// Solutions · Tax & Audit
AI for tax advisory and audit firms
Analyse client files, draft responses, prepare audit requests: Mindverse Studio takes on the groundwork around the engagement — with a citation for every statement, GDPR-compliant and hosted in Germany. The assessment stays with the professional.
- Region
- eu-de · Frankfurt
- Confidentiality
- § 203 StGB preserved
- Trial
- 7 days · no card
Wissensdatenbank
Unternehmenswissen
Produkthandbuch-2025.pdf
PDF · 214 Seiten · vor 2 Std
Vertriebsleitfaden.docx
DOCX · 36 Seiten · vor 1 Tag
intranet.firma.de
Website · 128 Unterseiten
// AI assistance
An AI assistant that knows the working file, supplies citations and drafts submissions
The three tasks that consume the most time in a professional firm — and where AI reliably takes the load today.
Open up the engagement file
Contracts, financial statements, prior-year files and correspondence become searchable. The AI answers questions about the engagement from that body — citing document and page.
Discover knowledge bases 02Check and classify the facts
Audit requests, assessments and contracts are checked against the existing file. Deviations from prior years and missing evidence are named.
Discover AI analysis 03Draft responses and letters
Responses, notes to the accounts and client correspondence are drafted in your style from your own templates. You review, adjust and sign.
Discover content creationEngagement 4711 · audit 2021–2024
Response to tax audit
- Audit request Captured
Tax audit request · 6 items
- Working file Checked
2021–2024 · 214 documents reviewed
- Gaps Identified
Item 3: evidence missing · item 5: prior year differs
- Response With you
Draft prepared · the assessment is yours
AI note: Item 5 was treated differently in the 2022 accounts — source: notes, page 14.
// Tax audit
The AI searches the working file. You write the assessment.
With an audit request, the effort rarely sits in the professional answer but in assembling it: which documents exist, how was this handled in prior years, what is missing? Upload the working file — including scans. The AI checks the request item by item against the file, names the gaps and presents the draft response.
- Audit request checked item by item against the working file
- Deviations from prior-year treatment are flagged
- Missing evidence is named rather than overlooked
- OCR for scanned legacy files and paper documents
// Confidentiality
Client data does not belong in a public chat window
§ 203 of the German Criminal Code and tax secrecy leave little room for manoeuvre. Mindverse is built for confidentiality-bound professions from the ground up — not certified after the fact.
Confidentiality preserved
Licensed professionals are bound by confidentiality under § 203 of the German Criminal Code, and client data is covered by tax secrecy. Contracts, access rights and logging are built for that.
Hosting in Germany
Processing in region eu-de in Frankfurt am Main. Sovereign models run entirely on German infrastructure — with no detour through third countries.
Never trained on client data
Financial statements, contracts and correspondence are never used to train AI models. Processing agreement under Art. 28 GDPR included.
Access per engagement
Roles and permissions at firm, team and user level: who may see which engagement file and approve which draft is configurable and logged.
Data path
Upload
Encrypted transfer into your firm workspace.
Processing
Data centre in Frankfurt am Main, region eu-de.
Model
Sovereign models entirely on German infrastructure.
Storage
Deletion on demand, access documented in the audit log.
The AI does not give tax advice
Providing tax advice commercially is reserved to licensed professionals under § 3 of the German Tax Advisory Act. Mindverse Studio researches, structures and drafts — it does not advise and does not sign. Professional responsibility remains entirely with the firm.
// Mindverse Studio
Your working file becomes the AI's working basis
Contracts, prior-year files and templates already exist. Mindverse Studio makes them searchable — and turns them into the source behind every AI answer.
// Knowledge bases
Engagement files and templates as a reliable source
Add contracts, prior-year accounts, audit reports and template letters as a knowledge base — per engagement or for the whole firm. The AI answers from exactly those documents and cites the source for every statement.
- Answers with a citation instead of general internet knowledge
- Access controlled separately per engagement, team or firm
- OCR and full-text search across scanned legacy files
Wissensdatenbank
Unternehmenswissen
Produkthandbuch-2025.pdf
PDF · 214 Seiten · vor 2 Std
Vertriebsleitfaden.docx
DOCX · 36 Seiten · vor 1 Tag
intranet.firma.de
Website · 128 Unterseiten
// Bulk processing
Receipt batches and account statements in one run
Batches of receipts, account statements and incoming invoices cannot be clicked through one at a time. Define once which details you need — then have hundreds of documents read, checked for completeness and turned into a structured overview in one run.
- Read document batches in structured form instead of one by one
- Anomalies and missing evidence flagged automatically
- Output as a table — ready for further processing
// Automation
Deadlines and series correspondence as a workflow
Deadline reminders, requests for missing documents or client bulletins about a change in the law are defined once as a workflow. Every draft passes an approval step before it is sent — nothing leaves the firm unchecked.
- Visual workflow builder with human-in-the-loop
- Triggered on a schedule or by an event
- Event logs for every run — documented and traceable
Trigger
Neue E-Mail
Wissen
RAG-Suche
KI-Schritt
Antwort entwerfen
Freigabe
Human-in-the-Loop
// Areas of use
Where professional firms work with Mindverse
From the annual accounts to the tax audit — wherever documents have to become text and evidence.
Annual accounts & notes
Draft notes to the accounts and management reports from existing figures and prior-year documents — phrased consistently across all engagements.
See content creation 02Tax audits
Check audit requests against the working file, name missing evidence and prepare responses with references to source documents.
See AI analysisClient correspondence
Classify recurring questions about deadlines, documents and assessments, and answer them as drafts based on your own templates.
Research with citations
Search administrative guidance, commentary and decisions, summarise them and present the result with a reference to the source.
See AI research 05Document batches
Read batches of receipts and account statements in bulk, check completeness and flag anomalies.
See bulk processingTraining & knowledge transfer
Prepare changes in the law for the team, maintain internal guidance and get new staff productive faster.
// Background
AI in professional firms: what actually holds up today
Not automated advice but cited groundwork is where language models stand up against professional regulation.
The skills shortage has reached professional firms
Engagements grow, new entrants to the profession do not, and the deadlines do not move regardless. AI does not replace licensed professionals, but it takes text production off the firm: the response, the letter, the notes, the file memo. The content editor supplies the draft; the assessment stays with the professional.
The working file is the real body of knowledge
What actually defines an engagement sits in your own documents: contracts, prior-year treatments, audit reports, correspondence. As a knowledge base that body becomes searchable — and the AI answers questions about the engagement from it, with a citation. That is what separates a usable assistant from a chatbot with general knowledge.
Without a citation, a tax statement is unusable
A plausible-sounding but wrong statement about a deadline or an election is a liability risk. That is why Mindverse Studio works against your own body of documents by preference and shows what an answer rests on. Anything unsupported is flagged as unsupported — not embellished.
Reserved work stays reserved work
Providing tax advice is reserved to licensed professionals under § 3 of the German Tax Advisory Act — no language model changes that. The workable path is therefore not automated advice but cited groundwork with human approval: exactly the model that workflows with human-in-the-loop implement.
// FAQ
Frequently asked questions about AI in tax advisory
Does the AI replace tax advice?
What about professional confidentiality and tax secrecy?
Can the AI work with our client files?
Does AI help with research into official guidance and case law?
How does AI support a tax audit?
Does this work for client correspondence too?
Is this suitable for smaller firms?
What does it cost for a firm?
// Get started
More time for the engagement, less for the filing
Try Mindverse Studio free for 7 days — or let us show you in a demo how a response is drafted with AI.
GDPR-COMPLIANT · SERVERS IN GERMANY · SOC 2 PROCESSES