An AI assistant for tax consultants: source research, draft answers and deadlines
The opinion and your position in a dispute stay with you. The assistant takes the preparation: it gathers the statutes, official guidance and case law for the client's situation, drafts the answer with references, calculates the burden across scenarios and keeps every client's deadlines.
What it does
- collects the statutes, official guidance and practice relevant to a specific situation
- drafts a written answer to the client with references to the sources
- calculates the tax burden across several scenarios for comparison
- reminds you of filing and payment deadlines for each client
- maintains a base of recurring questions and completed analyses
What it does not do
The limits are set in advance
- does not give the final opinion on a contested situation
- does not file documents and does not deal with the tax authority on your behalf
How much time it frees up
By our reviews, a tax consultant spends roughly
12 hours a week on the routine listed above — more than a third of the working week. The assistant does not take all of it: some tasks you will still be checking. But checking something finished is faster than doing it from scratch, and the gain lies in exactly that difference.
How it works
The assistant works with your own documents and exports rather than abstract examples. The checking rules are written once and then applied identically every time — which is exactly its advantage over a tired person at the end of a quarter.
How the assistant handles a tax consultant's tasks
A source pack for the specific situation
A client asks whether the cost of training an employee who left a month later is deductible. The assistant gathers: the relevant articles and paragraphs of the tax code, the ministry and tax authority letters on the topic from recent years, court cases with their outcome, and a one-line summary for each source. You open the pack and start with the analysis, not the search.
A draft written answer with references
Following your answer structure — question, statutes, official position, risks, recommendation — the assistant drafts one or two pages. Every point carries a reference; contested spots are flagged so you decide which position to take. You edit the conclusions and sign, instead of typing from scratch.
Tax burden across several scenarios
A client is choosing between simplified regimes and the general one — or between sole trader and company. The assistant calculates the burden for each scenario on the client's own figures: taxes, contributions, VAT, the total in roubles and as a share of revenue. The comparison table is ready to send; assumptions are listed separately so the client sees what the result depends on.
Filing and payment deadlines for every client
Twenty clients on different regimes mean twenty sets of deadlines. The assistant keeps a calendar for each: returns, notifications, payments, fund reporting. It reminds you a week and two days ahead, and — at your decision — the client too, so documents arrive on time. Changes to statutory deadlines are tracked and entered into the calendar with a note.
A base of recurring questions and finished analyses
Half the questions repeat: a self-employed contractor and a former employer, VAT on exported services, travel expenses without documents. The assistant keeps a base of your analyses: question, position, sources, date of validity. A new similar question — and you get the previous answer with a check on whether the rules have changed since.
What the dialogue looks like
You: A company client on the general regime asks about deducting corporate training costs; the employee left a month after the course. Gather the sources and draft an answer.
Assistant: Pack ready: the relevant paragraph of the tax code, two ministry letters from 2023–2024 with the official position, three cases with different outcomes — one line each. A page-and-a-half draft in your structure; one contested point: the training cost repayment clause in the contract. Flagged.
You: Good. Also calculate for sole trader Sokolov the 6% versus 15% simplified regime on his annual figures.
Assistant: Done: with revenue of 9.4m and costs of 6.1m — the income regime gives ₽564k after the contribution deduction, income-minus-costs gives ₽495k with the minimum tax checked. Table and assumptions ready. Reminder: his advance payment notification is due by the 25th.
What we need from you at the start
- The structure of your written answer to clients — two or three examples of finished analyses.
- A list of clients with their tax regimes and specifics — for the deadline calendar.
- Your sources: which databases and services you use, which official letters you treat as authoritative.
- Rules: what the assistant writes to clients itself (deadline reminders) and what goes only through you.
Implementation timeline
The first conversation — which questions come most often and how long preparing an answer takes. Setting up for your structure and client base — four to five days. Two weeks of working in parallel: the assistant builds packs and drafts, you compare with what you would have found. Usually from the second week a pack needs one or two additions and a draft needs its conclusions edited.
Frequently asked questions
Does the assistant give the client a finished opinion?
No. It prepares the pack and the draft for you; the opinion, the position in a contested case and the signature stay with the consultant. The assistant writes to the client only at your decision and only on logistics: deadlines, document lists.
No. It prepares the pack and the draft for you; the opinion, the position in a contested case and the signature stay with the consultant. The assistant writes to the client only at your decision and only on logistics: deadlines, document lists.
How current are the rules it gathers?
The assistant works with the sources you specified at the start and marks the validity date of each. It tracks legislative changes and lists them for you separately, but the final currency check is yours.
The assistant works with the sources you specified at the start and marks the validity date of each. It tracks legislative changes and lists them for you separately, but the final currency check is yours.
What about the confidentiality of client data?
Data is processed within a perimeter we agree with you, with no transfer to third parties; a confidentiality agreement is signed before work begins. The assistant does not file documents and does not deal with the tax authority on your behalf.
Data is processed within a perimeter we agree with you, with no transfer to third parties; a confidentiality agreement is signed before work begins. The assistant does not file documents and does not deal with the tax authority on your behalf.
What does it cost and what do I pay for later?
Task review and configuration of one assistant — from ₽12,000 (≈ $142), usually 5–7 days. Then support from ₽4,000 (≈ $47) a month if you need changes and new scenarios; without support the assistant keeps working.
Task review and configuration of one assistant — from ₽12,000 (≈ $142), usually 5–7 days. Then support from ₽4,000 (≈ $47) a month if you need changes and new scenarios; without support the assistant keeps working.
What it costs
Task review and configuration of one assistantfrom ₽12,000 (≈ $142)
An extra task beyond the basic fivefrom ₽3,000 (≈ $36)
Training for you or a member of stafffrom ₽5,000 (≈ $59)
Support and adjustments, per monthfrom ₽4,000 (≈ $47)
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