Use Cases · Tax advisory firms
AI agents for tax advisory firms. Fewer queries. More expert work.
Requesting receipts, onboarding clients, checking documents against the prior year, answering enquiries, filing official mail: in these processes an AI agent takes over the routine. The expert work stays with your advisers.
01Missing receipts
Missing receipts? The AI requests them.
Request missing receipts automatically
- InputAccounting
- AI agent
- OutputReceipt reminder
Starting point
Every month the same thing: receipts are missing, and your staff chase clients for them.
What the agent does
Our AI detects which receipts are missing, assigns them to the right client and requests them automatically.
Outcome
Less email ping-pong and less manual follow-up.
02Client onboarding
New client. Onboarding under way.
Client onboarding as a guided process
- InputNew client
- AI agent
- OutputComplete client file
Starting point
With every new client you request the same information and documents, and then chase them.
What the agent does
The onboarding agent handles the communication, requests master data, powers of attorney and the documents for identification under the German Anti-Money Laundering Act (GwG), checks what has arrived and sends reminders for anything missing.
Outcome
A manual onboarding becomes a guided, automated process.
03Prior-year comparison
Complete documents from day one.
Check tax documents against the prior year
- InputDocuments Prior year
- AI agent
- OutputFollow-up request
Starting point
Often it only becomes clear while preparing the income tax return that something is missing. Then the follow-up rounds begin.
What the agent does
The AI compares the submitted documents with the prior year, detects what is missing or has changed (such as children, property, investment income) and requests it specifically from the client.
Outcome
Work starts with complete documents.
04Client enquiries
Fewer queries. More expert work.
Answer client enquiries automatically
- InputClient email
- AI agent
- OutputAnswer Handover
Starting point
“What is the status?” “Which documents do you still need?” Every one of these client enquiries interrupts expert work.
What the agent does
Our firm agent answers standard questions from your knowledge base and the processing status, requests anything missing and forwards technical questions with a summary to the responsible adviser.
Outcome
Your advisers only answer the questions that need expertise.
05Official mail
Official mail reaches the person responsible.
Assign late submissions and official mail automatically
- InputPost Upload
- AI agent
- OutputClient file Task
Starting point
Assessment notices, letters from the tax office, contracts and payroll documents arrive by email, post and upload, outside the receipt flow.
What the agent does
The AI reads every document, identifies client, type and deadline, files it to the right client file and creates a task for the responsible member of staff.
Outcome
Documents go straight to the person responsible, and deadlines from official mail are visible immediately.
Approach
From use case to controlled agent.
A use case is a starting point, not an off-the-shelf solution. Whether and how it holds up in your organisation is decided by the process, its data, interfaces and responsibilities, not by the model.
Assess
The AI Discovery & Process Design Assessment examines whether and under which conditions your process is suited to an AI agent. A prior assessment is not mandatory.
Implement
One department. One process. One agent. One connection. Go-live happens only on your decision.
Control
Control before execution, not logging afterwards. Approvals, permissions and evidence are part of the architecture.
Model-neutral
The choice of model follows your process and your requirements, not a vendor: Anthropic, OpenAI, Microsoft, Google, Mistral, on-premises open-source models.
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Which process in your organisation suits an agent?
In the initial consultation we clarify which use case fits your process and what a secure implementation requires.
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