Tax advisory firms
What tax advisory firms need to consider when using AI and where AI eases the workload across the firm’s year.
Key points
For firm leadership and firm teams.
AI in tax advisory firms: what is permitted with client data
Client data belongs only in tools covered by a contract under § 62a StBerG and, where personal data is involved, by a data processing agreement under the GDPR.
Where AI eases the workload in a tax advisory firm
AI writes drafts, sorts and summarises, while the professional review stays with the qualified tax adviser.
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AI in tax advisory firms: what is permitted with client data
Which confidentiality and data protection requirements apply and which tasks are possible without client data.
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Where AI eases the workload in a tax advisory firm
From draft requests for missing receipts to a deadline list as a cross-check against the deadline register.
ReadAI for tax advisory firmsAI workshop for firm teams, training for qualified tax advisers and your AI policy, drafted together
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