AI for 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.

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.

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)

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)

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

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)

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

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.

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.

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.