Check assessment notices
Today
Notices are compared with the return line by line.
With the AI platform
Upload the scan and the return; the AI lists differences and notes with page numbers. The tax advisor decides on any objection.
AI for tax advisors: an AI platform from Germany, committed under §62a StBerG
Your firm checks assessment notices, answers client mail and searches firm knowledge without handing client data to US services and without hardware of its own.
- Commitment under §62a StBerG
- No hardware of your own
- Ready in a few working days
Starting point
What tax firms must consider with AI services
Notices, client mail and research keep growing. §62a StBerG sets out which service may see client data.
§62a StBerG and Section 203 StGB
An AI service may only see client data if it is bound in text form, together with all further parties.
Consent or redaction
For open AI services the BStBK advises consent or anonymisation. Both cost time on every task.
Peaks in filing season
Notices and queries arrive in batches, and checking them ties up qualified staff.
Skilled staff are scarce
Client mail and research grow while new qualified staff are hard to find.
Use cases
AI in the tax firm: notices, mail, expert knowledge
The AI delivers drafts and sources. Review and approval stay with you.
Answer client enquiries
Today
Questions about documents and dates are worded from scratch every time.
With the AI platform
An assistant drafts replies from your circulars and checklists in the firm's tone. Review and sending stay with the firm.
Search the firm handbook and BMF letters
Today
Work instructions, BMF letters and earlier opinions are searched for in file shares.
With the AI platform
Questions to approved knowledge bases, every answer with a source. The uploaded version is authoritative; you switch on web search only when needed.
What it looks like
The platform in your team's daily work
Open WebUI in the browser, with models operated in Germany by German providers. Stops from your work, plus web search and your own knowledge base.
Full walkthrough01Read notices
Scan a notice, see differences to the return
Upload the scanned notice and the return. Text recognition reads the scan and the AI lists differences and notes for review.
- Text recognition
- Vision
- Dictation
- Read aloud
02Firm knowledge
Expert questions to the handbook and BMF letters
Store BMF letters, the firm handbook and checklists in knowledge bases. Every answer cites its source; the uploaded version is authoritative.
- Sources
- Reranking
- Access per group
03Client mail
Draft replies in your firm's tone
Set the instructions, model and client circulars once. The team picks the assistant and gets drafts to check before sending.
- Assistants
- Prompt library
- Templates
04Web search
Check the basic allowance and BMF letters on the web
New figures, BMF letters and deadlines often appear on the web first. Web search provides them with sources; commentaries and case law stay in your specialist database.
- Web search
- Attach web page
- Can be disabled per group
05Create a knowledge base
Your own documents as a knowledge base, called up with # in the chat
Create a knowledge base, upload files, sync whole folders or add web pages and text. In the chat, a # brings in the collection and the answer cites its source.
- Collections
- Folder sync
- Access per group
§62a StBerG
A contract chain in which every link is bound
§62a StBerG requires a commitment in text form with instruction, including further parties. Our Section 203 supplementary agreement extends to the AI hosting of the models.
Your team
Sign-in via SSO with your multi-factor authentication, permissions per group.
- SSO
- MFA
WZ-IT
Setup and operations, DPA and Section 203 supplementary agreement, staff bound in writing.
- DPA
- §203
Instance
Dedicated instance per organisation, no shared platform; data centres in Germany run by German providers, with DPA and Section 203 supplementary agreement.
- Germany
- DPA
- §203
Models
AI hosting by a German provider in Germany, no transfer abroad, no US provider, no training.
- Germany
- DPA
- §203
Process
Your own AI platform in four steps
You test with your team first, then decide.
- 01
Initial call
Clarify users, tasks, sign-in and requirements.
- 02
Test instance
Test for 7 days free of charge with non-critical data; the test instance is not Section 203 compliant.
- 03
Quick start
Within a few working days: set up instance, domain, users and SSO, plus a one-hour walkthrough.
- 04
Operations
We handle updates, backups, monitoring and new models.
Packages
One price per organisation, tiered by users
Everyone with access counts. A firm with up to 25 staff usually fits Team.
Start
For small firms, practices and teams.
€149.90/ month
- 10 users included
- 75M tokens per month (fair use)
- SSO and Section 203 agreement included
Team
For growing firms and departments.
€399.90/ month
- 25 users included
- 300M tokens per month (fair use)
- SSO and Section 203 agreement included
Business
For organisations with several teams.
€699.90/ month
- 50 users included
- 600M tokens per month (fair use)
- SSO and Section 203 agreement included
Organisation
For larger organisations and public bodies.
