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AI Application in Tax Consulting for Advanced Learners

The online continuing education course "KI-Anwendung in der Steuerberatung für Fortgeschrittene" shows you how to use AI more deeply in your firm. You practice advanced prompting techniques, develop your own AI assistants and chatbots, and automate workflows. You also get strategies for winning over your team for AI use and using the tools safely. The seminar lasts one morning and runs live via Microsoft Teams.

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AI Application in Tax Consulting for Advanced Learners Overview

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Start and Duration
  • The next online session is on 07.10.2026 from 09:00 to 12:00.
  • Other dates are on 17.03.2027, 07.07.2027, and 13.10.2027.
  • The duration is about 3 hours in one morning.
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Funding
  • Not specified in detail. You could ask the Federal Employment Agency or your employer about funding.
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Target Group
  • Tax consultants, firm managers, and professionals with initial experience using AI tools.
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Admission Requirements
  • The provider does not specify any formal prerequisites.
  • Basic knowledge of using AI tools such as ChatGPT and Microsoft Copilot is recommended.
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Certificate
  • Each registered person will receive a certificate after the online seminar.
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Language
  • German

About this online course

Basic information

The seminar starts where initial experience with AI tools already exists. The provider reduces theory to the essentials and focuses on practical strategies. The goal is to tap the full potential of the technology in the firm.

One focus is advanced prompting techniques. You learn how to get more precise and relevant results from AI models. Building on that, you develop your own chatbots and personal AI assistants tailored to the needs of your firm.

The second major block revolves around automating workflows. You identify potential and implement solutions that replace repetitive tasks. Additionally, the speaker shows strategies for seamless integration so that your team gets on board with AI use.

The schedule is compact. The seminar runs live via Microsoft Teams from 9:00 AM to 12:00 PM. You will receive the access link the day before, usually before 12:00 PM. The materials are available for download as a digital PDF. Half-day seminars are not recorded.

Alternatively, the topic is available as a video format. This product is exclusively accessible via the provider's learning portal. Access is granted through the registered person's own customer account.

The seminar is recommended for tax consultants, firm managers, and specialists. Basic knowledge of AI tools such as ChatGPT and Microsoft Copilot is required. The speaker is Melchior Neumann, Chief Tax Officer and Tax Engineer in tax consulting.

Each registration admits one person to the online seminar. This person will receive a certificate afterwards.

Contents:

  • Advanced Prompting Techniques
  • Developing Your Own Chatbots
  • Creating Personal AI Assistants
  • Automating Workflows
  • Strategies for Seamless Integration
  • Tax Consulting in the AI Era
  • Practice-Oriented Strategies for Direct Use in the Firm
  • Achieving More Precise and Relevant Results from AI Models
  • Tailoring AI Assistants and Chatbots to the Firm's Needs
  • Identifying Potential and Eliminating Repetitive Tasks
  • Getting the Team Excited About Using AI
  • Using AI Tools Safely and Responsibly
  • Minimizing Risks When Using AI
  • Shaping the Strategic Direction of the Firm
  • Expanding Digital Skills in Tax Consulting

Who offers this course?

IFU-Institut Logo

The IFU-Institut für Unternehmensführung from Bonn has been providing continuing education in tax and business law since January 1981. Its offerings are aimed at tax consultants, auditors, lawyers, and entrepreneurs. According to the institute, over 2,500 events with more than 30,000 participants take place annually. You can book in-person events, in-house training, live webinars, and video seminars.

IFU-Institut contact information

  • Email: bonn@ifu-institut.de

  • Address: IFU-Institut für Unternehmensführung GmbH, Kollegienweg 20, 53121 Bonn

  • Help page

AI Application in Tax Consulting for Advanced Learners Pricing

Prices updated in September 2026

Live online (net)

315,00 €

The live participation costs 315,00 € per person plus VAT.

  • Live participation via Microsoft Teams
  • Access link the day before the event, usually before 12:00
  • Seminar materials digitally as PDF for download
  • Certificate after the online seminar
  • Participation also possible via smartphone or tablet
  • One person per registration

Video seminar (net)

315,00 €

The video format for advanced learners costs 315,00 € plus 19% VAT.

  • Video format incl. materials from publication
  • Access exclusively via the provider's learning portal
  • Only accessible to the registered person via their own customer account

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