Receipts without chasing
The digital employee sees what is missing, asks the client, reminds and files.
Solutions
AI for tax advisors.
In short
Agentiq gives tax firms digital staff for the work before the advice: requesting missing receipts, putting queries to clients and collecting answers, running deadlines and appointments as jobs, ordering documents. The tax assessment stays with the advisor, every message is labelled as AI. Your own workspace, hosted in Germany, operated in the EU.
The difference
What is different at Agentiq.
Queries in your words
You approve the first query of every kind. After that it runs by your pattern.
Deadlines as jobs
Filing deadlines, appointments and follow-ups stand with a date and an owner, not in a spreadsheet.
No cold outreach, no surprise
Clients are only contacted when a mandate, an enquiry or consent exists.
Who it is for
When this fits.
- 01Firms with many small mandates
Many receipts, many queries, little time per mandate.
- 02Firms that are growing
New clients arrive faster than new staff.
- 03Firms that want to keep responsibility
The assessment stays with the advisor, the groundwork is handed over.
The way in
How it begins.
- 01The conversation
About 25 minutes about your business, in your words. No forms.
- 02The first draft
Departments, roles and first jobs, built from the conversation. You approve.
- 03The operation
It runs. What matters waits for you. The rest gets done, and you see everything.
Questions
What people ask.
Does the AI do the bookkeeping?
Digital staff take over the work around bookkeeping: requesting, querying, ordering, reminding. The tax assessment and the return stay with the advisor.
What about my practice software?
Agentiq works with the inbox, the calendar and the tools you use. What can be connected, we settle in the first conversation.
How safe is client data?
Own workspace, hosting in Germany, operation in the EU, deletion as a routine job. No other customer shares your workspace.
Does the AI write in my name?
In the firm's name, labelled as AI. The first piece of every kind waits for your approval.
Should your company do this on its own?
Describe in five minutes what keeps piling up. We answer in writing and with a proposed date.
