Six tax firms of different sizes. Each one automated a handful of processes and measured the effect against its own baseline.
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 GermanFull case study (German)
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 GermanFull case study (German)
A voice AI agent answers every call, documents every request and puts callbacks straight into the follow-up list.
Full case study (German)
Document intake, payroll paperwork and client communication automated around the firm’s existing software, without switching systems and without new hires.
“TRUSTAX did not try to sell us a new system. They automated the workflows around the software and document system we already had.”Rolf R. · translated from GermanFull case study (German)
Phone, document requests and the pre-review of year-end financial statements automated. The spring backlog is gone.
“In March, my team worked no overtime for the first time in years.”Christoph M. · translated from GermanFull case study (German)
Documents, onboarding and income tax preparation automated. The same team serves more than 500 additional clients.
“Today these workflows run almost automatically, and overtime is a thing of the past.”Max F. · translated from GermanFull case study (German)
Quotes are translated from German. Currency figures are in euros as published.
Nobody can promise you another firm’s result. What we can do is estimate yours: the AI Check turns seven answers into hours per month, and the strategy session checks that estimate against your real volumes.
Get your free AI CheckSeven questions, about two minutes. You see your score and your three biggest levers right away, in your browser.
Today · 2 minutes Start the AI CheckA 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 daysFifteen 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 nowThe results on this page come from firms in Germany and Austria. We are now offering the same work to U.S. firms and say that openly.
Against the firm’s own baseline before the project: time per case, number of cases, margin. The full case studies describe the starting point, the build and the result. They are in German.
Nobody can promise that. Results depend on your volumes, your software and how standardized your processes are. The AI Check gives you an estimate for your firm, and the strategy session checks it against real numbers.
For the named firms, we are happy to ask them.
Necessary cookies keep the site running. Marketing cookies (Meta Pixel) and external services (Calendly for scheduling) are only used with your consent. Details in our privacy policy.
