AI agents to assist in tax consultancy firms
The right AI agents for you –tailored to your needs and 100% compliant with data protection regulations
You should read on if you
- want to increase value creation within your company despite the skills shortage
- believe that AI should be more than just copy-and-paste from chat windows
- wish to provide your employees with one or more AI assistants
Executive Summary
The central AI agent platform for your tax consultancy. Integrate AI agents directly into your firm’s processes and let all staff benefit from the power of AI.
- Enterprise-ready – artificial intelligence designed with the user in mind; a roles and permissions system ensures data access protection, whilst ‘human-in-the-loop’ ensures full control.
- Combine the power of GenAI with clear process guidelines: our AI agents stand out thanks to the unique combination of deterministically defined workflows with the capabilities of generative AI – such as context, text and image understanding.
- Local AI made in Germany makes it possible: data protection is guaranteed! – You retain full control over your data and your customers’ data – at all times.
Have these points convinced you? Or do you still have questions? Then please get in touch with us. We’d be happy to provide answers to your questions and/or present our AI solutions to you – with absolutely no obligation.
Potential AI agents for your tax consultancy team
The following selection of potential AI agents is intended to serve as inspiration. These agents can assist your tax clerks or support your work. The selection shown here is merely a suggestion and does not begin to cover the countless possibilities available to you with the cognitive AI EMMA and the AIMAX® AI agent platform. There are no limits to your imagination and your commitment to digitalisation.
- Create, use and combine any number of AI agents
- Customise the AI agents to suit your needs and existing workflows with complete flexibility
- Deterministic reliability combined with generative context understanding and creativity – the perfect combination
Our AI agents integrate seamlessly into your processes, give you full control via human-in-the-loop, and can operate 100% locally on-premises if desired.
Alessio Accounto:
Your accounting specialist
Would automating tasks in bookkeeping, accounting or even the preparation of annual accounts in DATEV save you a lot of time?
Then this AI agent is your friendly helper. Its areas of expertise include:
- DATEV
- Dunning
- Invoice verification
- Quotation and invoice creation
Sandro Supporto:
The Supporter
Are your clients bombarding you with the same questions over and over again – for example, as part of the switch to DATEV’s digital practice? But are client relationships important to you, and is excellent support a prerequisite for this? Then you should put your trust in this AI agent. Its areas of expertise include:
- Handling customer enquiries
- Generating suggested replies
- Responding to client enquiries independently
- Managing Frequently Asked Questions (FAQs)
No time for automation?
Are you swamped with day-to-day business?
In the day-to-day running of a law firm, there is rarely any spare time for projects outside of day-to-day operations. That is why we often hear requests for our automation experts to implement the initial AI agents.
We are, of course, happy to implement the AI agents you require, tailored to your specific requirements and needs.
Once the initial automations are up and running and have freed up time, training on how to implement further AI agents independently is also possible at any time in the future.
The AI infrastructure solution
for greater productivity!
Contact us now.
AIMAX Business Solutions combines outstanding software made in Germany with first-class service. With unique AI systems designed with the user in mind, we unlock new potential within your business.
The key feature: 100% data security and GDPR compliance thanks to local AI.
Our AI agents will do exactly as you say
We are often asked whether our AI agents work reliably and whether they can be trusted.
The unique combination of deterministic processes with the flexibility and creative capabilities of generative AI agents opens up virtually limitless possibilities for application. Our solutions are already in use across a wide range of sectors – from banking and aviation to local government.
You alone decide where your instructions should be strictly followed step by step and where creative, solution-oriented action is required.
Missing interfaces are also no obstacle: seamless integration with the RPA solution EMMA creates a powerful platform for handling complex tasks. In this way, AIMAX® AI agents become accessible for any legacy systems and older applications, as well as for websites and web applications. This allows data to be read and actions to be triggered without the need for direct interfaces.
The combination of AIMAX® and EMMA paves the way for you into the world of hyper-automation.
The figures speak for themselves
When our AI solutions are deployed, the following results are achieved on average:A sevenfold
increase in productivity per employee
+98%
improvement in quality and resilience
Average of 2 days’
automation effort per process
Your data is in safe hands
Your data and that of your customers is our most valuable asset. For this reason, our solutions have been developed from the outset with data security in mind and can be operated entirely locally on-premises. This ensures that data remains within your jurisdiction and is therefore not at risk of being disclosed to foreign institutions or authorities.
Our solutions pose no problem, particularly in business-critical areas or when processing trade secrets and confidential content. The processing of personal data within the meaning of the General Data Protection Regulation (GDPR) and use by professionals bound by professional secrecy (such as in the tax consultancy sector) are also unproblematic and can be approved by data protection officers.
AIMAX® also adheres to the principle of data minimisation and, depending on the context, selects only those data fragments necessary to process a specific query. This ensures that only the necessary information is processed, further enhancing data security.
From the outset, we have deliberately opted against automated pseudonymisation, as it is not possible to automatically detect all personal data in its entirety. This realisation led us to rely on local AI solutions in order to guarantee 100% data protection and data security. The increasing capabilities of AI also make it easier to reverse pseudonymisation, which further confirms our decision.
You can therefore rely on the performance of our solutions, whilst your data is managed securely and in compliance with the GDPR – without compromising on security.
“The specific challenges faced by professionals bound by professional secrecy – such as tax advisers – reinforce our commitment to 100% data security.
So please feel free to put our AIMAX® AI agents to the test in the demanding day-to-day reality of a law firm.”
