Automation for tax firms.
Receipts, client enquiries, deadlines and documents: we automate the routine in your firm, so your team has more time for advice. GDPR-compliant, on servers in Germany.
Where time is lost in day-to-day work.
Most businesses know exactly which tasks are a nuisance. What is missing is the time to solve them differently. That is exactly where we come in: with workflows that run in the background and noticeably relieve your team.
- Clients send receipts by e-mail, as photos or on paper, and someone has to sort everything.
- Missing documents are requested one by one by e-mail and phone.
- The same questions from clients come up again and again.
- Deadlines and appointments are maintained in several lists.
- Skilled staff are scarce, and routine ties up exactly the people who should be advising.
Typical workflows for tax firms
Examples from practice. Which of them pay off first for you, we clarify in the free check.
- Inbox
- n8n + AI
- Storage
Collect receipts automatically
Receipts from the inbox, upload form or scan are recognised, named, assigned to the right client and made available for further processing.
- Checklist
- n8n
Document reminders to clients
If documents are still missing for the monthly close or the tax return, clients automatically receive a friendly reminder with an upload link.
- Inbox
- AI
- Owner
Pre-sort client enquiries
Incoming enquiries are identified by topic and urgency and assigned to the right person. On request, with an AI-drafted reply for review.
- Form
- n8n
- Tasks
Onboard new clients
From the contact form through data capture to the checklist for the team: new client intake runs in a structured and complete way.
- Deadlines
- n8n
- Calendar
Keep deadlines and appointments in view
Deadlines from various sources land in one calendar, with reminders for team and clients.
- E-invoice
- Check
- Handover
Check and forward e-invoices
Incoming e-invoices are read, checked for mandatory details and forwarded in readable form, for your own firm and as a service for clients.
We work with your systems.
We connect what you already use: your inbox, Microsoft 365 or Google Workspace, upload portals and your firm’s software, as long as it offers interfaces. For handover to DATEV we use the intended routes, such as the receipt transfer.
The technical foundation is usually n8n on servers in Germany. This keeps your data under control, and there are no per-execution fees.
Matching workflows from the library
- Inbox
- n8n
- Storage
- Accounting
File receipts automatically from your inbox
Incoming invoices reach accounting without any searching.
- Inbox
- AI
- Rules
- Team
Sort service enquiries automatically
Every email reaches the right team, urgent ones first.
- Inbox
- Knowledge base
- AI
- Human
AI reply drafts for customer enquiries
The reply is already written; you just review it.
Matching guides
E-invoice: what companies can automate now
The deadlines of the e-invoice obligation, and how receiving, checking and sending run automatically.
ReadGuide · 7 minUsing ChatGPT in a company in compliance with data protection
Which versions are suitable for business use, which data is off limits and what your data protection officer should check.
ReadFAQ
Is this compatible with the duty of confidentiality?
Yes, if it is implemented properly. We rely on servers in Germany or your own infrastructure, conclude a data processing agreement and document every workflow so that you can stand behind it towards the professional chamber and clients.
Do you replace our firm’s software?
No. We connect your existing systems and automate the steps in between, for example from the inbox to filing.
Where should tax firms start?
Usually with collecting receipts or reminders for missing documents. Both save noticeable time straight away and are quick to implement.
Automation for other industries
Manufacturing & engineering
Service, spare parts, trade fair contacts, maintenance and documentation.
Property management
Damage reports, tradespeople, enquiries and meetings.
Car dealerships
Leads from vehicle marketplaces, test drives, workshop and reviews.
Trades businesses
Enquiries, quotes, reports from the phone and invoices.
Public administration & education
Citizen enquiries, applications, committee support and e-invoice.
