NewLos Angeles office opening soon AI & automation · for accounting and tax firms

AI and automation that actually run in your firm

TRUSTAX designs, builds and operates AI and workflow automation for CPA, tax and accounting firms. Document chasing, client onboarding, inbox triage, bookkeeping prep and deadline tracking: done for you, on the software you already use, with a person approving every step.

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Prefer to talk first? Book a 15-minute intro call. Our people in Frankfurt and Los Angeles are there for clients around the clock.

Trustpilot 5 starsClient reviews on Trustpilot GGoogle 5.0Client reviews on Google
  • Done for you
  • No new software
  • A person approves every step
Your firm, this morning Example
12handled by the AI 2waiting for your approval 9approved and sent
W-2 matched to the request listMiller · 2025 return AI workingNeeds approvalApproved
Reply drafted: “Did you get my K-1?”Harper & Co. AI workingNeeds approvalApproved
Notice read, response date setOrtiz Dental AI workingNeeds approvalApproved
Callback booked for 9:30 AMLee Family AI workingNeeds approvalApproved
You approve. Nothing goes out before that.
Runs on your stackno new software Built by peopleFrankfurt + Los Angeles
Published results

From client firms in Germany and Austria. Same work, different tax code.

All results
Kanzlei Schmitt −42% processing time Kanzlei Schmitt +23% margin Firm in Munich −38% time per bookkeeping month BeKa Steuerberatung 0 missed calls
The problem

Where the hours actually go

Watch one ordinary day. Every orange block is time spent collecting, sorting, reminding and answering the same question again.

A Tuesday, without automation 8:00 AM
Drag to move through the day
Client workRoutine nobody bills
0Client emails waiting
0“Where is my return?” questions
0Minutes sorting and replying
0%of the day is routine
  1. 010× Busy season is spent chasing, not preparing

    Half the files are waiting on one missing document. Your staff write the same reminder email again and again.

  2. 020× The inbox runs the day

    “Where is my return?” “Did you get my K-1?” Every question interrupts someone who should be reviewing.

  3. 030× You cannot hire your way out

    Experienced staff are hard to find and expensive to keep. Routine work lands on the people you can least afford to lose.

  4. 040× Good tools, no connection

    Portal, practice management, tax software, email: each one works. People carry the data between them.

Counters show typical orders of magnitude from our process reviews, not measurements from one specific firm.

What we automate

Six workflows that give your team its day back

Watch them run. Each one is built around your process and your software, and we start with the one that costs you the most hours.

Request list · Miller0 of 4 in
  • W-2Miller
  • 1099-INTFirst Bank
  • 1098Mortgage
  • K-1Harper LLC Reminder sent
Document collection & chasingUploads are checked off, missing items are requested on schedule.
New client · Harper & Co.ready
  1. Client record
  2. Engagement letter
  3. Authorization
  4. Portal invite
Engagement lettersigned
Client onboarding & engagement lettersFrom signed proposal to a complete client record, without retyping.
Inbox0 sorted
  • “Did you get my K-1?”Miller · 1040
  • Invoice MarchHarper & Co.
  • “Can we move the call?”Ortiz Dental
Draft reply

Yes, your K-1 arrived on March 4.

Waiting for approval
Inbox triage & reply draftsEmail is sorted to the right client. Routine replies arrive as drafts.
March · 14 documents0 coded
  • Office supplies$84.206100
  • Software$249.006400
  • Client lunch$62.756300
  • Wire transfer$4,800.00Review
Bookkeeping prep & month-end closeRead, matched, pre-coded. Reviewers only see the exceptions.
Notice receivedon the calendar
CP2000
Response duein 30 days Assigned toPreparer
Deadlines, extensions & noticesNotices are read on arrival, response dates calculated and assigned.
Incoming call · 6:42 PMafter hours
  • Caller“I have a question about my estimate.”
  • AssistantCallback booked for 9:30 AM
  • Note filed with the client record
AI phone assistant & schedulingEvery call answered, every request documented, callbacks booked.
Three TRUSTAX colleagues in a meeting at the Frankfurt office, the skyline at sunset behind them
Strategy session60 minutes · Google Meet Frankfurt + Los Angeles13 people · 5 nations
The people

Real people, one team

From the first analysis to daily operations you work with one team: 13 specialists from 5 nations, in Frankfurt and Los Angeles. We are there for our clients around the clock, and we show you every workflow on your own cases before you decide.

Meet the team
How it works

From intake to approval, in four steps

Follow one document. Your sources stay where they are, and so does your software. In between, the AI takes over the steps people do by hand today.

01A client uploads a document to your portal or sends it by email. Nothing changes for them.

02The AI reads it, matches it to the request list and drafts what comes next, such as a reminder for what is still missing.

03Someone in your firm looks at the result and releases it with one click. Nothing goes out before that.

04The document is filed where it belongs, the task is updated, and the step is logged with person and time.

