
Tax practice (AU) · 6 weeks
18d → 6d collection cycle
Outcome: Median document collection cycle reduced from 18 days to 6 days.
Geprüfter KI-Experte für Steuerberatungskanzleien — Mandantenaufnahme, Dokumentensammlung, FAQ-Bot und Fristenerinnerungen vollständig automatisiert. DSGVO-konform, Festpreis, Lieferung in zwei Wochen.
Expert matched in 48 hours · fixed price · escrow protected
Every accountant knows these. Now there's an affordable fix.
You email clients for their documents. They don't respond. You follow up again. You're a Steuerberater, not an inbox manager — but here you are.
"When will my return be ready?" "What do I need to bring?" Your team answers these instead of doing actual accounting work.
Engagement letters, access setup, initial data collection — all done manually over email for every single new client, every single year.
AI sends clients a secure upload link, chases them with reminders until everything arrives, and alerts you the moment a file is complete. No more chasing.
Answers "What do I need for my return?" and "What are your fees?" on your website 24/7. Qualifies leads and books calls before they reach your desk.
AI sends clients timely reminders before quarterly Steuervorauszahlungen, extension deadlines, and year-end prep. No more surprised clients in October.
Automated status messages as you work through each return. Clients stop calling to ask "what's happening?" — freeing your team for billable work.
Recent measured outcomes from comparable implementations.

Tax practice (AU) · 6 weeks
Outcome: Median document collection cycle reduced from 18 days to 6 days.
Not general AI freelancers. Specialists who've built for Steuerberatungskanzleis, Buchhalters, and tax practices before.
Client intake, document collection, and FAQ automation for Steuerberatungskanzleis and independent Steuerberaters.
Automates recurring workflows for Buchhalters and payroll teams. Bank statement collection, reconciliation reminders, and client reporting.
Deadline campaigns, client update automation, and lead qualification for Steuerberatery and wealth management practices.
"Our intake used to be 45 minutes of emails back and forth. Now it's fully automated. New clients arrive with everything signed. We save 6 hours a week."
"The FAQ bot handles 80% of our client questions during tax season. My team can actually focus on returns instead of the phone. Best decision we made this year."
"Deadline reminders alone paid for the whole project. Clients stopped calling us in a panic in October. It just runs — automatically. Best investment we've made in years."
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