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IndustriesTax advisoryTax advisory firms and accounting

The annual accounts are ready before the client arrives.

Read documents, take over values, compute ratios, build the client presentation in your firm's layout. Check the tax office account and the SVS account for each client. Sourced and under your rules. Your team checks and approves.

See your agent liveSee the platform

30 minutes · no obligation

CaseAnnual accounts to presentation0/6
  1. Documents
  2. Read
  3. Compute
  4. Check
  5. Present
  6. Approve◆
Ready for approvalExample

01 · Starting point

What holds your people up today.

  • 01Typing values from PDF, scan and Excel into the accounting software.
  • 02Computing ratios and filling slides for every closing meeting.
  • 03These hours can hardly be billed. And they are missing where clients need you.
  • 04No time for a project next to daily work.

02Processes

From intake to approval.

These are the processes we map for your industry. At the points you set, a person decides.

  • 01

    Annual accounts to presentation

    If a document is missing, you see it before the meeting. Not during it.

  • 02

    Tax office and SVS account check

    When a client calls, you have the tax office and SVS on one page.

  • 03

    Monthly VAT return

    From receipt intake to approval. Every month, for every client.

  • 04

    Client onboarding

    Master data that fits the legal form. Contracts from your templates.

  • Outlook

    Your process. On the same platform.

    Your process is missing? We map further processes on the same platform. You describe it in plain words, we set it up with you.

    Discuss your process

03Figures

The pressure is measurable.

  • 23 %

    of sole-practitioner firms were fully staffed in 2024. In 2018 it was 52 %.

    BStBK STAX 2024 (DE)

  • 57 %

    of receipts still reach the firm on paper.

    DATEV-Digitalisierungsindex 2018 (DE-Referenzwert)

04Principle

The AI reads. The software computes. Your team decides.

4.812.330

↳ JA_2025.pdf · p. 14, line 3

01

The AI reads.

For every figure you see where it comes from: document, page, quote. One click takes you there.

34,2 %

Equity / total assets · fixed formula

02

The software computes.

Fixed formulas, not AI. The same inputs give the same result. You see the calculation path for every value.

Approve

Name · time · reason in the audit trail

03

Your team decides.

Nothing changes and nothing leaves without approval. Who, when, what and why is written to the audit trail and cannot be altered.

Agents for this industry

Operations

Hosted in Europe or in your own house. Your data is kept apart from other firms.

Deployment & hosting

Rules we map to

  • BAO
  • UGB
  • EStG
  • UStG
  • KStG
  • GSVG
  • DSGVO
  • § 132 BAO

Structural mapping.

Marcus M. Ziegler

Founder & CEOBirgitz, Tyrol--:--

A demo directly with Marcus.

30 minutes on your example. Marcus shows you what the LumeSec AI Platform can do. Afterwards you know what an agent takes over for you.

30 min · Microsoft Teams · German or English

What should we look at?

We show: the annual accounts from the RZL or BMD export up to the client presentation

Pick a time
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