In a tax firm AI agents take on the groundwork: sorting the inbox into enquiries, invoices and appointments, preparing replies to client questions, coordinating appointments and reminding you of open points at the agreed time. The tax assessment and the return stay with the advisor. Every AI message is labelled, and your data lives on servers in Germany.
What do the agents take on?
Inbox sorted
The Posteingangs-Agent sorts new messages into enquiries, invoices, appointments and advertising and prepares replies.
Follow-up without a list
The Nachfass-Agent keeps track of open points and follows up at the agreed time.
Appointments coordinated
The Termin-Agent proposes suitable times and enters confirmed appointments.
Notes as tasks
The Protokoll-Agent turns meeting notes into a summary with tasks and deadlines.
Who is this for?
- Firms with many small mandatesMany messages, many questions, little time per mandate.
- Firms that are growingNew clients arrive faster than new staff.
- Firms that keep responsibilityThe assessment stays with the advisor, the groundwork is handed over.
How does Agentiq Hire help?
Digital staff who do the recurring work.
- Ready agents with a clear task
- Set up for you, no technical knowledge needed
- Every agent steerable and pausable on its own
From €149 a month, net, plus VAT.
Frequently asked questions
Does the AI do the bookkeeping?
No. The agents take on the groundwork: sorting, preparing, reminding. The tax assessment and the return stay with the advisor.
Does it work with Lexware or orgaMAX?
From the Business tier Lexware, orgaMAX, CRM and inventory systems are connected, in every tier email, calendar and file storage.
How safe is client data?
Your data lives on servers in Germany, and we use AI only in data centres in the EU. You receive the data processing agreement and the list of providers from us.
Does the AI write in my name?
Only if you set it that way, and always labelled as AI. On “Prepare only” an agent writes drafts only.