Examples / Tax advisors

Example · Tax advisory firm

More time for advice: AI in a tax advisory firm

The bottleneck in most firms is people, not clients. AI takes over the routine around receipts, documents and correspondence – inside the firm, under professional secrecy.

The starting point

Where time is lost today

Chasing documents

Every month the same reminders: missing receipts, bank statements, signed forms. It costs hours and nobody enjoys it.

The phone never stops

Appointment requests, status questions and "did you get my email?" interrupt concentrated work all day.

Deadlines pile up

Assessment notices must be checked against the return within the objection period – on top of the daily work.

How AI helps

Example: an assessment notice arrives

The highlighted steps are done by the AI. The last word stays with a person.

Notice arrivesBy post scan or electronically

Orchestratorruns the task step by step

↕

AI gateway

One AI

AI reads itRecognises client, tax type and year

AI comparesNotice against the filed return; differences are marked

AI draftsShort memo and, if needed, a draft objection

A person decidesThe advisor checks, corrects and signs off

More tasks the AI can take over

Four starting points

Phone & client intake

An AI voice agent answers calls, books appointments, takes messages and hands over to an agent with a summary.

Receipts & bookkeeping

Incoming receipts are read, sorted and pre-assigned; unclear cases go to a member of staff.

Collecting client documents

The AI knows what is missing for each client, sends friendly reminders and ticks off what arrives.

Research & letters

Questions on tax law answered with sources; client letters drafted in the firm's style.

Works with the software already in use

DATEVMicrosoft 365 / OutlookDocument management (DMS)PBXClient portal

How would this look in a specific case? 20 minutes, without obligation.

Discuss a use case

Security

What remains under the user's control

Client data stays inside the firm – on-premise AI or EU hosting
Designed with professional secrecy (§ 203 StGB) and GDPR in mind
Every draft is signed off by a qualified person
Each employee sees only their own clients
Every step is logged and traceable
Staff training on AI literacy (EU AI Act, Art. 4)

How the protection works, in pictures

Other professions

More examples

Example scenario

Contact

Your AI. Your data. In the EU.

Discuss a use case with us

20 minutes, without obligation: the situation is described, and we say what AI can realistically do, and what it cannot.

Open the form

Email: contact@ingnetworks.com
Phone: +49 1515 3851511
Address: Ingenious Networks GmbH
Eisenacher Straße 6
10777 Berlin, Germany