Finance
Fewer follow-ups.More time for advisory work.Fewerfollow-ups.More advisory time.
AI agents for tax firms: extract documents automatically, pre-sort client mail and track deadlines. Client portal and DATEV integration are part of the delivery.
- Documents automatedincluded
- Deadlines trackedincluded
- Privacy planned inincluded
- Extract and pre-assign documents automatically
- Pre-sort client mail
- Track deadlines and appointments
- Client portal and DATEV integration
Problem
The firm works while the client asks again.
Tax firms do not lose time on the professional work, but on documents that are missing and questions that repeat every quarter.
- Documents arrive incomplete
- Records arrive as photos, mail attachments and paper, often without assignment and usually shortly before the deadline.
- The same questions every quarter
- Deadlines, required details and responsibilities get explained again and again across clients.
- Deadlines depend on individuals
- Who is watching which deadline is rarely in the system, but in the head of the responsible person.
Agents
Which agents carry weight in a tax firm.
In a firm, verifiability counts more than speed. That is why the agents prepare and do not decide.
Extract and pre-assign documents
Invoices and records are captured in a structured way, checked against master data and submitted as a proposal, never as a booked entry.
See company knowledge agentPre-sort client mail
Document submissions, questions and authority mail are recognized, assigned to the engagement and handed over with required details.
See inbox agentMake firm knowledge findable
Internal procedures, templates and engagement standards are answered with a source reference instead of being searched for in folders.
See knowledge agentTrack deadlines and appointments
Appointments, reminders and follow-ups for missing documents run as one flow with clear approvals.
See scheduling agentAudience
Built for firms with recurring deadlines and client follow-ups.
Tax advisors
Tax firms and advisory practices
- Service portfolio
- Client portal
- Document upload
- Appointment booking
- Tax calendar
Auditors
Audit firms
- Service overview
- Client portal
- Secure document handling
- Project tracking
- Team presentation
Trust
What must never happen automatically in a tax firm.
Tax advice is bound by professional regulation. An agent that advises instead of preparing is not an efficiency gain but a liability problem.
- No tax advice
- The agent prepares and assigns. Every professional statement stays with the advising person.
- No posting without approval
- Account assignment and posting proposals are submitted, not executed.
- Engagement separation implemented technically
- Engagements stay separate. Access follows responsibility, not convenience.
Delivery
From the document bottleneck to a relieved firm.
We do not start with the entire firm at once. We take the point where the most time is lost today, usually documents or client mail, and make it demonstrably better. Client portal and DATEV integration plug into the same process.
- 01
Set up a client portal
Secure login for documents, questions and deadlines instead of email attachments piling up.
- 02
Secure document upload
Implement encrypted uploads for receipts and files with a documented privacy concept.
- 03
Check the DATEV interface
Where it makes sense, pull documents straight into DATEV, scope clarified before the build.
- 04
Integrate a tax calendar
Make deadlines and appointments visible instead of follow-up calls.
- 05
Connect directory listings
Findability in tax-advisor directories and local Google search.
- 06
Operations through tax season
A named contact who keeps an eye on the portal and DATEV connection, especially during deadline crunch periods.
FAQ
Questions before the first call.
- What does AI cost for a tax firm?
- Entry runs through the AI workshop from 500 €, where we work through bottleneck, effort and value concretely. The pilot scope then depends on whether we start with document capture, client mail or deadline tracking.
- Is the implementation GDPR-ready?
- We prepare privacy requirements per project: purpose limitation, access rights and retention are defined before building, not added afterwards.
- Can DATEV be connected?
- Yes. DATEV interfaces can be integrated so documents are pulled in directly. Scope and effort are clarified before build.
- Do we still need a client portal?
- Yes, it stays part of the delivery: a secure login for documents, questions and deadlines instead of email attachments in the inbox.
Related
Documents, client mail and portal on one process.
A document agent extracts receipts, a client portal receives them securely. Both tap into the same process so nothing is maintained twice.
Price calculator
Price calculator
Choose package and modules. We clarify content, detail pages, integrations and ongoing costs in the consulting call.
Choose a base package
Starter, Professional or Premium with clear page limits
Add modules
Only what the process really needs
Content, page structure and detail pages
Copy, content migration and scalable detail pages.
Emotion and Interactivity
Patient Experience Modules
Reach, Trust and Digital Positioning
Visibility and Trust Modules
Technology, Privacy and Security
Technical and Security Modules
Additional Features
Integrations, trust and conversion.
Reading
Related articles from the blog.
Practical guides that explain the same processes before you start a pilot.
AI Assistant for Tax Advisory Firms
AI assistant for tax advisory firms: email classification, deadline tracking and client requests. With clear limits on confidentiality and legal advice.
AI Phone Agent for Professional Services
AI phone agent for law firms, agencies and consultancies: call types, required fields, baseline and pilot brief. With stop rules for sensitive cases.
AI scheduling agent: fewer no-shows, clearer calendars
AI scheduling agent with a worked example: separate no-shows from late cancels, measure baseline, reminders with cancel links, and when an agent is needed.
Finance
Start with the process, not with a template.
AI agents for tax firms: extract documents automatically, pre-sort client mail and track deadlines. Client portal and DATEV integration are part of the delivery.
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