Lookeen for Tax Advisors
Receipts, assessments, reports and the correspondence around them – for every client, every year. Lookeen searches emails, attachments, spreadsheets and scanned PDFs together, so the answer to a client's question doesn't get lost in the folder tree.
The biggest challenges for tax advisors
More clients per person, a shortage of qualified staff and a flood of receipts arriving by email, scan and photo.
Staff shortages meet filing deadlines
Firms struggle to hire, but the deadlines for returns and year-end accounts stay. Every minute spent looking for documents is a minute missing from advising clients.
Receipts arrive on every channel
Clients send invoices as PDF attachments, photos or scans, and questions go back and forth by email. Whatever doesn’t go straight into the books is hard to find later.
Long and changing retention periods
Accounting records have to be kept for up to a decade. When the tax office audits or asks questions, old documents have to be on the table quickly.
Professional secrecy
Your clients’ tax and financial data doesn’t belong in public cloud services. That goes for storage and for AI tools alike.
How Lookeen helps
Receipts, notices and client correspondence in one search, even years later.
Combine client, year and amount
Combine search terms with filters for date, sender, file type and location. Exact phrases reliably find tax IDs, names and amounts.
Scanned receipts become searchable
OCR makes text in scanned PDFs, TIFFs and photos searchable without changing the originals. English and German are preset, other languages can be added.
The whole email history for a client
Lookeen searches Outlook, Exchange and PST archives including attachments, even with Outlook closed. Older years in archives stay within reach for audits.
Answer questions faster with Lookeen AI
Ask in plain language, for example which documents a client has already sent for 2024. Lookeen AI summarizes, names its sources and drafts a reply for you to check and send yourself.
Client folders for the whole team
With Lookeen Server the firm works from one shared index across network drives and mailboxes. Everyone only sees the folders they are allowed to open.
Mark what’s done
Tags like “Done” or “Follow-up” organize emails and documents without moving them and show open items with one click.
Confidentiality & control
Your clients’ tax and financial data never leaves your network, not even for AI.
- No DPA needed for search: Because content never leaves your network, Lookeen GmbH does not process data on your behalf for it. Data protection & GDPR
- Your data stays with you: Lookeen Server runs on-premises, and the index lives on your own drives. Lookeen GmbH has no access to indexed content.
- Existing rights still apply: Results are filtered by the permissions in Active Directory, the file system and Exchange.
- AI with local models: Lookeen AI works with language models in your own infrastructure – documents never leave your network. AI is off by default and only enabled when an administrator chooses to; customer data is never used for training. Learn more
- Local text recognition: With Lookeen Server, OCR can run with a local provider, so scans never leave the network.
The right fit
Lookeen comes as a single-workstation solution and as a central server solution. Here is how they fit you.
Lookeen Desktop
For individual advisors and small firms: quick to install, searches your mailbox, PST archives and network drives.
Lookeen Server
For firms with several staff: one central index for Exchange, Microsoft 365 and file shares, with Active Directory sign-in.