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AI competence for tax firms

The online continuing education course "AI Competence for Tax Firms" takes you through seven modules from the basics to concrete application in firm processes. You will learn about prompting, well-known AI tools such as the DATEV KI-Werkstatt or ChatGPT, and the analysis of client data. Legal questions regarding the GDPR, confidentiality, and liability are also covered. At the end, you will know how to introduce AI in your firm and use it in firm marketing.

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AI competence for tax firms Overview

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Start and Duration
  • The LSWB-Akademie states the start as 22.10.2025 and the end as 03.12.2025.
  • The seven dates are weekly: 22.10., 29.10., 05.11., 12.11., 19.11., 26.11. and 03.12.2025.
  • Each session covers a module of the series.
  • The sessions belong to the run with seminar number 370-25.
  • The venue listed on the page is "Online, Online-Seminar".
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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
  • Employees in firms with basic to intermediate digital skills.
  • Auditing firms and law firms are also addressed.
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Admission Requirements
  • The page mentions no formal prerequisites.
  • Addressed are participants who have little experience with artificial intelligence so far.
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Certificate
  • After passing a voluntary final exam, you will receive the certificate "KI-Kompetenz für Steuerkanzleien" as proof of qualification.
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Language
  • German

About this online course

Basic information

The seminar series "KI-Kompetenz für Steuerkanzleien" by LSWB-Akademie consists of seven online seminars. The goal is practical knowledge about artificial intelligence, legal tech, and tax technology. The series ranges from the basics to concrete application in firm processes.

The introduction clarifies key terms, prompting, and possible applications in firms. Mentioned are document recognition, automation of routine tasks, and research. Then you look at specific tools, such as DATEV KI-Werkstatt, plAIground, Beck-NOXTUA, ChatGPT, Perplexity, and Gemini.

A dedicated module focuses on data analysis. You evaluate unstructured documents, check notices, and identify anomalies in client data. Forecasts are also a topic.

The legal side is not neglected. GDPR, confidentiality, and liability are covered in the fourth module. Then it's about implementation in practice. You find suitable use cases, select tools, and start a pilot. Involving the team and measuring success are also part of it.

The last two modules look ahead. Module 6 covers AI trends in tax consulting, virtual assistants, and new role profiles. Module 7 focuses on firm marketing with chatbots, text AI, and phone AI.

Each seminar defines clear learning objectives and relies on lectures, live demos, and optional homework. The offering is aimed at firm employees with basic to intermediate digital skills. According to the provider, participants have so far had little experience with artificial intelligence.

After passing an optional final exam, you receive a certificate as proof of qualification. On the page, the series is assigned to the categories Online Seminars, Tax Consultants, Firm Employees, and Seminar Series.

Contents:

  • Module 1: Introduction to AI with basics and key terms
  • Prompting and use cases in law firms
  • Document recognition, automation of routine tasks, research
  • Module 2: Overview of AI tools with practical examples
  • DATEV AI workshop, solutions from publishers, plAIground, Beck-NOXTUA
  • ChatGPT, Perplexity and Gemini for research, text and process support
  • Module 3: AI for data analysis and evaluation
  • Evaluating unstructured documents and checking notices
  • Forecasts and anomaly detection in client data
  • Module 4: Legal aspects of using AI
  • GDPR, confidentiality and liability
  • Module 5: Implementing AI solutions in the law firm
  • Identifying suitable use cases, selecting tools, piloting
  • Involving the team, measuring success, individual development for your own firm
  • Module 6: Future outlook with AI trends in tax consulting
  • Virtual assistants, new role profiles, opportunities and risks for law firms
  • Ethical aspects of AI use
  • Module 7: AI in law firm marketing
  • Automated communication with chatbots, text AI and phone AI
  • Targeted client outreach, 24/7 availability, smart content

Who offers this course?

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The LSWB-Akademie is the continuing education institution of the Landesverbands der steuerberatenden und wirtschaftsprüfenden Berufe in Bayern e. V. According to its own information, with over 600 events per year, it is one of the established seminar providers in Bavaria. The association is represented with 26 branches in the Free State. In addition to in-person seminars, there are online seminars, courses, as well as a script and video shop; members pay a reduced seminar price.

LSWB-Akademie contact information

  • Email: seminare@lswb.de

  • Address: Landesverband der steuerberatenden und wirtschaftsprüfenden Berufe in Bayern e. V., Hansastraße 32, 80686 München

  • Help page

AI competence for tax firms Pricing

Prices updated in September 2026

Price incl. VAT (non-members)

743,75 €

Without LSWB membership, the complete seminar series costs €743.75 incl. VAT.

  • Seven online seminars in the series from 22.10.2025 to 03.12.2025
  • Module 1 to Module 7 as individual seminar dates
  • Lecture, live demos, and voluntary assignments
  • Voluntary final exam
  • Certificate "KI-Kompetenz für Steuerkanzleien" after passing the exam
  • Seminar content as PDF for download
  • Seminar dates as .ics file for your calendar
  • Note from LSWB-Akademie: The price may still change due to a legal change in VAT law.

Price incl. VAT (LSWB member)

624,75 €

Members of LSWB pay for the same series €624.75 incl. VAT.

  • Seven online seminars in the series from 22.10.2025 to 03.12.2025
  • Reduced price for members of LSWB
  • Lecture, live demos, and voluntary assignments
  • Voluntary final exam
  • Certificate "KI-Kompetenz für Steuerkanzleien" after passing the exam
  • Seminar content as PDF for download
  • Note from LSWB-Akademie: The price may still change due to a legal change in VAT law.

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