AI for Tax Advisors & Auditors
AI for Tax Advisors —
Compliance-Compliant Automation for Austrian Firms
Tax advisory firms handle highly sensitive data under strict professional secrecy. AI can dramatically reduce routine work — but only with tools that respect GDPR, professional secrecy, and Austrian law. We build AI solutions for tax advisors that are compliant from the start.
GDPR & Professional Secrecy — Our non-negotiable.
Client data of tax advisors falls under the strictest confidentiality obligations in Austrian law. Before recommending any AI tool, we check: Is there a data processing agreement (DPA)? Where are the servers? Is local processing technically possible? We never recommend tools that send client data to US cloud services without a compliant DPA.
Local models
For maximum data control: AI models run entirely on your server infrastructure. No data leaves your firm.
EU cloud with DPA
EU-hosted solutions with concluded data processing agreements — GDPR-compliant and auditable.
Documentation
We document all tools, data flows, and legal bases for your GDPR record of processing activities.
AI Use Cases for Tax Advisory
Four automations — compliant, measurable, practical.
Automatic document capture & categorisation
OCR + AI — hours of work in minutes
Incoming documents (PDF, photo, email) are automatically read, categorised, and assigned to the correct booking accounts. Integration with DATEV, BMD, or other firm software. Error rate drops, processing speed increases significantly.
Client communication drafts
Reminders, standard requests, replies
AI creates drafts for frequent client communication: deadline reminders, document requests, standard replies to routine questions. You review and personalise in seconds. Less typing, more time for complex advisory work.
Deadline management & automatic reminders
No more missed deadlines
Tax deadlines (VAT returns, annual declarations, corporate tax) are automatically recorded and prioritised. Client-specific reminders are automatically sent — internally and externally. Escalation rules for missing responses.
AI-assisted research (tax law & BMF decrees)
Current legal position in seconds
Search current BMF decrees, UFS findings, and EStG commentaries in natural language. AI summarises relevant references and highlights contradictions. No manual browsing through paragraphs.
Packages
Three ways to start — pick the right depth.
Digitisation Check
Half-day analysis of your firm's processes. Written report with GDPR-compliant AI tool recommendations and implementation priorities.
- Process inventory (½ day)
- GDPR tool assessment
- Top 3 automation priorities
- DPA requirements checklist
- Investment & savings estimate
Process Automation
Implementation of 1–2 GDPR-compliant core automations for your firm. From document capture to deadline management — all with DPA documentation.
- Setup of 1–2 automations
- DATEV / BMD integration
- DPA documentation included
- Team training (½ day)
- GDPR record of processing update
- 4 weeks post-launch support
Ongoing Support
Monthly advisory and technical support — including updates when AI tools change their DPA terms, new compliance requirements, and continuous optimisation.
- Dedicated advisor
- Monthly 1h check-in call
- DPA change monitoring
- Compliance update notifications
- Cancel anytime after 3 months
FAQ
Frequently asked questions.
Am I allowed as a tax advisor to use AI tools like ChatGPT or Claude?
Yes, but with the right configuration. For client data you need a data processing agreement (DPA) with the provider. OpenAI and Anthropic offer enterprise variants with DPA. Even safer: local models (e.g. llama.cpp or self-hosted Mistral) that do not transmit data to external servers. We advise you which variant suits your firm's profile.
Which AI tools can tax advisors use in a GDPR-compliant way?
GDPR-compliant tools include those with EU server locations or concluded DPA: Microsoft 365 Copilot (EU data centre, DPA available), DATEV AI (German servers), local language models on your own server, and cloud tools with EU data processing and DPA. We help with setup and GDPR documentation for your firm.
How does automatic document capture work — and what happens to client data?
Documents are fed in via scan, photo, or email attachment. OCR reads the data, AI categorises and assigns them to the correct booking accounts. Depending on the security level, this runs on EU servers with DPA or completely locally on your firm's infrastructure. In the local variant, client data never leaves your servers.
What does introducing AI in a tax advisory firm cost?
The entry point is our Digitisation Check for €690 — a half-day analysis of your firm's processes with recommendations for GDPR-compliant AI tools and implementation priorities. For concrete implementation — e.g. automatic document processing or deadline management — we start at €2,490. Tax advisory firms can deduct the investment as a business expense.
