Tax firms are under pressure. E-invoicing, digital tax assessments and a shortage of skilled workers are changing day-to-day work in the firm. The seminar picks up right there and shows you practical concepts instead of abstract theory. You work on processes, tools and the use of artificial intelligence.
The first day revolves around processes and Microsoft 365. You learn what a process map for the firm looks like and how to write SOPs in a structured way. Roles, responsibilities and deputizing regulations are added via the RACI model. Then it goes on to SharePoint, Teams, Outlook and simple automations with Power Automate. Security topics such as MFA, Conditional Access and Intune are also on the agenda.
On the second day, artificial intelligence takes center stage. You get the basics, see limitations and learn why models hallucinate. The use cases deliberately go beyond standard applications and target complex work processes. Prompt engineering, professional legal implications and AI governance with data classification and logging round off the day.
The seminar runs on two days, September 14 and 15, 2026. Both days start at 9:00 AM and end at 5:30 PM. The venue is the Steuerberaterhaus at Hegelstraße 33 in Stuttgart. The speaker is Marvin Schöllhammer. In a practical exercise, you document your own process and develop suitable prompts.
The target audience is tax advisors who want to make their firm future-proof. Firm owners with responsibility for organization and IT are also included. Managers, team leaders and IT-savvy employees find their place here. Mixed teams from one firm can also participate together. The page does not mention a degree or certificate.
You receive the course materials as a PDF in your customer account. Conference drinks, a snack during breaks and lunch are included. For parking, the underground garage and the parking lot at the Steuerberaterhaus are available, plus the parking garage at the Hotel Maritim. The number of participants is limited; registration is via the training portal, by email or by fax. Honestly, I think the mix of process work and AI practice is exactly right for firms.
