IgeraLegal for Tax Advisors: AI-Powered Fiscal Automation

A tax advisory firm with 50 active clients spends between 8 and 15 hours every week answering routine fiscal queries, checking draft tax returns and generating recurring documents. 60% of those tasks repeat every month without variation. IgeraLegal automates them: it answers questions by citing the exact legal article, verifies tax forms before filing and generates documents — without the adviser needing to intervene each time.

What tasks does IgeraLegal automate in a tax advisory firm?

IgeraLegal has four core modules covering the full cycle of fiscal client service:

• Client chatbot: answers regulatory queries via WhatsApp or web widget, citing the exact legal basis. The client gets an answer in seconds without occupying the adviser.
• Tax form verifier: detects errors in draft Spanish tax forms (303, 390, 349, 130, 111, 190, 200, 202) before they are filed with the AEAT. Identifies inconsistent tax bases, miscalculated quotas and incorrect coefficients.
• Deadline alerts: automates the fiscal calendar and sends reminders to the adviser and the client 7 days before each tax form deadline.
• Document generator: produces standard commercial contracts, formal demand letters, appeals to the AEAT and submissions to the TEAC/TEAR — with the client's data already inserted.

What do clients ask every day and how does IgeraLegal handle it?

These three cases represent 40% of the queries a typical tax advisory firm receives:

1. "When is the deadline for the annual income tax return?" — IgeraLegal responds with the exact AEAT calendar dates, the direct debit deadline and exceptions for high-income filers. The adviser does not need to intervene.
2. "Can I deduct my car as a self-employed person?" — IgeraLegal cites art. 29 LIRPF and DGT rulings V1578-22 and V2259-20, explains the 50% rule and the exceptions for exclusively professional vehicles.
3. "What VAT rate applies to training services?" — IgeraLegal cites art. 20.One.9 LIVA (education exemptions) and DGT V0255-23, distinguishing whether the entity is officially recognised or not.

How is IgeraLegal different from using ChatGPT for fiscal queries?

The difference is critical for professional use:

• ChatGPT generates plausible answers but can hallucinate non-existent articles or cite repealed legislation. No verifiable source citation. Not suitable for professional fiscal advice.
• IgeraLegal only cites information from its verified regulatory database (updated monthly). If the answer is not in the database, it says so explicitly. Every answer carries the exact reference: article, section and, where applicable, DGT ruling number.

What legislation does IgeraLegal's knowledge base cover?

IgeraLegal indexes the full Spanish tax regulatory framework:

• LIRPF (Law 35/2006), LIVA (Law 37/1992), LIS (Law 27/2014)
• General Tax Law (Law 58/2003) and Collection Regulations
• Spanish Labour Statute and core employment law
• 80,000+ binding DGT rulings updated weekly
• Regional tax law: regional income tax deductions, Inheritance and Gift Tax, and Transfer Tax/Stamp Duty (ITP/AJD) for all autonomous communities
• Client-specific documents the adviser chooses to upload (contracts, deeds, prior returns)

How does IgeraLegal differ from accounting software like A3 or Sage?

Accounting software records transactions and generates the XML files submitted to the Spanish tax authority. IgeraLegal is the fiscal intelligence layer on top: it analyses whether the recorded data is normatively correct and why, answers client queries and generates legal documents. They are complementary — most Spanish tax firms use A3 or Sage for bookkeeping and IgeraLegal for queries and document generation.

Frequently asked questions

Can IgeraLegal provide binding fiscal advice?

No. IgeraLegal provides cited regulatory information to assist the adviser in their work. Binding fiscal advice is the responsibility of the professional (adviser or tax manager) who signs off the criterion. IgeraLegal reduces research time; it does not replace professional judgement.

How often is the regulatory database updated?

Monthly for BOE legislative changes and weekly for new DGT rulings. Urgent modifications (VAT rate changes, new deadlines) are indexed within 24 hours of official publication.

Does it cover regional tax rules across Spain's autonomous communities?

Yes, for devolved taxes: regional income tax deductions, Inheritance and Gift Tax, and ITP/AJD (Transfer Tax/Stamp Duty). Full coverage is available for Catalonia, Madrid, Andalusia, Valencia, the Basque Country and Navarre.

Is IgeraLegal GDPR compliant?

Yes. IgeraLegal acts as a data processor. A Data Processing Agreement (DPA) is included in all plans at no extra cost. Your clients' data is stored on EU-only servers and the AI model is never trained on your firm's data.

What happens when a client asks something IgeraLegal cannot answer?

IgeraLegal tells the client explicitly and directs them to contact their adviser. The adviser receives a notification of the unresolved query in the dashboard to identify gaps in the knowledge base. It never invents answers.

Does IgeraLegal work for small firms with fewer than 50 clients?

Yes. The Starter plan at €199/month is designed for firms with up to 50 active clients. It includes the client chatbot, tax form verification, deadline alerts and basic document generation. There is no monthly query limit within the plan.

Article produced by the Igera Solutions editorial team. Based on LIRPF (Law 35/2006), LIVA (Law 37/1992) and LIS (Law 27/2014), updated June 2026. Does not constitute fiscal or legal advice.