For tax advisors, auditors and lawyers
The AI meeting assistant for tax firms.
TaxMeet turns the confidential client meeting into finished work — minutes, file memos, letters, and email drafts. No bot in the room.
Request a DemoIn the EU. Under your control.
Vendor based in Berlin
German law, jurisdiction in Berlin.
Stored in Frankfurt
Transcripts and documents live in Frankfurt am Main.
GDPR
Privacy built in from the start.
EU AI Act
In line with the EU AI regulation.
§ 203 StGB
Designed for professional-secrecy holders.
No bot in the meeting
No extra participant in the call.
From conversation to finished work.
Capture
Per participant, on the device. No bot.
Generate
Minutes, file memo, client letter, email draft.
Execute
To-dos into DATEV, Caseware, Microsoft 365 — on approval.
Minutes, file memo, letter: ready for your review.
Meeting minutes
Minutes.docx
File memo
FileMemo.pdf
Client letter
ClientLetter.docx
Email draft
Draft.eml
Presentation
Deck.pptx
Analysis
Analysis.xlsx
Works with DATEV, Caseware and Microsoft 365.
TaxMeet executes tasks from the meeting straight in your own tools, not in one more system.
Every action only on your approval. The human stays in control.
Tasks and documents straight into DATEV.
To-dos into the engagement file.
Word, Outlook, Excel, Teams.
The difference
No bot sits in the client meeting.
Audio is captured per participant, on the device. No meeting bot joins the call. Recording starts only once everyone involved has consented.
Transcripts and documents live in Frankfurt am Main, and AI analysis runs in the EU.
A meeting bot joins the call
A third party sits in the confidential client conversation.
Per-participant capture, on the device
No bot in the call, just your firm and your client.
Learn more.
Common questions.
What is TaxMeet?
TaxMeet is an AI meeting assistant for tax firms, auditors, and lawyers. It turns confidential client conversations into finished work — minutes, file memos, client letters, and email drafts — and executes to-dos into DATEV, Caseware, and Microsoft 365 on approval.
Does a bot join my meetings?
No. TaxMeet works without a meeting bot: capture happens per participant, directly on the device. Your clients never see a foreign participant in the call — just your firm and your client.
Where are transcripts and documents stored?
In Frankfurt am Main. AI analysis runs on AWS Bedrock in the EU, with no training on your data. If you connect an external AI assistant yourself, content goes to the provider you chose.
Is TaxMeet compatible with § 203 StGB (professional secrecy)?
TaxMeet is built for professions bound to secrecy: storage in Frankfurt, processing under Art. 28 GDPR, and an architecture with no meeting bot address the requirements of § 203 StGB. We are happy to walk through the details in a demo.
Do clients have to consent to recording?
Yes. Under § 201 StGB, everyone involved must consent before recording, even with no bot in the call. The firm asks before starting, a spoken yes is enough, and records it in the client file. We provide template wording for this.
Which tools does TaxMeet work with?
TaxMeet fits your existing firm environment: DATEV, Caseware, and Microsoft 365. Results and to-dos flow straight into your own tools — never a foreign stack.
Does TaxMeet execute tasks automatically?
Only on human approval: TaxMeet proposes to-dos from the conversation and executes them only once you approve. No autonomous action without your control.
How do I get started with TaxMeet?
Book a demo: 30 minutes, your use cases, no commitment. Pick a slot directly online.