Your stack

Built around the software U.S. firms already run

Your tax, accounting and practice software stays the system of record. No rip and replace, and no new tool your team has to learn.

Tax
CCH Axcess TaxWolters Kluwer UltraTax CSThomson Reuters LacerteIntuit ProConnect TaxIntuit Drake Tax ProSeriesIntuit ATXWolters Kluwer GoSystem Tax RSThomson Reuters
Accounting & payroll
QuickBooks Online Xero Sage Intacct NetSuite Gusto ADP Paychex BILL Expensify
Practice management & documents
Karbon Canopy TaxDome Financial Cents Practice CSThomson Reuters SmartVault ShareFile SafeSend Liscio DocuSign Adobe Acrobat Sign
Office, communication & legal
Microsoft 365 Outlook Teams SharePoint Google Workspace Gmail Slack Zoom Dropbox Box Clio MyCase NetDocuments iManage
42 systems we see in U.S. practices Tell us your stack, get a tool map
Systems with an interfaceCloud accounting, practice management, client portals, Microsoft 365 and Google Workspace usually offer an API. Those we connect directly.
Systems without oneMany desktop tax programs have no open interface. There we automate what happens around them: intake, document prep, exports and imports, status and communication.
AI under business termsAI models run under business agreements and in the region we agree on with you. Nothing runs through consumer chat tools.

Product names and marks belong to their owners. They are listed to show typical firm stacks. No partnership or certified integration is implied.

How we deliver

How an engagement actually runs

Done for you, in four phases. Analysis, build, testing and operations are on us.

01/ 04
Week 1We listen firstTRUSTAX + your point of contactWeeks 2–4We build on your stackTRUSTAXWeeks 4–5We test with your peopleYour team reviews, TRUSTAX adjustsFrom week 6We stay and operateTRUSTAX operates, your team works

  1. We map your real workflows in two short sessions: volumes, handoffs, time per step. You get a ranked list of what is worth automating, and what is not.

    You getA ranked list of what is worth automating Your partTwo short sessions

  2. We build the workflows on your stack and connect the systems. You do not need an IT department. We need one point of contact.

    You getWorkflows connected to your systems Your partOne contact for questions

  3. Your staff run real cases in parallel. We tune rules, wording and exceptions until the output is what a senior would approve.

    You getOutput a senior would approve Your partReal cases, run in parallel

  4. We monitor and maintain the automations and keep adjusting them as your firm, your software and the rules change.

    You getMonitored, maintained workflows Your partApprovals as part of the daily routine
Marius, Founder & CEOCedric, Head of SalesLuca, Consultant · Client AccountsSascha, Consultant · Head of AISteven, Consultant · Engineering The team that does the workThirteen specialists from five nations, in Frankfurt and Los Angeles. One point of contact on your side, two to three hours a week during setup.Meet the team
Clear boundaries

What runs on its own, what needs approval

No automation acts toward a client or an agency without a person. This split applies to every workflow we build.

Runs automaticallyno one has to click
  • Recognizing and filing incoming documents
  • Matching uploads against the request list
  • Scheduling reminders and follow-ups
  • Calculating response dates from notices
  • Drafting replies and coding suggestions
Only with approvala person releases it
  • Anything that is sent to a client
  • Bookkeeping entries and adjustments
  • Anything that is filed or submitted
  • Changes to client master data
We do not dostays with your professionals
  • Tax advice or professional judgment
  • Signing or filing returns
  • Decisions about a client relationship
  • Moving client data into tools you have not approved
Published results

Numbers from real firms

These firms are in Germany and Austria, where we have worked so far. The processes are the ones you know: documents, onboarding, phone, bookkeeping, deadlines.

Florian Schmitt, tax advisor, Kanzlei Schmitt
Florian SchmittTax advisor · Kanzlei Schmitt
Germany · Tax firm
  • −42%processing time
  • +15%clients
  • +23%margin

An AI receptionist, document handling and onboarding that no longer depend on the owner. The same team now serves 15% more clients.

“Great product. Competent team. Everything gets implemented quickly.”Florian Schmitt · translated from German
Full case study (German)
Alina Diener, managing director, Kanzlei Diener
Alina DienerManaging director · Kanzlei Diener
Germany · Tax firm, new owner
  • +17%margin in 6 months
  • 3core processes automated
  • 6months to the result

After taking over the firm, the new owner moved documents, pre-coding and deadlines into fixed workflows without loading the team with more manual work.

“Marius does not beat around the bush. Issues are named clearly and problems are addressed.”Alina Diener · translated from German
Full case study (German)
Betim Dobruna, tax advisor, BeKa Steuerberatung
Betim DobrunaTax advisor · BeKa Steuerberatung
Germany · Tax firm
  • 24/7reachable by phone
  • 0missed calls
  • 100%of requests documented

A voice AI agent answers every call, documents every request and puts callbacks straight into the follow-up list.

