may answer?

Loomira recognises when a request needs professional advice, takes the name and callback number, and informs the responsible clerk without taking a position on the matter itself.

Reachable even during tax season. Confidential and with no waiting.

For tax advisors

Loomira takes client calls during tax season — discreetly, reliably, with no waiting.

By clicking “Call me” you consent to a one-time call to this number and to the test call being recorded. Our privacy notice applies.

GDPR-compliant · EU servers · speaks multiple languages

Taking a tax-return query

A client calls with a question about their tax return. Loomira takes down the matter and the deadline situation and arranges a callback or consultation appointment if needed.

Incoming call — firm

Answered by Loomira

Live callGerman

Answered by Loomira

Hello, I wanted to ask whether my income tax return has been processed yet. I dropped off the documents two weeks ago.

Hello, I’d be happy to look that up for you. Could I quickly have your name and case number or date of birth, so I can match it up?

Yes, my name is Mr Brandt, date of birth the twelfth of March nineteen eighty-five.

Callback arranged

Loomira notes the request and informs the responsible clerk, who follows up with the current processing status — confidential documents are not discussed on the phone.

Example view

Consultation booked for tax season

The agreed tax-consultation appointment is entered directly into your calendar with the date and topic, matched to free slots at the firm.

Client meeting

Booked automatically by phone

Confirmed

Wed16

Client meeting

2:00 pm · 45 min

Synced with Cal.com & calendar

Reachable even in filing-deadline season

Just before filing deadlines, your phone rings non-stop — Loomira takes client calls, even when your team is buried in the books.

Reachable in deadline season

Just when calls pile up ahead of filing deadlines, Loomira answers every client call instead of letting it fade out in a hold queue.

Consultations without phone tag

Loomira books appointments for client meetings directly into your calendar, without your team switching between callbacks and bookkeeping.

Standard questions answered automatically

Loomira answers recurring questions about documents, deadlines, or appointments from your knowledge base, so your team can focus on the engagements.

Confidential to German standards

Calls, transcripts and client data are hosted in the EU, with a data processing agreement, matching the confidentiality your clients expect from a tax firm.

Loomira at the centre of your tools

Every call lands where you already work: calendar, CRM and your channels are connected through ready-made integrations, webhooks and an open API.

Loomira

Cal.com

Slack

HubSpot

Calendly

Google Calendar

Webhooks

REST API

Calendar & CRM
Slack & WhatsApp
Webhooks & API

Why tax advisors rely on Loomira

Without Loomira

With Loomira

Without Loomira

At the height of filing season, when tax returns and year-end accounts are due, the phone rings non-stop — client calls go unanswered while your team works on the files.

With Loomira

Loomira takes every call instantly, even when everyone on the team is deep in casework, and makes sure no client goes unanswered.

Without Loomira

A large share of the calls are recurring status questions — whether the tax return has been processed yet or documents have arrived — that keep your team from the actual client work.

With Loomira

Loomira captures status enquiries, checks the processing status by name and case number, and gives clients an answer directly or arranges a callback.

Without Loomira

Calls often involve sensitive tax and personal information — one careless conversation can touch on the duty of confidentiality under § 203 StGB.

With Loomira

Loomira captures requests discreetly, doesn’t discuss confidential details on its own, and forwards sensitive questions solely to the responsible tax advisor.

What firms ask us most

There for every client, even at peak season

Get started with Loomira and make sure no client call is lost during the filing peak season again.

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