Document processing, client communication, deadlines, the repetitive work ties up capacity you simply do not have when skilled staff are scarce. We automate the recurring tasks so your firm can take on more clients. It is about capacity, not headcount cuts.
The bottleneck in tax advisory is not your headcount, it is the shortage of skilled staff against a growing client load. AI automation starts exactly there: it takes the repetitive document and administrative work off your team so the same people can serve more clients and focus on the advisory work they are needed for. No job cuts, more room in a full calendar.
Six time drains that slow mid-sized tax firms down.
Sorting, assigning and pre-accounting documents, month after month, client after client. Much of it is routine, yet it ties up exactly the specialists you are short of elsewhere.
Document requests, follow-up questions, standard replies, each email written one by one. In sum this swallows hours every day in the back office and among advisors.
Filing deadlines, advance requests, appeal deadlines, across many clients. Mistakes are expensive and carry liability, and monitoring eats attention.
Incoming paperwork, scans, emails, uploads, all have to be assigned to the right client, period and case. Manual sorting with no added value.
Reminders, confirmations, the same letters again and again, assembled from templates and individualized every time. Pure busywork with no professional value.
Open positions stay unfilled for a long time, experienced staff retire. The existing team has to carry more clients without the day getting any longer.
Incoming documents are recognized, read out and enriched with pre-accounting suggestions, ready to plug into your DATEV processes. Your specialist reviews and books instead of capturing everything by hand.
Recurring client queries and document requests are prepared as draft replies, drawing on the file and client data. Your team reviews, adds and sends.
Deadlines from assessments, requests and client matters are recognized and tracked clearly with lead time and escalation. Fewer missed dates, less liability risk.
Scans, uploads and emails are automatically assigned to the right client, period and case and filed in the DMS. No more manual sorting.
Reminders, confirmations and recurring letters are pre-filled from client data and put forward for approval. Pure busywork disappears.
Find earlier analyses, letters and assessments in seconds, the AI understands the question, not just the keyword. All within your protected environment.
Before filing, the AI checks whether documents and records for the client matter are complete, and flags what is missing before it surfaces during processing.
An assistant answers recurring client questions about status, deadlines and required documents, within the scope you define, handing over to your team for anything professional.
A firm focused on financial accounting, annual statements and payroll for mid-sized clients. Before the project: document processing and client queries tied up a substantial share of specialist time, while two positions stayed unfilled. New clients could barely be taken on, even though the demand was there.
After rollout: documents are prepared with pre-accounting suggestions, recurring client emails are drafted, deadlines are tracked centrally. The freed-up capacity flows into serving additional clients, with no new hires.
The figures below are an illustrative example, not guaranteed results; the actual levers depend on your processes.
Tax advisors are bound by professional confidentiality under Section 203 of the German Criminal Code. Our solutions are built for that, not adapted after the fact.
Data processing in Germany or the EU. On request on-premise at your firm, in which case no client record leaves your premises.
Your client data is not used to train public AI models and is not shared with third parties. Full data processing agreement.
We design the technical framework so that your duty of confidentiality and GDPR are maintained, aligned with your IT and your data protection officer.
Integrated into your existing systems, not another tool sitting alongside them.
We do not sell anything we have not built ourselves: our own AI apps in the App Store, a voice agent and fully automated client acquisition running in daily use in-house.
See all projects & referencesWe analyze your firm's workflows together with partners, specialists and the back office. A concrete list: what is worth it, what comes first, ranked by time spent and capacity gained.
We build the solution to fit DATEV, your DMS and your processes. A pilot in weeks, not months.
After go-live we stay on board. Monitoring, adjustments, training for your team.
Three to five days with partners, specialists and the back office. A clear list of the biggest levers.
One concrete use case (e.g. document processing) live in around 2 weeks.
Connected to DATEV and your DMS, no parallel files, no isolated solution.
Roll out further use cases from your priority list.
By the end you will know whether AI automation pays off for your tax firm, and if so, where the best place to start is.
We will get back to you within 24 hours.