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Local AI for tax advisers: receipts, client mail and firm knowledge inside your own network

Client data is subject to confidentiality under §57 StBerG and Section 203 StGB. We set up an AI platform inside the firm network, with approved data sources, roles and documented access paths.

  • Local processing with controllable data paths
  • Connect DATEV and firm software after an interface review
  • No billing per token or per user
Reviews
WZ-IT AI Cube
Cloud Wolke HerausforderungServer NachhaltigkeitIT Beratung Service Consulting SoforthilfeTimo Wevelsiep Robin ZinsExperten für Innovation Migration AWSHetzner Hosting zuverlässig

Customers from mid-sized business, industry and the public sector, in Germany and internationally

  • Stadtwerke Brühl
  • DGHO e.V.
  • solarwerkstatt berlin
  • Krüger Dirndl
  • ABCO Water Systems
  • Golem.de
  • EVADXB
  • nextGYM
  • AInergy
  • ml&s
  • Odiseo Solutions
  • Annota
  • ARGE
  • SweetConnect GmbH
  • Aphy AG
  • CORGOS
  • Rekorder
  • SolidProof
  • Yonju
  • Keymate
  • Paritel
  • Mr. Clipart
  • Millenium
  • Negosh
  • Führerscheinmacher
  • BTI
  • Deutsche Gesellschaft für Datenschutz
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The situation

Confidentiality and AI in the tax firm: the starting point

  • Sorting, assigning and preparing client emails and incoming receipts takes time. When AI is used, the resulting data paths must be deliberately limited.
  • A DPA with a cloud provider does not define how data flows, source permissions and §203 are implemented technically. Service providers must also meet the requirements of §62a StBerG.
  • Client data combines financial, payroll and family data. A data leak affects professional duties and client trust.

Use cases

AI for tax advisers: use cases and what changes

These examples describe workflows. Data sources, permissions and professional review are defined for the concrete use case; review and approval stay with you.

Receipt recognition, classification and pre-accounting

Today

Incoming receipts are reviewed, named and assigned to the client.

With local AI

Receipts are recognised, classified and prepared with a posting suggestion. Review and posting stay with the firm.

Client email triage and pre-qualification (local)

Today

Client requests arrive mixed in the inbox and are pre-sorted one by one.

With local AI

Requests are summarised and pre-sorted by client, topic and urgency.

RAG research in BMF letters, case law and internal client history

Today

BMF letters, rulings and earlier advice to clients are searched by hand.

With local AI

Tax questions are answered from approved BMF letters, rulings and firm knowledge, each with a source reference.

  • Drafts for annual-report cover letters and client correspondence

  • Deadline and inquiry pre-check

  • Internal knowledge base on firm know-how and DATEV documentation

Our approach

Advise. Build. Operate. From one team.

Sovereign AI is a lifecycle, not a device purchase: advice, build and operations come from one team.

  1. 01

    Advise & design

    Workshop, sizing, data classification and §203 contract framework. We understand your stack, professional software and compliance requirements before we recommend.

  2. 02

    Build & integrate

    On-premise build on your hardware, RAG on your documents with access control, integration into your professional software. Plus the DPA and, on request, a written secrecy obligation under Section 203 StGB.

  3. 03

    Operate & maintain

    Updates, monitoring, model upgrades and RAG upkeep in ongoing operation. For the AI Cube, AI Cube Care runs with the device for the first twelve months and is cancellable monthly after that; handover to your team and knowledge transfer included.

Legal framework

Local AI for GDPR and Section 203 requirements

We configure and operate the local AI platform for the agreed GDPR and Section 203 scope, as an AI Cube or on your own infrastructure. This includes controlled data paths, limited permissions, documented maintenance, the appropriate DPA and, on request, written secrecy obligations for the people involved. Legal evaluation of the specific use remains with the controller and its advisers.

