Texts that don't sound like a robot.
Draft proposals, minutes or emails automatically — in the right tone and style.
SalesHRAdminAssistantsLaw firmsProject management
AI for tax advisors
AI for tax advisors: secure for your firm and your clients.
Summarise assessments, draft letters to the tax office, keep clients informed: all relevant AI models in one GDPR-compliant platform that takes professional secrecy and Section 203 of the German Criminal Code seriously.
Made in GermanyISO 27001Hosted in EUGDPR-compliant
4.8 / 5on OMR ReviewsUse cases
What AI delivers in tax firms.
AI doesn't replace professional tax judgement — but it takes the time-consuming routine work off your plate. Six use cases from everyday practice.
Summarise assessments & reports
Upload long tax assessments, audit reports and contracts and receive precise summaries with the points that matter.
Correspondence with the tax office
Drafts for objections, deadline extensions and statements in minutes instead of hours — based on your guidelines and templates. The professional review stays with you.
Explain the numbers clearly
Prepare annual accounts, management reports and tax matters for clients in plain language — as letters, explanations or reports.
Research with sources
Web search with source citations as a fast entry into legislative changes and current topics — a starting point for your own review, not a replacement for professional databases.
Client communication
Emails, reminders about missing documents and plain-language explanations — in the right tone, adapted in seconds.
Firm knowledge as an assistant
Custom AI assistants built on your firm's knowledge: text templates, checklists and internal guidelines — usable by the whole team.
Professional secrecy
Confidentiality is non-negotiable.
As a tax advisor you are bound by Section 203 of the German Criminal Code and the duty of confidentiality under the Tax Advisory Act. innoGPT is designed for exactly that.
Section 203 & Section 62a StBerG
innoGPT contractually commits to confidentiality as a contributing person — the basis for processing client data at all.
EU hosting & no model training
Hosted in Frankfurt am Main, ISO 27001 certified. Your inputs are never used to train AI models.
DPA & retention periods
Data processing agreement under Art. 28 GDPR with technical and organisational measures and configurable retention periods.
Roles & permissions for the firm
SAML SSO and role-based access control: you decide which teams access which clients, data and models.
Simon Bahlmann
AI Enabler at innoGPT
Questions about AI in your tax firm, confidentiality or the rollout? I'm happy to help personally.
+1,000 companies from mid-market to enterprise use innoGPT
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Companies
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AI Models
10+
Built-in Tools
1.000+
Integrations
Rollout & Support
We walk with you, step by step.
Not just until the contract is signed.
AI rollouts rarely fail on the tech — almost always on the human side. That's why you get real people with us: demo, premium support and AI experts who work on your use cases with your team, on-site and remote.
- 0115 Min.personal, not a sales show
Personal live demo
15 minutes with an AI expert — no sales theatre, just a screen share on your real data and use cases. You ask the questions, we show solutions.
- 02< 2 hPremium support, a real human on the other end
Premium support
Your Customer Success Manager knows you by name. Response within 2 hours — via email, phone or Teams. No ticket queues, no bot replies.
- 033 Mo.Pilot programme · 3 months · up to 50 users
Pilot programme: rollout & guidance
90-day pilot programme with a dedicated AI expert: workshops, use-case development, data integration and premium support directly in Microsoft Teams. We guide you from strategy to rollout — not just until the contract is signed.
Use cases
AI features for the entire company
Write emails, summarise podcasts, analyse documents, take meeting minutes, generate code — all in one platform.
Jahresbericht-2025.pdfPDF
Frag einfach los
80-page PDF? Handled.
Upload PDFs, Word or PowerPoint files and extract what matters instantly.
LegalIndustryProject managementHealthcare
Wissensbasis
SharePoint
OneDrive
Drive
Notion
Stop searching: connect knowledge bases
Connect SharePoint, Outlook or your own vector databases — use company knowledge as AI context.
ITOperationsSupport
Quartalsbericht Q1 · Kurzfassung
Erstellt aus 14 Dokumenten · 5:42 min
Create podcasts
Turn PDFs, emails or documents into ready-made podcast episodes — auto-voiced.
