# LIVOI for tax consulting and digital accounting firms | P-CATION

> LIVOI supports digital firms with internal research chatbots, M365 structure, onboarding, document search, and DATEV-related workflows.
> Source: https://p-cation.de/en/industries/tax-consulting-auditing-digital-accounting-firm/
> Language: en

[Back to references](https://p-cation.de/en/case-studies/)

Industry solution

# LIVOI for tax consulting, auditing, and digital firms

Firms need consistent answers, clean document structures, and fast guidance on specialist and internal-process questions. LIVOI consolidates knowledge and makes processes accessible.

Derived from real project work

Internal research chatbot, organization/onboarding AI, M365 communication and DMS structure, and DATEV-related topics were identified as projects.

domain context

DATEV

work environment

M365

knowledge access

Chatbot

## At a glance: what happens

### Current state

- Specialist tax and firm-process questions need consistent answers.
- Documents, contacts, and internal procedures are often distributed.

### LIVOI handles

DATEV-related profiles Internal knowledge chat SharePoint/DMS logic

### Result

- Faster access to knowledge, fewer internal questions, and more consistent answers.
- New and existing employees find the right information faster.

## What leaders can spot immediately

- Specialist tax and firm-process questions need consistent answers.
- Documents, contacts, and internal procedures are often distributed.
- M365, SharePoint, OneDrive, and Teams need clear roles and structures.

## Implemented project patterns

Anonymized patterns from potential analyses and LIVOI implementations. The focus is business value, process, and product capability, not customer names.

### Internal research chatbot

LIVOI answers questions on approved specialist topics and shows relevant sources.

Faster access to knowledge, fewer internal questions, and more consistent answers.

### Organization and onboarding AI

Vacation, travel expenses, contacts, documents, and internal procedures become searchable by chat.

New and existing employees find the right information faster.

### M365 and DMS structure

Teams, Outlook, SharePoint, and OneDrive are organized with roles, filing, and training concepts.

Less sprawl, better document search, and clearer collaboration.

## What LIVOI handles

DATEV-related profiles Internal knowledge chat SharePoint/DMS logic Teams communication Roles and permissions

## Consistent implementation flow

- 01 Capture firm knowledge Specialist topics, internal processes, and documentation are prepared for LIVOI.
- 02 Secure access Permissions, roles, and source approvals control who receives which answers.
- 03 Integrate daily work LIVOI becomes usable where teams already communicate and search.

## Could a similar LIVOI agent fit your company?

We review which processes should be relieved first and which data sources or integrations are needed.

[Get to know LIVOI](https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ0RYHNxC2ckSW9YDZRVSQKrXrkDyfcm3WfR6PguUYnc2hHfJlp8gJG29WqPbMGLksxYsUt-Agvg) [Request potential analysis](https://p-cation.de/en/#kontakt)
[LIVOI](https://p-cation.de/en/livoi/)