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Industry

Tax adviser

Tax firms spend a great deal of time on document entry, client communication and recurring enquiries.

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Use cases3
Max. funding rate80 %
HostingGermany
AI automation in a tax practice involves automating recurring client enquiries and the forwarding of documents, so that more time is available for actual tax advice. Enquiries regarding missing documents and standard issues such as deadlines recur in a similar form across many client accounts. At bettersorted, this translates into: an AI chatbot or telephone assistant for standard enquiries, process automation between the client portal and accounting software, and an AI document search for internal templates and client documents. Automation does not replace tax advice — it simply frees up time for it.

Typical time sinks

Enquiries regarding missing supporting documents or paperwork are a recurring issue with many clients

Telephone enquiries on routine matters (deadlines, documents, preferred appointment times) interrupt the actual work

Internal templates and client documents are scattered across various filing systems

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More on this topic

Matching service

AI consultancy

bettersorted’s AI consultancy uses a structured process to identify which processes within your business are suitable for automation, and concludes with a concrete implementation plan rather than a mere list of ideas. The consultancy is BAFA-approved and is eligible for up to 80 per cent funding via INQA Coaching.

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AI phone assistant

The AI telephone assistant answers incoming calls, records the enquiry and forwards it to the appropriate department.

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AI chatbot

The AI chatbot answers questions on the company’s own website — using the company’s own records, not information from the general internet.

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Process automation

Process automation links recurring workflows seamlessly, from quotation to archiving.

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AI document search

The AI document search answers questions directly from your own documents — such as manuals, contracts or internal policies — by citing the source, rather than providing general answers from the internet.

Matching funding

INQA Coaching

INQA Coaching supports the introduction of AI and digitalisation in small and medium-sized enterprises with a grant of up to 80 per cent — up to €11,520 for 12 days of consultancy. Funded by the Federal Ministry of Labour and Social Affairs (BMAS) using funds from the European Social Fund Plus (ESF Plus).

Matching funding

BAFA consultancy funding

The BAFA consultancy grant subsidises up to 80% of the costs of management consultancy — for consultancy services worth €3,500, the grant amounts to up to €2,800, with a minimum contribution of €700. bettersorted is a BAFA-listed consultancy specialising in digital transformation and AI.

Frequently asked questions

Data processing takes place exclusively on servers in Germany under a data processing agreement (DPA) in accordance with Article 28 of the GDPR; no data is passed on to third parties.

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A 30-minute consultation, free of charge. We’ll take a look at your processes and give you our honest opinion on whether automation is worthwhile.

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