AI for Tax and Accounting Advisory Firms
Robust Data Solutions connects the programs your tax and accounting advisory firm already uses—accounting, payroll, income tax, email and client documents—to a single screen with artificial intelligence, and automates the repetitive work, such as the income tax campaign, with Robust Autopilots. A person reviews every return before it is filed.
No change of software, with permissions per person, a log of every operation and the law first. Your team gains capacity for the busy seasons—income tax, closings and quarterly filings—without hiring anyone.
What we automate in a tax and accounting firm
Your whole firm on one smart screen
At a tax and accounting firm, a good part of the day goes into moving information: downloading what the client sends, working out where it goes, copying it from one program to another and replying that a document is missing. We connect the programs your team already uses to a single artificial intelligence: it works with your clients’ data where it already lives, and you direct it by talking, by text or by voice.
Documents filed, missing items requested
What the client sends by email is recognized and filed in their folder. If something is missing, the AI drafts the email asking for it, and it goes out once your team confirms it. People only look at what needs judgment.
Accounting, payroll and income tax, connected
The AI looks things up and prepares the work in your accounting, payroll and income tax programs, where the information already is. We add, we don’t replace.
Ask your firm
Which clients still owe their income tax documents? What’s left to close the quarter? You ask out loud and it answers with the data from your programs.
Closings and quarterly filings
The AI gathers each client’s data and prepares every closing and every quarterly filing for review, with anything outstanding flagged. The person in charge reviews and files.
Replies to clients
The AI drafts the reply to your clients’ questions with the data in their file and your firm’s style. You review, correct and send.
Robust Autopilots
Autopilots that handle the repetitive work on their own, always with a person in charge: an email comes in, they understand it, prepare the reply or the document, and you see it, stop it or correct it.
The income tax campaign, with human oversight
The AI prepares; a person reviews every return
It’s a real, anonymous case: a tax and accounting advisory firm. We started with the diagnosis and measured that 53.4% of the team’s productive time—more than half—went into moving information from one place to another: reading and answering emails, looking for documents and copying data from one program to another (our own diagnosis, 2026). Then came the income tax campaign, with the whole workflow automated by Robust Autopilots and Human in the Loop: a client’s income tax documents arrive by email, they’re filed, the paperwork is prepared, and a person reviews and approves it. No return is filed without that review.
Before and after in the income tax campaign:
| With Robust Autopilots | Before |
|---|---|
| The client’s documents | |
| They arrive by email and are filed automatically in each client’s folder. | Someone downloads them, renames them and saves them by hand. |
| Preparing the paperwork | |
| It’s prepared with the data already in your programs. | Data is copied from one program to another. |
| The review | |
| Unchanged: a person reviews and approves every return. Nothing is filed on its own. | A person reviews and files. |
| How the campaign is going | |
| You ask out loud: what’s pending and who it’s waiting on. | Tracking spreadsheets and asking each person. |
| Where the team’s time goes | |
| Reviewing, deciding and serving the client. | Largely, moving information from one place to another. |
Professional secrecy and the GDPR come first
Guardrails: control is part of the system
A tax and accounting firm works with its clients’ tax, payroll and banking data, and has to be able to show who has seen what. That’s why control isn’t in the fine print: it’s in how the system works.
Permissions per person
Everyone at the firm signs in with their own identity and only sees and does what their permissions allow. What they can’t do in the program, they can’t do with the AI either.
Strong authentication
Strong authentication for every user. No shared accounts.
A record of every operation
What was looked up, what was prepared and who approved it is logged: who, what and when.
Confirmation before writing
Nothing is written, changed, sent or filed without a person seeing it and confirming it.
Human in the Loop: AI proposes, a person decides
Our AI works with your data and never decides on its own: it proposes, and a person always makes the final decision. No sensitive action (money, contracts, customer data) is carried out without confirmation. Before anything changes, you see what it’s going to do and approve it.
Does it work with our management software?
Your program is still your program
There’s no need to change your accounting, payroll or income tax program. We connect all the ones your team already uses, today’s and tomorrow’s, starting with the main ones: the ones your people spend the most hours in every day. Including good old-fashioned email, not just Google or Microsoft.
We don’t install a connector: we build it. Every connection is custom development for your programs and your firm’s rules, not a generic connector that works the same for everyone.
If one of them is very old —say, a custom database built years ago— we first bring it up to date: we rescue its data and move it to a modern program, custom-built if needed, that can then be connected securely. The same goes if part of your information lives in Excel. We assess this in the diagnosis, before we start.
