Tax advisers

# Client documents, deadlines and AI in one place

Tax firms juggle documents from many clients and hard deadlines. Xenaxio brings mail, files, tasks and an assistant together – with data in Germany or on your own servers.

[Book a demo](https://essotec.xenaxio.com/book/es/first-call) [Live demo](https://app.xenaxio.com/en/demo/) [Request a quote](https://xenaxio.com/request-access/)

## What a day looks like

### Documents arriving by email

“Which clients sent their year-end documents this week? Save the attachments to their folders.”

### Deadlines

“Remind me on Friday about the VAT return for Lang” becomes a task with a due date.

### Every morning

“Summarise new client emails at 8 a.m.” as a scheduled job.

## What matters to you

[Trust Center →](https://xenaxio.com/trust/) [On-Premise →](https://xenaxio.com/on-premise/)

- **Professional secrecy**: No training on your data; on your own servers, AI included. We discuss the agreements professional secrecy requires (e.g. § 62a StBerG) with you.
- **Files up to 100 MB**: Sorted into folders, attached in one click.
- **Shared mailboxes**: info@ and team addresses with rights per person.
- **Outlook stays**: Over IMAP and SMTP, next to the web client.

## In detail

### Documents that arrive by email

Clients send receipts, statements and annual documents as attachments. The assistant finds them across your own and shared mailboxes, reads PDF and Word and saves attachments to the client’s folder in Files – up to 100 MB per file, stored in Germany and attached to a reply in one click. Shared mailboxes such as info@ or belege@ show up in Outlook, Thunderbird and Apple Mail too.

### Deadlines, tasks and recurring work

Tasks have a due date, a priority and a reminder at the due time, and they can be linked to the email they come from. Scheduled jobs take over routine work: “Every Monday at 8, summarise last week’s client emails and list open questions.” The assistant only reads and drafts; it sends email only for a scheduled task you explicitly allow, and only to the addresses you name.

### Professional secrecy and data

Content is not used for training, and every AI action is recorded in the audit log. In the cloud, data is stored in Germany; with Xenaxio on your own servers and your own AI model, client data does not leave the firm at all. We discuss the agreements professional secrecy requires (e.g. § 62a StBerG) with you, and a data processing agreement under Art. 28 GDPR is available.

### How to start

Try the live demo without signing up: for an hour you are the administrator of a complete sample company. For our first customers we run a pilot programme – we set up Xenaxio personally and move your mailboxes – and you get a quote, usually within one business day.

More industries: [Law firms](https://xenaxio.com/solutions/law-firms/) · [Consultancies](https://xenaxio.com/solutions/consultancies/) · [Agencies](https://xenaxio.com/solutions/agencies/) · [Ship management](https://xenaxio.com/solutions/ship-management/) · [Mid-sized companies](https://xenaxio.com/solutions/mid-sized-companies/) · [Public sector](https://xenaxio.com/solutions/public-sector/)

## Questions

**Where is our data stored?**

Mailboxes, files, calendars, contacts and the database live on servers in Germany. AI processing runs through the EU endpoint of Mistral AI, a French provider – or, if your company connects its own model, only on your own server.

**Is the AI trained on our emails?**

No. Your content is not used to train AI models. The AI only reads what your request needs, and every action is recorded in the audit log.

**How large can files be?**

Up to 100 MB per file. Files are stored in Germany, can be sorted into folders and attached to emails directly; they count towards the mailbox storage.

**Can we keep using Outlook, Thunderbird or Apple Mail?**

Yes, over IMAP and SMTP. The AI assistant is available in the Xenaxio web client, which also works on your phone – in the browser or as an installed app.

**How much does Xenaxio cost?**

Pricing on request: we send a quote based on the number of mailboxes, storage, AI usage and how you run it – cloud, cloud with your own model or on-premise –, usually within one business day.

## Ready for a sovereign workspace?

In our cloud or on your servers – we set up Xenaxio for your team.

[Book a demo](https://essotec.xenaxio.com/book/es/first-call) [Live demo](https://app.xenaxio.com/en/demo/) [Request a quote](https://xenaxio.com/request-access/)

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Source: https://xenaxio.com/solutions/tax-advisers/ (English, updated 2026-11-09)
Other languages: Deutsch: https://xenaxio.com/de/loesungen/steuerberater/index.html.md