Full case study (German)
Trustpilot 5 stars in every reviewClient reviews on Trustpilot GGoogle 5.0 starsClient reviews on Google
See all results
Security & compliance

Built for firms that handle tax return information

Section 7216, the FTC Safeguards Rule and your own professional standards set the frame. We design every workflow inside it, and we document it so you can show how it works.

How we handle your data
  • A person approvesNothing goes to a client, and nothing is filed, without someone in your firm releasing it.
  • Data location is agreed firstA U.S. region or your own tenant, decided and written down before we build.
  • Documented for your security planData flow, systems, access and approvals, ready for your written information security plan.
Two offices

Frankfurt and Los Angeles

We have team members in both cities and are there for our clients around the clock. Our home is the Nextower in downtown Frankfurt, and our Los Angeles office in Silicon Beach is opening soon.

The Frankfurt skyline at dusk, seen from the TRUSTAX office in the Nextower Open Frankfurt--:--
Headquarters · Germany

Frankfurt Nextower

High above downtown Frankfurt, with the skyline of the banking district in view. This is where we analyze processes, build workflows and meet clients.

  • Thurn-und-Taxis-Platz 6 (Nextower), 60313 Frankfurt am Main
  • Tax, legal and AI specialists on one team
  • Together with Los Angeles, there for clients around the clock
Office opening soon Los Angeles--:--
Second location · United States

Los Angeles Silicon Beach

We already have team members in Los Angeles. Our office in Santa Monica, home to one of the densest clusters of tech and AI companies on the West Coast, is opening soon. From here we work with firms across the United States.

  • Planned location: 100 Wilshire, 100 Wilshire Blvd, Santa Monica, CA 90401
  • At Wilshire and Ocean, facing the Pacific
  • Team members on site today, for firms in all 50 states
Talk to our team
  • 13specialiststax, legal and AI on one team
  • 5nationsone team, several perspectives
  • 2citiesFrankfurt and Los Angeles
  • 24/7for our clientsaround the clock
Your options

Three ways to get there, compared

The same five questions, asked of each option.

Do it yourselfyour own staff Generic AI agencyproject, then handover TRUSTAXbuilt and operated for you
Who builds it Your staff, on top of client work Developers who learn your business on your budget A team that only works with tax and accounting firms
What you get A few tools, loosely connected A custom project, then a handover Running workflows, operated and maintained
Your software Stays, with manual steps in between Often a new platform on top Stays the system of record
Client-facing actions Depends on who set it up Depends on the project Always approved by a person in your firm
Time from your team Open-ended Workshops, specs, testing One contact, 2–3 hours a week during setup
Start with the free AI Check
Nextower · Frankfurt am Main

A look inside our Frankfurt office

Two colleagues in front of the Frankfurt skyline
Team meeting at sunset
Frankfurt skyline at dusk
Working through a workflow together
By the window, Frankfurt behind
Around the meeting table
A conversation by the window
At the laptop, Frankfurt at sunset behind
Working with a view
Three colleagues talking
Discussing a project
Start today

Your next steps

01

Take the free AI Check

Seven questions, about two minutes. You see your score and your three biggest levers right away, in your browser.

Today · 2 minutes Start the AI Check
02

Get your worked-out report

A senior consultant turns your answers into a report: hours per lever, a tool map for your stack, a security checklist and a 90-day plan.

PDF in 2 business days
03

Walk through it together

Fifteen minutes on the phone with Cedric, at a time that suits you. If there is clear potential, a strategy session follows. If there is not, we tell you.

15 minutes · by phone Or book a call now
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Your questions answered

Frequently asked questions

We are an AI and automation partner that works only with tax and accounting firms. We do not just advise, we implement: we map your processes, automate what actually saves time and margin, and use AI where it is useful and safe. You get running workflows, not a slide deck.

Because the work is the same and we have done it many times: chasing documents, onboarding clients, sorting inboxes, preparing bookkeeping, tracking deadlines. Our published results come from firms in Germany and Austria, and we say so openly. Today we are 13 specialists from 5 nations, with team members in Frankfurt and Los Angeles, and we are there for our clients around the clock.

No. Your practice management, tax and accounting software stay the system of record. We connect what has an interface and build document and email workflows around what does not. No rip and replace, no new tool your team has to learn.

That is decided before anything is built. For U.S. firms we plan deployments in a U.S. region or inside your own Microsoft 365 or cloud tenant, so that tax return information is not sent abroad. Details are on the Security & Compliance page.

One point of contact for questions and approvals, about two to three hours a week during implementation. Analysis, technical setup, testing and training are on us.

No. Automation prepares, a person approves. Nothing is sent to a client, filed, or submitted without a human in your firm releasing it. Tax judgment stays with your professionals.

Nothing. Seven questions, about two minutes, and you see your result right away. Within two business days you receive a worked-out report as a PDF. No newsletter, no obligation.

If you want, we walk through it together in 15 minutes. If there is clear potential, a 60-minute strategy session follows where we plan the first three automations with you. If there is not, we tell you.