AI for tax advisory firms
We help tax advisory firms use AI in client communication, financial statements and deadlines so that client work is handled faster and confidentiality is maintained.
Firms that want to look after more clients with limited staff must hand routine work to AI deliberately and leave responsibility with the qualified professional.
In numbers
Just over half
of tax advisory firms use AI regularly, in 2025 it was just under a third
7 in 10
firms feel overloaded, 21 % severely
40 %
are strongly or very strongly affected by the skills shortage
Sources: DATEV digitalisation survey, spring 2026 (in German). DATEV Seismograf, June 2026 (in German).
What firms are dealing with today
Five bottlenecks and where AI comes in.
Missing receipts
AI checks documents against your request list and writes the follow-up request for every client in one go.
Queries about tax assessments
AI explains tax assessments in plain language and lists the deadlines from every letter from the tax office.
Tight deadlines throughout the year
AI creates checklists for payroll, financial statements and disclosure for each client. Nothing is overlooked.
Knowledge in a few heads
New colleagues ask an assistant that knows your firm’s handbook. Experience stays in the firm as a checklist.
Obligations under the StBerG and the EU AI Act
We create the AI policy and AI inventory and check every tool against § 62a StBerG before client data goes into it.
Your challenge is not on the list?
In a free 30-minute AI conversation we clarify whether and how AI can help.
AI prepares, the qualified professional checks and decides.
What we do
From priorities to operations, relentlessly focused on impact.
AI Strategy & Consulting
We show where AI pays off in your firm. Together with you, we set the rules.
AI Design & Development
Assistants and AI agents that request receipts and analyse tax assessments. Your team approves.
AI Support & Evolution
We run your applications, measure their impact and train your team.
Formats for your firm
The right format for every role.
AI training for tax advisory firms
For firm management and qualified professionals: Confidentiality, data protection, review steps. With a certificate of attendance.
AI workshop for firm teams
Emails, documents and letters from the tax office, practised on tasks from your firm.
From idea to first application
An assistant with your firm’s knowledge, as a first draft in the workshop.
Our methods
Four building blocks we use to set up every AI project.
Open Model Stack
Technology-agnostic: The right model for each task, without being tied to one provider.
Value Map
Every task rated by value, effort and risk. The result is a clear order of priorities.
Build & Run
One team from strategy to operation. We also run our own software.
Human Gate
Anything that goes out or prepares decisions is checked by a person.
What professional rules require
§ 57 StBerG
Independent and conscientious
AI prepares, the qualified professional checks and decides. Responsibility stays with them.
§ 62a StBerG
Service providers
Client data only goes into tools with a contract in text form and a duty of confidentiality, plus a GDPR data processing agreement.
Article 4 EU AI Act
AI literacy
Training with a certificate of attendance supports the development of AI literacy across the whole team.
The Federal Chamber of Tax Advisers recommends internal rules for AI. Covered in detail in the guide on client data and § 62a StBerG.
Insight
Guide
AI in tax advisory firms: Where AI takes the load off the team
Which everyday tasks in a firm are suited to AI, where the limits are and where to start.
More industries
Frequently asked questions
Where do we start?
With the AI potential analysis. After one day you know where AI takes routine work off your firm’s hands and where to start.
What does lindenbrook offer tax advisory firms?
lindenbrook, based in Oberursel near Frankfurt am Main, supports tax advisory firms in using AI: with an AI workshop for firm teams, AI training for tax advisers on confidentiality, data protection and the AI Act in practice, an AI potential analysis and the development of your own AI applications, such as assistants for onboarding or client communication. On site in Frankfurt am Main and the Rhine-Main region, or online.
How can tax advisory firms use AI sensibly?
For drafting client emails, summarising letters from the tax office and Federal Ministry of Finance circulars, checklists and preliminary research. The professional review and the responsibility stay with the professional. lindenbrook supports firms with a practical workshop for the team, training for professionals and, if you wish, your own applications for client communication.
May client data go into AI tools?
Section 62a of the German Tax Advisers Act must be met: a carefully selected service provider, a written contract with a duty of confidentiality and access only as far as necessary. In addition, a data processing agreement under the GDPR is required. If the use serves a single client engagement directly, section 62a also requires the client’s consent. The Federal Chamber of Tax Advisers recommends obtaining it before sensitive input. Private AI accounts are not permitted for firm work. Otherwise only anonymised data belongs in an AI tool. According to the guidance of the AI forum, pseudonymisation is not enough. The Federal Chamber of Tax Advisers recommends providers with data centres in the EU. The legal assessment of the individual case is made by your firm. Sources: German Tax Advisers Act, s. 62a , GDPR, Art. 28 , Federal Chamber of Tax Advisers, AI FAQ (January 2026) , AI forum guidance (July 2026)
What do the chambers say about using AI?
The Federal Chamber of Tax Advisers sees AI as an amplifier, not a replacement for tax expertise. Responsibility stays with the professional, and AI results must be checked. It recommends internal rules for AI (FAQ, January 2026). There is also guidance for the cross-chamber AI forum (as of July 2026). It is not a binding position of the chambers. Sources: Federal Chamber of Tax Advisers, AI FAQ (January 2026) , AI forum guidance (July 2026)
Does AI training count towards the duty to undertake further training?
Tax advisers must undertake further training under section 57 (2a) of the German Tax Advisers Act. There is no required number of hours for general training. According to the Federal Chamber of Tax Advisers, competent use of AI is part of it. For specialist advisers, only events in their specialist field count, at least ten hours a year (section 9 of the Specialist Adviser Regulations). Sources: German Tax Advisers Act, s. 57 , Federal Chamber of Tax Advisers, AI FAQ (January 2026) , Specialist Adviser Regulations, s. 9
May an AI assistant advise clients?
Not on its own. Only authorised persons, such as tax advisers, may provide assistance in tax matters (sections 2 and 3 of the German Tax Advisers Act). Responsibility stays with the professional. A firm’s assistant informs, collects documents and prepares meetings. It identifies itself as AI, gives no binding advice on individual cases and hands over to a person as soon as a technical question arises. Sources: German Tax Advisers Act, s. 2 , German Tax Advisers Act, s. 3 , AI forum guidance (July 2026)
Does our firm have to provide AI training?
Anyone using AI must take measures under Article 4 of the AI Act that support the development of AI literacy among their staff. This also applies to people working with AI on the firm’s behalf. Since the amendment in summer 2026, no particular level is prescribed; type and scope depend on role and risk. Training with a certificate of attendance is an obvious, well-documented measure. Sources: European Commission: AI literacy, questions and answers
How does this fit with what chambers, associations and DATEV offer?
It complements them. They offer forums, webinars and prompting courses. lindenbrook works with tasks from your firm, drafts your AI policy with you and develops your own applications, for example for client letters or collecting documents.
Do you offer AI training for firms in the Rhine-Main region?
Yes. lindenbrook is based in Oberursel in the Taunus and comes to firms in Frankfurt am Main, Wiesbaden, Mainz, Darmstadt, Offenbach, Hanau and Bad Homburg. Outside the region, workshops and training take place on site by arrangement or online.
Who is this for?
For tax advisory firms of every size and legal form, from sole practitioners to larger firms. Also for firms that combine tax advice with auditing or legal advice. lindenbrook works across Germany and is based in Oberursel near Frankfurt am Main.