Automation · Tax Firms

Automate your tax firm: routine work out, time back for client work.

NordFlux builds digital employees that automate your firm's processes: chasing receipts per client, pre-sorting the inbox, monitoring deadlines and follow-ups. DATEV stays your system of record, we automate everything around it. Hosted in the EU, with full data sovereignty.

The problem

Your specialists do work that doesn't need specialists.

Your team chases receipts, answers the same question for the tenth time and keeps deadline lists by hand. At the same time, you haven't found a tax assistant for months.

  • 01Collecting receipts costs days every month: reminding, chasing, reminding again, one client at a time.
  • 02Clients call and email asking about status, documents and appointments, always the same information.
  • 03Deadline control runs on Excel lists, sticky notes and word of mouth, and every missed deadline is a liability risk.
  • 04The inbox mixes tax office mail, client receipts and time-critical matters, and someone has to sort it all by hand.
Use cases
01

Automate firm processes: five starting points.

We start where the most time drains away in tax firms. Every workflow is tested with real cases from your firm.

01

Automatic receipt chasing

The system recognises per client which receipts are missing for bookkeeping or the annual accounts and reminds them automatically by email: friendly, in your firm's tone, with escalation after the deadline passes. Your team only follows up where truly nothing comes in.

Saving 3–5 h per week
02

Pre-sort the inbox

Incoming emails and scanned mail are classified automatically: tax office, client, time-critical matter. Time-critical matters go straight to the responsible person, the rest into the right client folder.

Saving 1–2 h per day
03

Deadline and follow-up monitoring

Deadlines from notices and letters are recorded, monitored and escalated in time. Follow-ups remind the responsible person automatically instead of getting lost in an Excel list.

Impact No deadline risk by word of mouth
04

Internal knowledge assistant

An AI assistant that works solely on your firm's knowledge: work instructions, templates, client history. New employees ask the assistant instead of the colleague who is stuck in the annual accounts right now.

Impact Faster onboarding
05

Client onboarding

New engagements go through a fixed workflow: capture master data, request powers of attorney, set up access, send the document checklist. Nothing is forgotten, nothing is created twice.

Saving 2–3 h per engagement
Tools

Automation around your DATEV world.

Your firm software stays the system of record. We automate the supporting work: email, documents, reminders, knowledge.

Workflows
n8n

The workflow platform connects inbox, document storage and email dispatch and runs on EU servers or on your own infrastructure. Every workflow is documented and traceable.

Firm knowledge
AI knowledge assistant

An assistant that answers only from your firm's knowledge and never feeds client data into external training data. Ideal for onboarding and recurring internal questions.

Microsoft 365
Microsoft 365 automation

If your firm works with Outlook, Teams and SharePoint, we automate right there: mailbox rules, filing structures, follow-ups. Without an extra system your team has to learn.

How we work

The 30-day model.

From the first analysis to running automation in 30 days, at a fixed price. You know what it costs before you start.

1

Free first analysis

60 minutes, no obligation. We look at your processes and tell you honestly what is worth it and what is not.

2

Concept and fixed price

You receive a concrete offer with a process description, effort and fixed price. No open timesheets.

3

Implementation

We build the automation and test it with real cases from your firm until it runs smoothly.

4

Handover and training

Your team learns to operate and adjust the workflows. You keep control, even without us.

Related service

When the firm's knowledge hangs on two heads.

Often the bottleneck isn't the process but the knowledge: how do we handle client X, where is the current template? An internal knowledge assistant makes firm knowledge queryable before the next specialist leaves.

View AI knowledge assistant
Free first analysis

How many hours of routine work sit inside your firm?

In the free first analysis (60 minutes, no obligation) we work out together where automation pays off in your firm. You get an honest assessment, not a sales pitch.

  • Fixed price instead of open timesheets
  • EU hosting and full data sovereignty
  • DATEV stays exactly as it is
Frequently asked questions
05

What tax advisors often ask.

Müssen wir DATEV ersetzen, wenn wir unsere Kanzleiprozesse automatisieren?

Nein, DATEV bleibt Ihr Führungssystem. Wir automatisieren die Abläufe drumherum: Posteingang, E-Mail-Kommunikation, Erinnerungen, Dokumentenablage. Die Automatisierung liefert Ihrer Kanzleisoftware zu, statt sie zu verdrängen.

Ist Automatisierung mit der berufsrechtlichen Verschwiegenheit vereinbar?

Ja, wenn die Architektur stimmt. Wir hosten auf EU-Servern oder auf Ihrer eigenen Infrastruktur, schließen eine Auftragsverarbeitungsvereinbarung und geben keine Mandantendaten an KI-Modelle zum Training. Sie sehen jederzeit, welches System welche Daten verarbeitet.

Hilft Automatisierung gegen den Fachkräftemangel in der Steuerkanzlei?

Sie ersetzt keine Steuerfachangestellte, aber sie gibt Ihren vorhandenen Fachkräften Stunden zurück. Wer nicht mehr Belegen hinterhertelefoniert und Post sortiert, schafft mehr Mandate mit demselben Team. Und eine Kanzlei ohne stumpfe Routinearbeit ist auch für Bewerber attraktiver.

Was kostet die Digitalisierung unserer Steuerkanzlei?

Das hängt davon ab, welche Abläufe Sie automatisieren wollen, deshalb nennen wir Preise erst nach der kostenlosen Erstanalyse. Dann aber verbindlich: Festpreis pro Vorhaben statt offener Stundenzettel. Viele Kanzleien starten mit einem einzelnen Ablauf wie der Belege-Nachfass-Automatik.

Merken unsere Mandanten, dass dahinter Automatisierung steckt?

Sie merken vor allem, dass es schneller geht. Erinnerungen und Statusmeldungen gehen im Ton Ihrer Kanzlei raus, und überall dort, wo es fachlich wird, übernimmt weiterhin ein Mensch. Was automatisch versendet wird, legen Sie selbst fest.