Client questions from the file
“What did we agree in 2024 about the depreciation of the farm shop?” The answer comes from file, correspondence and notices, with a source.
For tax practices · tax advisor AI
AI for the practice. Without giving client data out of your hands.
Client data demands special confidentiality. That is exactly why AI stays out of many practices. With local AI both work: the file is queried, but no client file goes to an AI provider.
What the tax advisor AI takes over
Less searching, less chasing.
Incoming receipts and missing documents
Incoming receipts are sorted, gaps recognised and reminders to clients prepared as drafts.
Deadlines in view
Advance returns, objections and filing dates are recognised from the documents and displayed. The professional review stays with the practice.
Letters and summaries
Statements, client letters and summaries of long notices as drafts, in the tone of the practice.
Lawyers and notaries
Query files, pleadings and your own case-law collection without documents going to an AI provider: “Where did we argue limitation in similar cases?”
Confidentiality: we also regulate access rights and secrecy for setup and maintenance. Your existing practice software stays, the AI works alongside it.
Less searching, less chasing
Client questions, incoming receipts and deadlines from your own files, without client data going to an AI provider.
Use cases
Before and after.
Three examples from daily work. We give time figures only with our own measured values.
Answering a client question
BeforeSearching file, mails and notices one by one.
AfterA question in plain sentences, answer with source.
Incoming receipts
BeforeMissing receipts are noticed only at filing.
AfterGaps are recognised, reminders are ready as drafts.
Deadlines
BeforeDeadlines are scattered across many letters.
AfterDates are recognised from the documents and displayed.
File, receipt, deadline
The AI delivers drafts and sources, the professional review stays with you.
Security and documentsLegal
What to keep in mind.
Professional secrecy (section 203 of the German Criminal Code): with local operation the files stay in the house. If you also use a cloud AI, only the checked shadow copy goes out. How this is classified legally we clarify with you and your legal advisers before the start. Draft, to be reviewed by a lawyer.
Questions
Answered briefly.
Do client files go to an AI provider?
Not with local operation. With the Pseudomizer only a checked shadow copy goes out, the original stays with you.
Does the AI replace the professional review?
No. The professional review stays with the practice, the AI delivers drafts and sources.
Do our practice programs stay?
Yes. Your existing practice programs stay, the AI works alongside.
Questions from your daily work
Questions from daily practice
This is how you ask the AI. The answer comes from your documents, with a source.
- What did we agree with the client in 2024 about the depreciation of the farm shop?
- Which receipts are still missing for the third-quarter advance return of client Schulz?
- Can you summarise this notice in plain words and state the objection deadline?
- Which clients have not yet sent their documents for the annual accounts?
- Can you draft a reminder to the client about the missing bank statements?
Example questions, no promise for your documents.
Getting started
How to start in your practice
01
Choose documents
You choose one or two clients with a manageable file: correspondence, notices and incoming receipts. Everything else stays out for now.
02
Test run with your own documents
You ask questions whose answers you know and have a receipt reminder prepared as a draft. You check answers and sources and decide whether this is good enough for daily work.
03
Brief the team
We show the team how to ask, how to check and approve drafts and where deadlines are displayed. We agree access rights together.
Frequently asked questions
Answered briefly and honestly.
Does client data go to an AI provider?
Not with local operation. With the Pseudomizer only a checked shadow copy goes out and the original stays with you. Regarding professional secrecy under section 203 of the German Criminal Code, we clarify the classification beforehand with you and your legal advisers.
Does the AI replace the professional review?
No. The AI delivers drafts and sources. The professional review and approval stay with the practice.
Does the AI guess when it recognises deadlines?
It reads deadlines from your documents and displays them with a source. It cannot recognise what is not in the documents. Your own deadline control therefore stays in place.
Do our practice programs stay?
Yes. Your existing programs stay, the AI works alongside them.
Does the AI send reminders to clients by itself?
No. Reminders and letters are ready as drafts. You read, change and approve them.
Use cloud AI safely
Check chain for your industry.
If you also want to use large cloud AIs, the Pseudomizer creates a shadow copy of your documents and replaces, for example: clients, case numbers, bank details, addresses. A subject-specific check chain checks every job before sending. If anything is found, nothing goes out. Leak rate at the exit: 0.00 %. Guards, judge stage and healing work together.
Become a partner
You know your industry. We bring the local AI.
AI only helps if it fits the daily work of an industry. That is why we do not build industry solutions alone, but with partners who know that daily work.
We are looking for: tax advisors and tax practices who know how their work runs.
What you bring
- You know the daily work of the industry and where time is lost.
- You have the trust of your customers or colleagues.
- You tell us what is really needed in practice.
What we bring
- The local AI: your documents stay in the house.
- Setup, connecting the documents and training.
- Support and joint further development with you.
01
Get to know each other
A short conversation: what does your industry need?
02
Joint pilot
We test with a real business and its own documents.
03
Offer it together
We agree the terms in conversation.
Bring us your biggest annoyance.
One conversation, one real task from your daily work. We use it to show what AI and automation can do for you.