For tax firms
The hours you can no longer hire
Only 23 percent of German tax firms managed to fill all their open positions, and in sole-practitioner firms 59 percent of openings stay vacant (BStBK STAX 2024). The missing hours will not come from the job market. They come from work nobody should still do by hand.
30 minutes, no obligation. German or English.
23%
of firms that hired in the last two years filled all open positions
BStBK STAX 2024
83%
of firms name recruiting as their single biggest challenge
SWI Finance 2025, for Handelsblatt
76%
of Austrian firms name automating routine work as their answer to the shortage
Austrian industry survey, 2024
The gap
DATEV and BMD automate the bookkeeping. Nobody automates the rest.
Posting suggestions and legal research are covered by your existing software. What still eats your team's hours sits around it: the inbox, the chasing, the deadlines, the same client questions every week. That is what we build.
Document chasing that runs itself
The system spots which client documents are missing, writes the reminder in your firm's tone, follows up on schedule and escalates to a human before a deadline is at risk. Works alongside DATEV Unternehmen Online and BMD Go, not instead of them.
Inbox triage and drafted replies
Incoming client mail is sorted by mandate and urgency, routine questions get a drafted answer from your firm's own knowledge, and your staff approve or edit before anything leaves the house. Draft plus sign-off, always.
Deadline and quota monitoring
A weekly status across all mandates: what is due, what is stuck and who was reminded. In Austria this includes pacing against the monthly filing quotas of the Quotenregelung, where falling behind in autumn means pain in March.
A knowledge assistant for the firm
Your templates, precedents and internal guidance, searchable in plain language on EU-hosted infrastructure. New staff find the firm's answer instead of asking the one senior who knows, and sources are cited so everything can be checked.
Professional law first
Built around professional secrecy, not around it
Tax firms cannot use AI the way other businesses do, and any provider who does not open with that is a risk. Our setup mirrors the checklist the German chamber of tax advisors published in its January 2026 AI guidance.
EU hosting or on-premise
Client data is processed on EU infrastructure, or on your own servers where the mandate demands it. No US-only model providers in the data path.
Confidentiality in the contract
A data processing agreement plus a written confidentiality commitment in line with § 62a of the German Tax Advisory Act, and the professional secrecy duty of § 80 WTBG for Austrian firms, signed before any access to data.
Your data trains nothing
Model providers are configured so client data is not used for training. What flows through the system stays your firm's asset.
The advisor decides
Reserved professional tasks stay with the professional, as § 33 of the German Tax Advisory Act requires. Our systems prepare, draft and remind. They do not sign, advise or file.
How it starts
Same engagement, firm-specific scope
Intro call
Free
30 minutes on your firm's bottlenecks. About a third of these calls end with the advice that AI is not the right tool yet.
Process audit
from €2,500 · credited to the implementation
We map where the hours actually go, from document intake to deadline board, and rank the use cases by payback. You get a shortlist with expected effort, not a slide deck.
Implementation
Fixed fee, named in your proposal
One process at a time, live in your daily business in 2 to 4 weeks, with your team trained and a sign-off step wherever client data leaves a draft.
Fair questions
What tax firms ask us first
Does this replace staff?
No, and that is not the goal. The numbers above say you cannot hire the hours you need; automation gives some of them back. Firms use the recovered time for advisory work that bills better than chasing receipts.
We run DATEV or BMD. Does this replace it?
No. Your practice software stays the system of record. We automate the work around it: what arrives by mail, what is missing, what is due, what clients keep asking. Where interfaces exist, we use them.
May client data go into an AI system at all?
Only under conditions, and that is the point of our setup: EU hosting, a data processing agreement plus confidentiality commitment consistent with § 62a of the German Tax Advisory Act and § 80 WTBG in Austria, no training use, and a human sign-off before anything reaches a client. Without those conditions the honest answer would be no.
What does it cost?
The audit starts at €2,500 and is credited in full against the implementation. Implementations are fixed-fee. For market context, we published what AI automation actually costs, with sources, on our blog. Read the article with all market prices.
Talk to us before busy season does
A 30-minute call is enough to tell whether your firm has an automation case. If it does not, we say so.