Müller & Partner Steuerberatungsgesellschaft, 12 employees
A tax firm drowning in client receipts, deadlines and the same questions every month while qualified staff are scarce.
How it works
- Check the numbers. Each step shows the hours your company spends on it per week. Click a number to change it, or set it to 0 if the step does not exist for you.
- Insert building blocks. Click a coloured block in a step. Below it you read in plain words what the AI would do there and what stays with your people. The shadow under the step shrinks.
- Read the result. The dark bar at the bottom shows the key figures; the full calculation with cost, return and a curve is below the departments.
Block colours show how you get it:
A dashed box means no building block exists yet.
Where AI helps most here
Start with what saves the most. Many blocks run on the same platform (e.g. one AI workplace for the office): you buy it once, and every further step only needs configuring.
Biggest single levers
Packages: many steps in one go
Link copied. It holds all your settings, nothing is stored on a server.
The company from above
Each building is a department. Its height shows how much work happens there, each window is a recurring task, and the shadow on the ground is the manual work. Click a building to open it. Windows light up where AI helps, and the shadow gets shorter.
Client Reception & Inbox
10 steps, 46 h per week
Client requests
- Answer & route callsReception h/week
- Triage & assign emailsReception h/week
- Answer status & deadline queriesClerk h/week
- Schedule appointmentsReception h/week
Client meeting
- Prepare meetingTax advisor h/week
- Hold meetingTax advisor h/weekHands-on work, AI can hardly help
- Notes & minutesTax advisor h/week
New client intake
- AML identificationTax advisor h/week
- Engagement letter & mandatesClerk h/week
- Create master data in DATEVClerk h/week
Bookkeeping & Payroll Hall
14 steps, 118 h per week
Receipt flow
- Chase missing receiptsClerk h/week
- Sort & assign receiptsBookkeeper h/week
- Code & post receiptsBookkeeper h/week
Monthly bookkeeping
- Match bank transactionsBookkeeper h/week
- Clear open itemsBookkeeper h/week
- Review VAT pre-returnBookkeeper h/week
- Prepare & comment management reportCertified accountant h/week
- Plausibility check of accountsCertified accountant h/week
- Cash book & small-client bookkeepingBookkeeper h/week
Payroll
- Collect client payroll dataPayroll clerk h/week
- Run payrollPayroll clerk h/weekHands-on work, AI can hardly help
- Payroll plausibility checkPayroll clerk h/week
- Filings & certificatesPayroll clerk h/week
- Questions from client employeesPayroll clerk h/week
Tax & Annual Accounts Desk
14 steps, 96 h per week
Annual accounts
- Gather documentsCertified accountant h/week
- Closing entries & reconciliationCertified accountant h/week
- Write notes & explanatory reportCertified accountant h/week
- E-balance sheet & filingCertified accountant h/week
- Review & closing meetingTax advisor h/weekHands-on work, AI can hardly help
Tax returns
- Capture client documentsTax assistant h/week
- Enter returnsTax assistant h/week
- Plausibility & optimisation checkTax advisor h/week
- Research tax lawTax advisor h/week
Notices & deadlines
- Read & check tax noticesTax assistant h/week
- Draft objectionsTax advisor h/week
- Monitor deadlinesClerk h/week
- Tax office correspondenceTax assistant h/week
- Assess audit requests & support tax auditsTax advisor h/week
Partners Office & Back Office
10 steps, 28 h per week
Fees & billing
- Record time & servicesAll staff h/week
- Create fee invoicesAdmin h/week
- Fee dunningAdmin h/week
People & knowledge
- Screen applicationsPartner h/week
- Onboard trainees & new hiresCertified accountant h/week
- Training & circularsAll staff h/week
Office, IT & compliance
- Scan & file incoming postReception h/week
- IT support & DATEV operationsAdmin h/week
- GDPR, AML & professional rulesPartner h/week
- Backup & access rightsAdmin h/weekHands-on work, AI can hardly help
Your calculation
Example calculation for orientation. Prices, hours and savings are estimates for a fictitious company, not an offer, a promise or advice. Your real figures depend on your processes, your software and the providers you choose.
Insert building blocks or a package to see the calculation.
What you put in
Click a row to see the individual building blocks.
What comes back
- Time saved
- Value of that time
The value is working time that becomes free for other work; it is not automatically lower wages. The curve counts the freed time from the first month on. All figures are rough estimates.
Parts list for your selection
| Block | Used in | Saves | Value per year | One-off | Monthly | Data | Risk of failure |
|---|
Every row shows the amount that goes into your calculation; the rows add up to the totals. Blocks on a platform (AI workplace, automation, transcription, accounting AI, ...) only cost their configuration; the platform itself appears once with its rollout and its seats or base fee (prices researched 2026). Stand-alone solutions use the middle of the catalog price band, scaled to the size of the company.
Assumptions and sources
Team: 2 partners, 1 employed tax advisor, 4 bookkeepers/payroll clerks, 2 tax assistants, 1 reception, 1 admin, 1 trainee. Hours are estimates for the whole firm per week; no external study was fetched for this model, so figures are plausible estimates from typical German tax-firm workflows (monthly bookkeeping, payroll, annual accounts, returns), including GoBD, GDPR and AML duties. About 75 percent of capacity is modelled; the rest is leave, sickness, unbilled time and breaks.