AI for tax advisory and auditing with AITEZA

Client documents securely organised and checked faster.

Annual accounts, tax assessments, contracts and receipts: firms handle hundreds of documents per client. AITEZA organises them in datarooms, exchanges documents securely with clients and checks recurring cases against the same standard every time. Hosted in Germany and GDPR compliant.

Use cases

How teams in this industry work with AITEZA.

Exchange documents with clients

The situation: Clients send receipts by email, questions go back and forth and documents for the year end are still missing.
How AITEZA helps: Each client gets access to their dataroom via Relay, without an account. They upload documents, see the current status and get notified about changes. Access ends automatically on the date you set.

Which documents are still missing for the 2025 annual accounts of Example Corp?

Three documents are missing: the bank balance confirmation as of 31 December, the warehouse stock list and the signed lease for the new hall. All other checklist items are available. Checklist_annual_accounts_2025.xlsx, dataroom Example Corp

Check assessments and contracts against fixed criteria

The situation: Tax assessments, loan agreements and articles of association are checked against the same points every year, by hand, one document at a time.
How AITEZA helps: A workflow checks every document against your criteria, such as deviations from the return, deadlines or reservation notes. The result is a table with a reference to the passage in the original.

Does the 2024 corporate tax assessment deviate from the return?

Yes, in one place: entertainment expenses were reduced by 2,340 € because receipts were missing. The assessment is subject to review. The deadline for an objection ends on 12 May. Corporate_tax_assessment_2024.pdf, p. 2 and notes p. 4

Make the firm's expertise available to everyone

The situation: Internal procedures, client newsletters and technical articles are scattered. New staff keep asking the same questions.
How AITEZA helps: A firm dataroom brings guidelines and templates together. AITEZA answers questions about them with sources. Permissions for people and groups keep every client strictly separate.

How do we handle a payroll tax return submitted after the deadline?

According to the procedure the return is submitted immediately and the client is informed in writing about a possible late filing surcharge. The letter template is in the payroll templates folder. Procedure_payroll.docx, section 3.4

Client documents securely organised and checked faster.

Use cases

Exchange documents with clients

Check assessments and contracts against fixed criteria

Make the firm's expertise available to everyone

More examples from practice

The features behind it

Datarooms

Relay

Workflows

Control and security

Other industries

Work securely with client data.