AI for Tax Advisors

AI for Tax Advisors: client service, scheduling and administrative relief.

approx. 80% · Less manual document chasing

Missing paperwork is detected and requested automatically.

approx. 4 hrs · Freed up per week

The chasing time saved adds up across the week.

approx. 3 days · Complete paperwork earlier

The request for missing documents goes out right away and does not wait for the next review.

Every · deadline gets a timely reminder

Every recorded deadline is monitored and chased in time.

All figures are model calculations based on the stated assumptions and are not measured customer data. The full calculation is under “Why?” in each case.

The tax firm going digital: client service with AI

A day in a tax practice often goes on things that have little to do with tax law: collecting receipts from different channels, keeping deadlines in your head and answering the same follow-up question for the third time. Client onboarding is especially time-consuming. Data gets retyped, documents get chased, and days pass before the file is complete.

Clients now expect the same digital process they know from their bank. Capturing receipts by hand is paid for with the hours that belong to advice. This applies to a sole trader as much as to a limited partnership with several partners: every client file starts with the same questions.

Sort receipts

Receipts read and pre-assigned

Uploaded invoices and receipts are read and matched to an account. Your team reviews the suggestions and transfers them to the books.

Plan appointments at the firm

Appointments coordinated and prepared

Plan first meetings and year-end reviews without overlaps. The AI gathers the documents for each appointment and assigns appointments within the team.

Onboard new clients

Documents and master data in one place

The AI gathers the documents for new clients, sends them for signature and creates the master data in your CRM. Your team approves every step.

Track deadlines

Every filing date in view

The AI keeps track of the deadlines for advance VAT returns and payroll tax and reports inconsistencies early.

Prepare business reports

Report drafts for approval

The AI combines income, expenses and depreciation into a clear draft of the business report (BWA), which your team reviews and approves.

AI in the tax firm & client management automation

The Yura solution: AI-supported client onboarding

We start at onboarding. The AI Mail Assistant reads incoming inquiries, spots documents in the attachments and notes what is still missing. The AI chatbot settles routine questions and proposes appointments without anyone having to pick up the phone.

Urgent matters are marked and appear at the top of the list. The artificial intelligence decides nothing on its own: you see every suggestion before it goes out. Processing is GDPR-compliant on servers in Germany, which matters especially for tax confidentiality.

How Yura makes work in the firm easier

Better client service through automated workflows

• Calendar Management Automatic coordination of client appointments and sync with your practice management software
• AI Phone Assistant Reachable around the clock for client inquiries, appointment booking and general information about the firm
• Document Management AI-supported sorting and categorisation of incoming receipts and tax documents
• Deadline Management Automatic monitoring of tax deadlines and timely reminders for clients and the team
• Chat Access Clients reach the firm via chat, for example for appointment requests, document uploads and questions about processing status
• Task Management Automatically created to-dos from client inquiries, from incoming receipts to requested deadlines

Results in everyday work: cost savings and relief for the team

The benefit shows up in three places. The cost savings come from data no longer being retyped, so the typos disappear as well. The relief for staff comes from reception no longer entering every appointment request by hand.

The AI phone assistant also takes the calls that would otherwise end in a busy signal. And work moves faster, because there is less switching between inbox, calendar and practice software. For the firm that means more clients with the same team.

Data protection in tax advisory

Data protection carries particular weight in tax advisory work. Yura is built so that every automation and every use of artificial intelligence is GDPR-compliant. Client data is sensitive information. That is why it is encrypted in transit and processed on servers in Germany.

Questions about AI in the tax firm

Answers to what gets asked most. Something else on your mind?

How can an AI assistant automate client onboarding?

For client onboarding the assistant takes the first round: it reads the enquiry, captures the master data and names the documents still missing. The file only reaches you once it is complete. That removes the retyping, and the call-back about a missing number as well. Processing is GDPR-compliant.

Is it safe to process client data with AI?

Yes. Every data transfer is encrypted and meets the requirements of the GDPR. The artificial intelligence processes sensitive data exclusively on servers in certified data centers in Germany.

Can the AI monitor deadlines as well?

Yes. The AI recognizes tax deadlines and reminds clients and case handlers in good time. That keeps important dates from being forgotten.

What work does an AI assistant take over in a tax practice?

Mainly the routine around client communication: taking enquiries by phone and email, assigning incoming documents and suggesting appointments from the calendar. The professional work and every tax assessment stay with your practice.

Try Yura in your tax firm

More time for your clients, because the routine runs alongside. We are happy to show you what that looks like in your firm.

High data security · GDPR-compliant · Servers in Germany