BAFA funding for tax firms: AI consulting subsidized by 80%

The well-known problem: client communication consumes capacity

In tax firms, ongoing client communication — follow-up questions, document submission, appointment scheduling — often takes more time than the actual professional work. A structured AI strategy can change that, but it is rarely the firm’s core expertise.

What the BAFA funding covers for tax firms

• Up to 80 % grant toward consulting costs
• For consulting valued at €3,500, up to €2,800 in funding
• Consulting by an authorized advisor listed with BAFA

Why a specialized advisor makes the difference

The funding only applies with a listed advisor — and not every listed advisor is familiar with AI applications for firms. bettersorted is listed with BAFA with a focus on digital transformation and AI.

Practical example: From document capture to automated filing

As part of the funded consulting, a tax firm had its document capture and client communication reviewed to see how they could be simplified with AI support. The result was a concrete roadmap — implementation itself then followed through INQA-Coaching.

Frequently asked questions about BAFA funding for firms

Is the funding limited to certain topics?

Funding is available for questions of business management — this also includes the strategic assessment of possible AI use cases.

Does the firm have to be a certain size?

No, what matters is the status as a small or medium-sized enterprise with a specific need for consulting.

What happens after the consulting?

Together, we prepare the proof of use; the actual technical implementation is a separate step, which is often also eligible for funding.

Can the consulting take place remotely?

Yes, a large part of the consulting sessions can easily be conducted digitally.

Next step

More about AI for tax advisory firms, or about BAFA consulting funding.