AI training for tax advisory firms
Tax advisers and firm management use AI safely, check results and protect client data.
- Duration
- Half a day
- Location
- On site or online
- Language
- German or English
- Result
- Certificate of attendance for each person
Starting point
According to the German Federal Chamber of Tax Advisers, competent use of AI is part of the professional development of tax advisers. The training combines the basics, confidentiality, data protection and the EU AI Act.
What you achieve
Review steps for AI answers in tax advice
A checklist for assessing tools for client data
A draft of your firm’s AI policy
A certificate of attendance for each person
Our approach
Four steps in half a day.
- 01
How AI works
Strengths, limits and spotting invented sources
- 02
Confidentiality and data protection in practice
What chambers and associations recommend, assessing tools, a checklist for your firm
- 03
AI Act
AI literacy under Article 4, labelling under Article 50
- 04
Rules for your firm
Tools, data, review steps and responsibility
Who it is for
Tax advisers
Firm management and partners
Professionals in firms with auditing or legal advice
Is this right for your team? Request the training without obligation.
Request trainingFrequently asked questions
What do tax advisers learn in the AI training?
In four parts: how AI works and where it invents sources, what chambers and associations recommend on confidentiality and data protection, what the AI Act regulates and which rules should apply in your firm.
May client data go into AI tools?
Only if section 62a of the German Tax Advisers Act is met and a GDPR data processing agreement is in place. Private AI accounts are not permitted for firm work. In the training we show how to assess tools on that basis. The legal assessment of the individual case is made by your firm.
Does the 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. 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.
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. Type and scope depend on role and risk. Training with a certificate of attendance is an obvious measure.
Is there proof of attendance?
Yes. Each person receives a certificate of attendance with date and content. It documents the measures taken in your firm.
Does the training take place on site or online?
Both are possible, on site in your firm in Frankfurt am Main and the Rhine-Main region, or online. lindenbrook is based in Oberursel near Frankfurt am Main.
In which language does the training take place?
In German or English, depending on what suits your team.
What does the training cost?
Prices are not on the website. When you ask, we give you the order of magnitude, and the offer then states a fixed price.