Every client gets their own document checklist, built from last year. We build AI software for tax firms and connect it to ADDISON and ADDISON OneClick.
Wage tax certificate, donation receipt, tradesman’s invoice: what was in last year’s return is needed again this year. Our software turns it into the right checklist for each private client, ticks off what comes in and chases the rest. Your team starts the return once everything is there.
How we work with your firm
AI audit for your tax return season
We look at how you request documents and what ADDISON already handles. €500, credited in full when you go ahead with implementation.
Pricing and AI auditBuild and connect the software
We build the checklists and reminders, connect them to ADDISON OneClick and take care of hosting and maintenance. Small solutions from around €2,000.
SolutionsTrain your team
Your staff learn to check lists and reminders and to use AI in confidence.
WorkshopsWhat the software takes over
A checklist from last year
Last year’s return becomes a list for this one client only: wage tax certificate, nursery invoice, service charge statement.
Tick off what arrives
Whether documents come by email, by post or through ADDISON OneClick, the software sees which item on the list is done.
Chase the rest
If something is still missing after three weeks, it drafts a short reminder naming exactly those items. Your team sends it.
Illustrative use case
From last year’s return to a complete file
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01
Write the list
In February the software reads a family’s 2024 return and writes the list for 2025: two wage tax certificates, nursery, tradesmen, donations, pension contributions.
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02
Tick off
The family uploads five documents to ADDISON OneClick and emails one more. The software ticks off six of seven items.
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03
Remind and start
The donation receipt is missing. The software sends a reminder about exactly that, and once it arrives it tells your team: this return can start.
Client data stays where you decide.
An income tax return says a lot about a family. You decide where the software reads it.
- Confidentiality in the contract, as § 62a StBerG and Section 203 of the German Criminal Code require.
- A data processing agreement under the GDPR, signed before the software sees real data.
- Your data never trains AI models, and every access is logged.
Connected to ADDISON
Where ADDISON OneClick offers an interface, we create documents and open items directly there. Otherwise your team moves them across from a work list with one click. You keep using the document recognition in OneClick and the ADDISON KI-Assistent; our software makes sure everything has arrived first.
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Your team practises on real client post
In the training your team works with messages from tax return season. Use the switch to see what a cloud AI gets to see.
“Hi all, attached are the wage tax certificates for both of us. We had a different nursery this year, the invoice is still to come. We didn’t make any donations in 2025. Best, Person 7730Lars Hoffmann”
- Your server inserts placeholders
- Cloud AI does the work
- Your server puts the names back
Only your server knows which placeholder belongs to which person.
- Message arrives
- The AI on your server handles it in full
Nothing leaves your firm.
Tick off two items
Check that both certificates are for 2025 and for the right person.
Note the new nursery
Leave the item open and expect the invoice that was announced.
Adjust the list
Take donations off this year’s list so that no reminder goes out.
Questions about ADDISON
Doesn’t ADDISON have its own AI assistant?
Yes. It summarises tax assessments, for example, and answers questions about documents your team uploads. Our software works before that: it makes sure every client’s documents arrive complete.
What about clients who don’t use OneClick?
They keep sending by email or post. The software reads those too and ticks them off on the same list.
What does it cost?
The initial call is free. The AI audit costs €500 and is credited in full when you implement with AI Værk. Small solutions start at around €2,000. Hosting and support are listed separately in the proposal.
When should we start?
Ideally a few weeks before tax return season. Then the lists are ready when the first wage tax certificates arrive in February.
How many returns in your firm are waiting for documents?
Tell us in a free initial call how you request documents today. We show you what the software takes over and what it costs.