Benefits of an Internal Chatbot Specifically for Tax Firms:

We host all data & applications in our own data centers in Germany.

Hosting in Germany for Maximum Data Security: Hosting in Germany ensures the highest data protection standards are met, reliably and independently protecting sensitive client data from unauthorized access.

GDPR-Compliant Access to Tax Law Documents and Legal Texts: The chatbot securely hosts all data on German servers and adheres to strict GDPR standards, ensuring the confidentiality of client data is protected at all times.

Precise Source References for Tax Law Information: The chatbot provides relevant laws, tax regulations, or judgments upon request and always cites the original source, enabling legal professionals to verify all information and rely on the highest accuracy.

Efficient Case Summaries and Documentation: The chatbot structures and summarizes internal case files and documents, enabling faster and smoother preparation for client meetings – without loss of detail.

Fast, Reliable Support for Tax Law Research: Whether it concerns new tax regulations, changes in tax law, or comments on legislation – the chatbot assists with research and always provides the exact source to ensure reliability and traceability.

Availability of Internal Guidelines and Firm Structures: The chatbot serves as a central information source for internal procedural guidelines, such as client communication, data storage, or day-to-day operational processes.

Adaptable to Specific Requirements and Tax Areas: The chatbot can be precisely tailored to the firm’s practice areas – whether income tax, corporate tax, or international tax issues – thus providing valuable assistance in daily operations.

Quick Onboarding for New Team Members: New team members gain immediate access to all important guidelines, documents, and firm processes through the chatbot. Training materials and guides facilitate a seamless onboarding process.

Access to Firm Tools and Tax Resources: The chatbot supports the use of the most important firm tools, from document management systems to client management, and ensures seamless access to all tax-relevant resources.

Centralized Documentation and Always Up-to-Date Case History: The chatbot structures case documentation and ensures that all team members can always access current files – for more efficient collaboration and optimal client preparation.