Project Overview
Kanzlei21 is a B2B tax automation platform for accounting firms, focused on reducing manual effort in tax-related and accounting workflows. It supports firms in handling repetitive, regulation-heavy processes more efficiently, while remaining compatible with established accounting practices.
Problem
Accounting firms rely on manual, repetitive workflows, leading to high effort, error risk, and limited scalability.
Solution
An AI-supported automation system for accounting and taxing workflows, reducing manual workload while preserving professional oversight.
Audience
Accounting firms and accounting professionals working in compliance-heavy environments.
Role
Product design. Focus on UX design, process understanding, and MVP testing with real users.
Status
Released MVP, currently in testing with accounting firms. No public adoption metrics are specified.
Context
Accounting firms operate in highly regulated environments where accuracy and compliance are critical. Despite this, many internal workflows still depend on manual handling of repetitive tasks. Recent advances in AI-supported automation create opportunities to reduce operational friction, provided tools integrate into existing practices.
Problem Definition
Manual accounting and taxing workflows are time-consuming and error-prone. This limits efficiency and places unnecessary strain on professionals.
Audience & Needs
Kanzlei21 serves both accounting firms as organizations and accountants as end users. Their needs include reliable automation, support for compliance-heavy processes, and tools that fit traditional working methods.
Concept & Strategy
Kanzlei21 is conceived as an AI-supported automation tool, not a replacement for accountants. The strategy focuses on augmenting existing workflows, using AI for repetitive and structured tasks while keeping human control central. Adoption is prioritized through predictable behavior, clarity, and trust.
User Journey
Before Kanzlei21, accountants manage workflows manually across multiple tools, with repeated data entry. With Kanzlei21, AI-supported workflows reduce manual steps, allowing professionals to focus on review and decision-making.
Design Process
The design process involved collaboration with developers, product, and QA, alongside iterative prototyping and testing. Special attention was paid to traditional user behavior and reducing perceived risk when introducing AI-supported features.
MVP Scope & Features
The MVP focuses on automating selected accounting and taxing workflows. Key aspects include: AI-supported automation of repetitive steps, interfaces designed for clarity and control, and real-world testing with accounting firms. Detailed technical implementation is not publicly specified.
Learnings & Next Steps
AI-based tools in accounting require deep understanding of existing workflows and strong UX foundations. Key learnings include the importance of progressive adoption, testing with real users, and balancing automation with control. Next steps include continued testing and product iteration.
