From manual tax processesto smart workflows and AI.
Many tax and advisory processes still run on Excel, email and scattered documents. With deadlines, manual review, approvals and retyping between systems. I build Power Platform apps, automation and AI that become part of that process — by someone who has worked in the practice.
This is how many tax processes still run.
The work is sound, but it's held together with manual effort, email and spreadsheets. Recognise it?
Excel
Data in separate files and versions; often one person knows how it works.
Email
Requests, attachments and approvals disappear into full inboxes.
Documents
Contracts, invoices and certificates sit scattered across folders and shares.
Manual review
Someone reads every document themselves for what matters.
Retyping data
Information is moved by hand from one system to the next, and sign-off runs through email or chat.
Recognisable examples from tax & advisory practices.
Work that lends itself to apps, automation or AI. Not a promise that everything should be automated.
Client and engagement workflows
From intake to close, with visible status per engagement.
Tax compliance processes
Fixed steps, deadlines and checkpoints in one place.
Preparation → review → sign-off
The review chain with roles, comments and approval.
Deadlines, status and notifications
Automatic deadlines, reminders and escalations; the status keeps itself up to date.
Document intake and information out
Collect incoming documents and recognise the details — from contracts, invoices or certificates.
Approval workflows
Layered and dependent sign-offs with an audit trail.
AI that reads, compares or summarises
Reading documents, comparing versions or summarising — as part of the process.
Not every process needs automation. Sometimes a small app or a single automation solves a lot.
The practice first,
the technology for it.
I worked in tax, finance and consulting myself before specialising in the Power Platform. Review structures, deadlines and dossiers don't need explaining.
I design and build the solution myself and connect it to the Microsoft 365 environment you already use.
AI helps most when it becomes part of the process.
Not a standalone chatbot next to it, but AI that reads along in the workflow. An employee checks the exceptions.
- 01
Document arrives
An invoice, contract or certificate lands in the process.
- 02
AI extracts the relevant information
AI recognises what matters and structures it.
- 03
Employee reviews exceptions
Only what deviates or is missing gets attention.
- 04
Workflow continues
The next step starts automatically based on the outcome.
- 05
Status and dossier are updated
Process and documentation stay correct, without manual tracking.
No standalone chatbot alongside the process and no promises of autonomous decisions. AI supports the work. The employee stays responsible.
Where is there still manual work in your tax process?
You don't need to know whether you need Power Apps, Power Automate, Dataverse or AI. Just sketch how the process runs today — and you'll see where the opportunities are.
Discuss your tax process.
No tax advice, but a conversation about how Power Platform and AI make your workflows calmer and more manageable.
Back to homepageThis website does not provide tax or fiscal advice. Jeroen Dijkstra delivers Power Platform development, not advisory services on tax matters.