€1,199.90/ month
- 100 users included
- 1bn tokens per month (fair use)
- SSO and Section 203 agreement included
Terms and notes
All packages include
- Dedicated instance on your own subdomain or domain
- All models, knowledge bases, assistants and text recognition
- Hosting in German data centres of German providers, no US clouds
- DPA and Section 203 supplementary agreement
- Updates, daily backup and 24/7 monitoring
- Next-business-day support, various service levels available
Optional onboarding package for €990 once: knowledge base with your documents, assistant templates and two hours of training documented under Article 4 of the AI Act. Additional users €14.90 each per month, up to 150 users in the Organisation package; beyond that a custom offer. Cancel monthly.
All prices are net and exclude statutory VAT. The offers are addressed to businesses.
Related
More about the AI platform
All features and models on the main page, plus related options for your situation.
Overview
WZ-IT AI platform
Features, models, contract chain and packages at a glance.
from €149.90 excl. VAT / monthGo to overview On-premisesLocal AI for tax advisors
AI in the firm network, DATEV connection as a project.
View local option Audit and tax practicesAI for auditors
The same platform with a commitment under §50a WPO.
ViewFrequently asked questions: AI for tax advisors
Professional rules, data protection, prices and use
- Yes, if the AI provider is committed as a service provider under §62a StBerG; the Federal Chamber of Tax Advisors classifies it this way in its AI FAQ (27 January 2026). The contract needs text form, a confidentiality obligation with instruction on the criminal consequences and the commitment of all further parties. WZ-IT concludes a Section 203 supplementary agreement with your firm for this; our hosting providers are bound by the same supplementary agreement. This is not legal advice.
- §62a(5) StBerG requires it where a service directly serves a single mandate rather than the firm's general IT. The BStBK considers it unclear whether AI falls under this and recommends consent in advance for sensitive data. The decision lies with your firm. This is not legal advice.
- No. Bookkeeping, returns and deadlines stay in your practice software, commentaries and case law in your legal database. The platform handles drafts, summaries and questions about documents you upload; web search finds public sources such as BMF letters but does not replace a specialist database, and the platform is not connected to DATEV.
- It reads scanned notices with text recognition and lists differences to the return you upload alongside, each with page numbers. The tax advisor decides whether an objection makes sense; you keep recording deadlines in your deadline system.
- Up to 10 people need Start for €149.90, up to 25 staff Team for €399.90; larger firms choose Business (50 users, €699.90) or Organisation (100 users, €1,199.90), each net per month. The DPA and commitment under §62a StBerG are in every package, Start included. A test instance runs free for 7 days first; it is not Section 203 compliant, so test without client data.
- The AI platform is the start without hardware of your own, with a fixed monthly price and operation by WZ-IT. If client data must not leave the firm network or a DATEV connection is planned, the on-premises AI Cube fits; the connection is a separate project there.
Reviews & projects
What clients say about working with us
From local AI integration to architecture, data sovereignty and ongoing operations.
WZ-IT moved our studio infrastructure from decentralised individual devices to a central platform: every site is securely connected via VPN, new devices are onboarded automatically and an entire site is provisioned from a template, without manual steps on location. What impressed me most is the breadth and depth of their knowledge: Timo and Robin are not a typical IT provider who sets up a server and leaves. The two of them think their way into highly complex infrastructure and software topics, work through every requirement we put in front of them, and build networking, provisioning and operations so that everything fits together in the end. WZ-IT is an excellent partner for complex software, network and architecture projects.
Steve KirchnerManaging Director, nextGYM GmbH
International
Built in Germany's Ruhr Valley. Running worldwide.
WZ-IT designs, develops and operates infrastructure and software for clients in Germany and internationally. We deliver projects remotely and continue supporting them in ongoing operations after go-live.
Selected projects
- LiveRemote access platform for distributed water treatment plantsABCO Water Systems · Australia · Secure Access & OT
- 81%AWS migration with substantially lower operating costsEVA Real Estate · UAE · Cloud exit & infrastructure
- 98%Provision new sites in minutes instead of hoursnextGYM GmbH · Germany · Automation & IoT
Read client reviews
- Integrate a local AI solution
- Modernize your infrastructure - sovereign
- Design an open-source AI architecture
- Plan a sovereign open-source stack
- Secure your Proxmox & backup setup
- Modernize your legacy software
- Cut cloud cost - up to −81%
- Build a high-availability Proxmox cluster
- Virtualize with Managed Proxmox
- Get collaboration fully managed
- Ship your prototype to production
- Connect sites and clusters securely
Enquiry
Test the AI platform or choose a package
Tell us your number of users and tasks. We set up the test instance or recommend the right package.
- Straight with Timo and Robin - no sales team, no pitch
- An honest take, including when we are not the right fit
- Concrete next steps for infrastructure, software or AI
No risk: worst case, you leave with a clearer understanding of your project than before.
WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.
Jakob ÖschlbergerInno7 GmbH
WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.