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Pro plan: €199/mo with Web and WhatsApp, plus a one-time €690 + VAT setup, including 3 maintenance sessions in the first year. Request your demo →

01 For tax & admin agencies

Attend to your clients without slowing the agency down.

Captia answers common questions about services, deadlines, documentation and appointments by phone, web and WhatsApp using your agency's real information, collects client details and leaves each case ready for your team — without giving tax advice.

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Captia flow

Customer

Hi, I'd like to register as self-employed. How much does it cost and what do you need from me?

Captia

Registering as self-employed costs €60 and includes registration with the Tax Office and Social Security. We need your national ID and an IBAN. Shall I get the process started in your name?

Captia

For any specific tax questions about your situation, an advisor will review them before confirming anything.

What Captia does

  • Answers on web, WhatsApp and phone
  • Replies with your business's real information
  • Prepares and books appointments and reservations
  • Sends reminders over WhatsApp
  • Hands off to your team when needed

02 Calls

Hear how it answers the phone

Press play and hear a real Captia reply as a receptionist, with your business's information and handing off when a person is needed.

Caller

Quería darme de alta como autónomo. ¿Qué necesito y cuánto cuesta?

Captia · receptionist

El alta de autónomo son 60 € e incluye Hacienda y Seguridad Social. Solo necesito tu DNI y un número de cuenta. ¿Te dejo la gestión preparada y que un gestor la confirme?

Simulated example · AI-generated voice

03 Before / after

It's not about selling AI. It's about not losing appointments by replying late

Before

How much does it cost to register as self-employed?

What documents do I need for my tax return?

When is the next filing deadline?

Do you handle my type of company?

Can you call me back?

With Captia

Explains configured services, requirements and deadlines.

Asks for the details and documents needed to get started.

Detects when an advisor needs to step in.

Leaves the case or the appointment ready for your team.

04 Limits

What Captia must not do in your business

This part is commercial, but it's also trust: the agent doesn't make things up, doesn't sell itself as a reckless shortcut and makes clear when a person steps in.

  • 01 Does not give personalised tax, accounting or legal advice.
  • 02 Does not invent prices, deadlines or obligations.
  • 03 Does not file forms or process paperwork on its own.
  • 04 Hands off to an advisor when the case requires professional judgement.

05 Demo

From a loose question to a prepared case

Customer

Hi, I'd like to register as self-employed. How much does it cost and what do you need from me?

Captia

Registering as self-employed costs €60 and includes registration with the Tax Office and Social Security. We need your national ID and an IBAN. Shall I get the process started in your name?

Captia

For any specific tax questions about your situation, an advisor will review them before confirming anything.

06 Offer

Initial setup for tax & admin agencies

The page uses simulated conversations to explain the workflow. We do not show clients or results that do not exist.

€199/mo · Pro plan

Pro plan: €199/mo with Web + WhatsApp and 2,000 conversations per month included, no lock-in. Setup (€690 + VAT one-time, with 3 maintenance sessions in the first year) gets your agent loaded with your business and ready to go. Web only? Start from €49/mo.

  • Agent configured with services, common prices, deadlines and standard documentation.
  • Available on WhatsApp, web and phone with the same limits and handoff rules.
  • Initial conversation review to fine-tune responses and spot gaps.
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07 FAQ

Questions before trying it

Does the agent give tax advice?

No. Captia does not advise or replace the advisor. It responds with configured information and hands off when professional judgement is needed.

Can it handle phone calls as well as chat and WhatsApp?

Yes. Captia can handle web, WhatsApp and phone calls with the same information and the same limits.

Can it collect documentation from the client?

Yes. It can ask for and record the details and documents needed so your team can start the process.

What happens during busy periods like tax return season?

It answers common questions and prepares the appointment or the case, alerting the team when the situation requires review.

08 Request a demo

Request a demo

Tell us a bit about your business and we'll show you your agent in action. No commitment.