We add, we don’t replace. Your accounting program is still your accounting program and your email is still your email. If you ever stopped working with us, you’d keep working exactly as you do today. And you have a documented exit plan to get your data back in a usable format.
More detail: how we connect AI to your programs and how to connect ChatGPT or Claude to your ERP.
Where to start
First, find out where the time goes
We always start with a diagnosis: we study how your firm works, which programs your team uses and where the time goes, with your real data. At that tax and accounting firm, that’s how we measured that 53.4% of the team’s productive time went into moving information from one place to another.
Up to 30% more capacity
Up to 30% more team capacity, for the same payroll, measured in diagnoses of real companies. Run the numbers for your own firm: if your annual payroll is €300,000, it’s like having up to €90,000 more capacity to get things done. Without hiring anyone, right when tax season comes around.
The diagnosis is yours
If you decide not to go ahead, the diagnosis is still yours: you take away a snapshot of how your firm works today and the roadmap to move forward. It has value on its own. What the diagnosis involves
The law comes first: GDPR and the EU AI Act
In artificial intelligence, the law comes first
In many AI projects, data protection and security are left until the end. Or not dealt with at all. Here they come first.
- Every project goes through a regulatory compliance review: data protection and the EU AI Act.
- Our data protection and regulatory compliance partner, Forrellat Consultors, is also our Data Protection Officer registered with the Spanish Data Protection Agency (AEPD), and reviews the data protection documentation of every project before it is signed.
- Before we touch a single piece of data: non-disclosure agreement and data processing agreement signed.
- Each person signs in with their own identity and only sees and does what their permissions allow. Every operation is logged: who, what and when.
- Data in Europe: processing on the platform runs on AI infrastructure and services located in the European Union. Using Claude or ChatGPT as the work interface is covered by the provider’s data processing agreement, with the European Commission’s standard contractual clauses.
It isn’t a certification: it’s a documented process, and we’ll show it to you.
Frequently Asked Questions
What tax and accounting firms usually ask us
Which tasks at a tax and accounting advisory firm can be automated with AI?
The ones that consist of moving information, and those are the ones we automate: filing the documents clients send and asking them for whatever is missing, preparing closings and quarterly filings with the data already in your programs, drafting replies to routine questions, running the income tax campaign and tracking how each campaign is going. Whatever needs judgment—reviewing, deciding, advising—stays with your team, and a person approves everything that leaves the firm.
Does the AI file returns on its own?
No. The AI prepares and a person decides: every return is reviewed and approved by a person before it is filed. It’s our rule for everything: our AI works with your data and never decides on its own; it proposes, and a person always makes the final decision.
Does it respect professional secrecy and the GDPR?
Yes: control is part of the system. Each person signs in with their own identity and strong authentication, and only sees the clients and data their permissions allow. Every operation is logged: who, what and when. Before we touch a single piece of data, we sign the non-disclosure agreement and the data processing agreement, and our data protection and regulatory compliance partner, Forrellat Consultors, reviews that documentation before it is signed.
Does it work with our management software?
Yes, whoever the vendor is. We connect all your firm’s programs, today’s and tomorrow’s, starting with the main ones: the ones your team spends the most hours in. Including good old-fashioned email, not just Google or Microsoft. We don’t install a generic connector: we custom-build it for your programs. In most cases there’s no need to change programs. If one of them is very old —say, a custom database built years ago— we first bring it up to date: we rescue its data and move it to a modern program, custom-built if needed, that can then be connected securely. We assess this in the diagnosis, before we start.
Can I use it by talking, from my phone?
Yes. From your phone, with the Claude app, you have a real voice conversation: you ask which clients still have their income tax return pending or what’s left to close the quarter, it answers out loud and does what you ask in your programs, with the same permissions and confirmations.
Are there tax and accounting firms already working this way?
Yes. At a tax and accounting advisory firm, the Robust Data Solutions diagnosis measured that 53.4% of the team’s productive time went into moving information from one place to another (our own diagnosis, 2026). Then came the income tax campaign, with the whole workflow automated by Robust Autopilots and a person who reviews and approves. We don’t give names: all our cases are anonymous.
Does it work for tax, payroll and accounting advisory firms, and for law firms?
Yes. A tax, payroll or accounting advisory firm works the same way: clients, documents, email and deadlines. For law firms we also offer Legal AI, with verified citations and professional secrecy first.
Last reviewed: October 15, 2026
Tell us how your firm or practice works
How your team works, which programs it uses and which tasks eat up the most time during tax season. With that, we’ll show you how it would fit your firm.