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.
IgeraLegal: An AI RAG platform for tax advisors and legal-fiscal consultancies. It indexes Spanish tax law (LIRPF, LIVA, LIS, Labour Statute) and 80,000+ binding DGT (Spanish Tax Authority) rulings. The adviser configures the chatbot with the client's own documents (contracts, deeds, prior returns) so the client receives contextualised answers with exact source citations — no hallucinations.
30 sec
"Time IgeraLegal takes to answer a fiscal query citing the exact regulation. Without IgeraLegal, the same query takes an adviser 10-15 minutes."
— IgeraSolutions internal benchmark, 2026
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:
- "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.
- "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.
- "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.