Save time & cost
Repetitive tasks disappear – significant time and cost reduction in bookkeeping, document review and reporting.
Tax Assistant · Agent
Automate tax-firm processes – digital tax worker
The digital tax worker supports firms with client management, document review and deadline control – structured, deadline-proof and AI-powered.
What the Tax Assistant handles:
- Client management & care
- Document & invoice review
- Deadline & date monitoring
- Bookkeeping & statements
- up to 64 % Automation
- 24/7 Available
- BPMN 2.0 auditable
Benefits
Benefits for the tax firm
Why a digital worker noticeably relieves firms – from document capture to the audit-proof file.
Fewer errors, more compliance
IT-supported full audits lower error susceptibility and raise compliance quality – even as tax complexity grows.
React quickly to new rules
Laws and rulings are translated into processes – your firm reacts fast to changing regulatory requirements.
Safeguard advisory quality
Expertise is secured as a process – your team gains time for demanding client advisory.
Areas of use
Typical tasks in the firm
From the initial consultation to the financial statement – the Tax Assistant automates the services that arise daily in tax firms.
Mandate & advisory
- Initial consultation & ongoing client management
- Assessing & handling tax matters
- IT-supported case processing & full audits
- Reporting (e.g. on missing documents)
- Deadline & date control
- Client support around the clock
Bookkeeping & documents
- Touchless booking – electronic document capture
- Formal invoice review
- Automated check against VAT criteria
- Bookkeeping & financial statement preparation
- Integration of external data sources (e.g. DATEV)
- Monitoring correct procedures & deviations
In practice
Tax assistance in practice
The digital tax assistance has already been implemented in projects with audit and advisory firms. Legal requirements and internal guidelines become decision tables (DMN) and process models (BPMN 2.0), while data is captured through guided forms.
The video is hosted on YouTube. Opening it transfers data to YouTube. Details in the privacy policy.
Compliance risk assessment
- Personalised access per handler and legal entity
- Capture of risk environment & prevention instruments
- Risk self-assessment with comment and department
- Calculation of the implementation level per instrument
- Recommendation of further prevention instruments
- Results as a report or dashboard
Employee benefits (§ 37b EStG)
- Determine the case: event, hospitality or gift
- Capture key data (recipients, invoices, receipts)
- Cost allocation by time or headcount shares
- Calculate the taxable amounts under the applicable law
- Account assignment and posting file in CSV format
- Complete documentation of every taxed benefit
Standards & integrations
DATEV, e-invoicing & audit-proof records
The Tax Assistant connects firm systems, statutory requirements and daily document processing – without media breaks.
DATEV & specialist systems
Connects DATEV and other firm and specialist systems via open standards, APIs and connectors – without media breaks.
E-invoicing & VAT
Captures e-invoices electronically and checks invoice characteristics automatically against VAT criteria – including reports on missing documents.
Audit-proof records
Documents and processes are recorded in an audit-proof way – GDPR-compliant, AI-neutral and auditable (BPMN 2.0).
Automation levels
Assistant · Agent · Worker
Three automation levels – matched to the task.
Digital Assistant
BPMN rule-based
Works strictly according to compliance and process rules (BPMN 2.0 & process engine) – perfect for structured rule sets and guided case handling, even in high-security areas.
Digital Agent
AI-powered
Understands unstructured data, emails and contracts via LLMs, takes over complex checks and decisions – autonomous tasks complementing existing systems.
Digital Worker
Autonomous AI orchestration
Solves whole processes autonomously and connects individual AI agents into teams – autonomous data transfer between legacy systems and web APIs, without media breaks.
Process
How it works
Target groups
For which firms & departments?
The Tax Assistant is tailored to tax professions – from the single practice to the group tax department.
Firms & advisory
- Tax advisory firms
- Auditors
- Tax advisors & specialist advisors
- Authorised tax agents
Bookkeeping & accounting
- Financial & payroll accounting
- Balance-sheet accountants
- Bookkeeping offices
- Invoice review
Companies & tax departments
- Internal tax departments
- SMEs & group tax
- Cooperatives & associations
- Corporate accounting
Frequently asked questions
The most common questions about the Tax Assistant.
What does the Tax Assistant do exactly?
The Tax Assistant supports firms with client management, document & invoice review, deadline control as well as bookkeeping and financial statement preparation – structured, deadline-proof and IT-supported.
How high is the automation level of the Tax Assistant?
For the Tax Assistant's typical tasks, around 64 % automation is achievable – we determine the exact figure from your job profile.
Can the Tax Assistant integrate with existing systems?
Yes. The Tax Assistant connects seamlessly via open standards, APIs and connectors – external data sources such as DATEV as well as ERP, CRM and specialist systems can be integrated.
What is touchless booking?
Touchless booking means electronic document capture with automated, formal invoice review – documents are processed without manual entry.
Can the Tax Assistant check invoice and VAT characteristics automatically?
Yes. The Tax Assistant runs automated checks – for example invoice characteristics against VAT criteria – and generates reports, e.g. on missing documents.
How does the Tax Assistant help with new laws and rulings?
Laws and court rulings can be translated into processes and digital assistants – so your firm reacts quickly to changing regulatory requirements.
Is the Tax Assistant GDPR-compliant?
Yes. The Tax Assistant is GDPR-compliant, AI-neutral and fully auditable (BPMN 2.0). It runs either as a high-security SaaS cloud or on-premise in your own data centre.
Is case processing audit-proof?
Yes. Documents and processes are documented in an audit-proof way and can be traced end to end – based on the open standard BPMN 2.0.
Is there a practical example of the digital tax assistance?
Yes. The video “KPMG tax assistance” shows the digital tax assistance in use. Two implemented use cases are described on this page: the compliance risk assessment and the handling of employee benefits under § 37b EStG.
How are tax rules stored in the Tax Assistant?
Legal requirements and internal guidelines are mapped as decision tables in DMN and as processes in BPMN 2.0. The Tax Assistant guides through the rule set, calculates the results traceably and documents every step in an audit-proof way.
Can the Tax Assistant handle employee benefits under § 37b EStG?
Yes. It determines the case – event, hospitality or gift –, captures the key data, allocates the costs by time or headcount shares, calculates the taxable amounts and produces a posting file in CSV format from them.