More clients, less manual work.
Automated receipt processing, secure local infrastructure, and custom workflows -- without cloud risks.
The Problem
Tax advisory firms process large volumes of sensitive financial data every day: income tax returns, balance sheets, payroll statements, audit documents. The administrative burden is enormous — and grows with every client.
Cloud AI promises relief but is problematic in this context. Processing client financial data on external servers contradicts the tax advisor’s duty of confidentiality under Section 57 of the Tax Advisory Act, as well as GDPR.
The result: Firms remain stuck in manual processes even though the technology for automation has long existed — it just cannot go to the cloud.
The Solution
Sanly Tech sets up local automation solutions directly in your firm. All client data stays in your network. More efficient workflows — without the legal risks of cloud solutions.
What Is Possible in Practice
Receipt Processing Automatically classify incoming receipts, extract relevant information, and prepare it in a structured format — ready for booking.
Report Generation Complete reports and summaries are generated from raw data — you only need to review and approve them.
Client Communication Prepare standardized responses to common client inquiries, automatically draft deadline reminders.
Document Analysis Quickly search large document volumes (audit documents, contracts) and extract relevant passages.
Deadline Management Automatic overview of tax deadlines per client based on your existing documents.
Technical Background
Your client documents — PDF, XLSX, DOCX, emails — are parsed and classified locally via OCR. A local language model delivers structured output: reports, booking suggestions, summaries. Fully offline — your data never leaves the firm.
Hardware used depending on firm size:
- Mac Mini M4 Pro (48 GB) — for smaller firms
- Mac Studio M4 Max (128 GB) — for larger firms with high document volumes
Legal Framework
- Section 57 of the Tax Advisory Act: Tax advisor’s duty of confidentiality — fully maintained through local processing
- GDPR Art. 32: Technical safeguards for personal data — met through secured local infrastructure
- NIS2: Firms above a certain size may be affected — free assessment in the initial consultation
What You Invest
Hardware via leasing — no large upfront investment.
Setup & Configuration: one-time from 1,500 EUR Monthly: hardware lease + from 300 EUR maintenance & support
Frequently Asked Questions
Does this work with DATEV? We check compatibility in the initial consultation. The system works with standard formats and can prepare output for further processing in DATEV.
How secure is the local infrastructure? We set up the system with encrypted storage, access control, and regular security updates. Optionally, we conduct a security audit of your entire IT infrastructure.
Can multiple employees work with it simultaneously? Yes. Depending on the hardware, up to 10 concurrent users without quality loss.
What happens to our data if we end the service? All data resides on your hardware — you always retain full control. When the contract ends, the infrastructure belongs to you.
Next Step
Tell us about your situation — free and with no obligation.