MarketingTraining
Prompt KI-Prompt
Modernes Produktfoto: minimalistisches Smartphone, weißer Hintergrund, weiches Licht.
Seitenverhältnis
Einstellungen
Auflösung
Ausgabeformat
Transparenter HintergrundFür Logos & Freisteller
Vorschau
1:1 · 1K · JPG1:1
Format1:1
Auflösung1K
DateiJPG
Create photos & videos
Generate images, edit photos, create video content — with the latest image and video models.
MarketingDesignE-commerce
Aufnahme
00:12:00AnnaLass uns Q3 mit der neuen Roadmap starten …
TobiasIch übernehme das Onboarding-Deck bis Freitag.
Take meeting minutes
Meeting over, minutes done. Automatic summary with action items and owners.
All teams
Create documents & reports
Proposals, quarterly reports, concepts — write directly in the AI editor. Excel tables, PowerPoint presentations and PDF exports included.
SalesFinanceManagement
Assistants
Ready-made or custom AI assistants for emails, contracts, HR, support — install and start right away.
All teams
Und viele weitere Funktionen
WebsucheEchtzeit-Recherche im Web
MemoriesKI merkt sich Kontext
ProjektordnerWissen pro Projekt bündeln
Akademische SuchePaper & Studien finden
Code InterpreterCode ausführen & analysieren
CanvasVisuell zusammenarbeiten
AnalyticsNutzung & Kosten im Blick
Prompt BibliothekFertige Vorlagen nutzen
Single-Sign-OnLogin per SSO / SAML
MCP-ServerEigene Tools anbinden
Trust & Security
Enterprise security meets
unlimited scale.
Made in Germany
Built in Vechta. More potato field charm than Silicon Valley hubris.
Hosted in Europe
Our software and (most) AI models are hosted in Europe.
GDPR compliant
Encrypted to standards that are even too complicated for us to explain here.
ISO 27001 certified
Independently audited information security management. Reviewed by people who do nothing else.
Questions about data privacy? We're happy to help.
AI for tax advisors: more time for advice instead of routine
Tax firms are under double pressure: the industry is hit hard by the shortage of skilled staff, while the volume of assessments, deadlines and client requests keeps growing. A substantial part of this work is reading, summarising, drafting and explaining — exactly the tasks where AI supports most reliably today. Firms that use AI properly win back hours every week for what makes the difference: tax planning and personal advice.
Where AI really helps in tax firms today
AI replaces neither professional tax judgement nor specialist databases — but it accelerates everything before and after. Drafts for objections and statements emerge from templates and guidelines in minutes, long audit reports become precise summaries, standard correspondence almost writes itself. A realistic view of the limits is part of the deal: AI outputs are drafts and starting points, professional responsibility stays with the advisor. That is exactly why innoGPT provides source citations in web search and positions AI as a tool for groundwork.
Preserve confidentiality, gain efficiency
For tax advisors, choosing a provider is not a matter of taste but of professional duty: Section 62a of the Tax Advisory Act and Section 203 of the Criminal Code require careful selection, a confidentiality commitment from the service provider and a clear contractual basis. innoGPT meets these requirements — with EU hosting in Frankfurt am Main, a DPA under Art. 28 GDPR, a contractual commitment not to train on your data and a confidentiality agreement as contributing person. The client relationship stays protected while the firm becomes more productive.
Introducing AI in your tax firm: how to start well
The biggest hurdle is rarely the technology but the introduction: without clear rules, staff use private AI accounts; without training, the approved platform sits unused. A staged rollout works best — with defined use cases such as assessment summaries and client communication, short trainings per team, and governance settings for access and retention. innoGPT accompanies this path personally, from the first demo to a firm-wide standard.
FAQ
Frequently asked questions on AI in tax firms.
Note: this page provides general information on AI usage in tax firms. It does not replace legal or tax advice for your individual case.
Consultation
Ready for secure AI in your tax firm?
Send us your contact details and we'll get back to you within 24 hours with a suggested time. We'll show you how tax firms use innoGPT in line with their confidentiality obligations.
Simon Bahlmann
AI Enabler at innoGPT