  • What §203 StGB prohibits

    §203 StGB protects confidential information entrusted by clients, patients and other parties. The necessary involvement of contributing persons is permitted. What matters is that access is limited to what is necessary, the people involved are bound to secrecy and the complete data and maintenance path is controlled.
  • Why cloud AI is the problem

    With public AI services, inputs and documents leave your own infrastructure. Whether a service is suitable in a specific case therefore depends not only on a DPA, but also on data flows, subprocessors, access permissions and the actual use.
  • Why local processing helps

    On-premises inference, local vector search and internally operated interfaces keep technical processing in your controlled environment. This reduces external data paths and subprocessors and allows access to be limited precisely.
  • Managed service with a secrecy obligation

    When we provide setup or operations as a contributing person, the people involved accept a written secrecy obligation and are instructed about the criminal consequences. Where personal data is involved, this is combined with a DPA, limited administrative rights and documented maintenance paths.

What we deliver for it: AVV (data-protection layer) · Written secrecy obligation (secrecy and instruction on criminal consequences) · Maintenance and access concept (necessary rights, logging and controlled paths).

This content is general information and not legal or tax advice. The specific implementation under §203 must be reviewed professionally on a case-by-case basis.

AI Cube

AI Cube as a local platform for firm knowledge

Staff receive a familiar AI chat with local models and dedicated knowledge areas. DATEV connections, document workflows and automated RAG pipelines are planned as a separate integration scope.

Delivered ready to use within 10 working daysfrom €7,999 excl. VAT one-timeDevice, setup, briefing and shipping

AI Cube

  • Compact AI appliance on NVIDIA GB10 with 128 GB unified memory and 1 TB NVMe
  • Open WebUI with knowledge bases, groups and roles
  • A local language model, a fast model for short tasks and an embedding model
  • Hardened system, firewall, HTTPS on the local network
  • Remote maintenance through NetBird, logged and switchable
  • Handover documentation, a briefing and shipping to Germany, Austria and Switzerland
  • Two-year manufacturer warranty

AI Cube Care

Care
from €349.90 excl. VAT / month

Frequently asked questions about AI in tax firms

Answers to the most important questions

Reviews & projects

What clients say about working with us

From a knowledge base with an AI assistant and local AI integration to data sovereignty and ongoing operations.

AI Platform

We were looking for a secure yet easy-to-use alternative to the large American providers and came across WZ-IT. WZ-IT advised us on choosing the right models and implemented the integration for us. Beforehand, we were able to try everything out calmly on a test instance. Today WZ-IT runs Open WebUI for us on our own domain, with a convenient Microsoft login and open-source models hosted by a German provider. Our team can now work productively with AI without resorting to external tools or shadow AI. Working together is straightforward, and questions are answered quickly and clearly. With WZ-IT we also have a partner at our side for further AI projects. (translated)
Carl-Frederic KornHead of E-Commerce & Online Marketing, Krüger Dirndl GmbH
See the AI platform

Knowledge Management & AI

The knowledge from many years in the solar industry lived in the head of our former managing director, and it still lives in the heads of our employees today. We wanted to secure it, not as a folder full of notes, but in a way that lets us ask questions in daily work and get reliable answers. WZ-IT advised us from the start and weighed different approaches and knowledge management systems against each other with us before we decided. What was built is a custom knowledge base with an AI assistant that brings together conversations, notes, documentation and manuals: from the platform through onboarding our team to support in operation. Conversations are transcribed and facts are extracted; we review and correct everything ourselves before it is stored, because we do not want to trust an AI blindly. The system runs in our own environment, and the data stays with us. What surprised us was how efficient it was: WZ-IT used existing open-source software and extended it specifically for our requirements, instead of selling an expensive custom build from scratch, as is often usual with IT service providers. Timo and Robin understood our actual problem, preserving knowledge during the generational handover, and implemented it step by step: from the proof of concept through setup and validation with our own data to productive operation, explaining everything clearly along the way. Next, we want to extend this to the knowledge of our employees, so that this does not depend on individual people either.
Joshua von AmelnManaging Director, solarwerkstatt berlin GmbH
See knowledge transfer

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International

Selected projects

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.

Enquiry

Assess local AI for Tax Advisors

Describe the workflow and data that should be processed locally or in a controlled environment.

  • Straight with Timo and Robin - no sales team, no pitch
  • A professional assessment of your situation
  • Concrete next steps for infrastructure, software or AI

The conversation is free and non-binding.

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
Timo and Robin, founders of WZ-IT

What support do you need?

One concrete workflow is sufficient for the initial assessment.

We usually respond within one business day. Please do not submit confidential content.

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