Training course – Google Gemini – Tax Advisory

Google Gemini for Tax Advisers

Make productive use of Google Gemini and Gemini in Workspace: Docs, Sheets, Gmail, Meet, custom Gems and NotebookLM for your sources.

Duration
6 hours, one session
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Google Gemini for Tax Advisers” is a hands-on course for roles such as Tax advisers and practice owners, Tax assistants and tax technicians and Accountants working in tax practices. Rather than learning Google Gemini in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Tax Advisory.

For organisations running on Google Workspace, Gemini is the natural AI assistant: it is available as a standalone app and is also built directly into Gmail, Docs, Sheets, Slides, Drive and Meet. In this practical day you learn to combine both access points deliberately. You summarise email threads and draft replies, create document drafts based on existing files in Drive, structure and analyse spreadsheets in Sheets and have Meet take meeting notes automatically – always with a focus on your own day-to-day workflows.

You also build your own Gems: specialised assistants with fixed instructions and knowledge files that standardise recurring tasks across the team. With Deep Research you produce well-founded research reports, and you use NotebookLM as a source-grounded workspace that answers only from your own documents and cites the relevant passages. A dedicated module covers data protection and administration in Workspace environments. You leave with tested prompts, a working Gem and a clear picture of which Google tool suits which task.

Tax advisory firms are under pressure from staff shortages, rising client expectations and a constant stream of legislative changes, administrative guidance and court rulings. Used responsibly, generative AI can provide real relief. AI assistants summarise case law and tax authority guidance, structure facts from client documents, draft client newsletters and objection letters and answer routine questions in plain language. Automation supports document intake, deadline management and client communication. Professional judgement and liability remain with qualified tax advisers, but research and drafting become faster. The key prerequisite is safe handling of client data: professional secrecy, professional conduct rules and the GDPR determine which tools may be used and how.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Tax advisers and practice owners
  • Tax assistants and tax technicians
  • Accountants working in tax practices
  • Payroll staff
  • Practice managers and digital transformation leads

Typical challenges we address

  • Tracking and interpreting legislative changes, official guidance and court rulings promptly
  • Requesting and structuring incomplete client records
  • Reducing the time spent on submissions, objections and client correspondence
  • Coping with deadlines and seasonal peaks with limited staff

What you will be able to do

  • You use Gemini in Gmail, Docs, Sheets, Slides and Meet for your recurring tasks.
  • You write prompts that bring existing Drive files and emails into the context.
  • You build a custom Gem and share it with your team.
  • You work source-grounded in NotebookLM and obtain referenced answers from your own documents.
  • Use AI for research, summaries and draft submissions and verify results against primary sources.
  • Automate client communication and document processes in your practice.
  • Use AI while respecting professional secrecy, professional conduct rules and the GDPR.

Course outline

Module 1 Gemini fundamentals and effective prompts
  • The Gemini app and Gemini in Workspace: access points and use cases
  • Prompts with task, context, format and references to Drive files
  • Web search, Deep Research and checking sources
  • Limitations, hallucinations and critical evaluation of output
Module 2 Gmail, Docs and Slides
  • Summarising email threads and drafting context-aware replies
  • Drafting, rewriting and tailoring documents in Docs
  • Pulling in and combining content from Drive files
  • Creating presentation content and images in Slides
Module 3 Sheets and Meet
  • Structuring tables, generating formulas and cleaning data
  • Analyses, summaries and charts in Sheets
  • Letting Meet take meeting notes automatically
  • Deriving action items and decisions from meeting notes
Module 4 Gems and NotebookLM
  • Creating custom Gems with instructions and knowledge files
  • Testing, improving and sharing Gems with the team
  • NotebookLM as a source-grounded workspace for your own documents
  • Generating summaries, study aids and audio overviews from sources
Module 5 Data protection, administration and rollout
  • Privacy commitments for Workspace customers versus personal accounts
  • Drive sharing settings and how they affect Gemini results
  • Handling personal and confidential data in line with GDPR
  • Usage policies and quality assurance within the team
Module 6 Practice lab: Tax Advisory
  • Summarising case law
  • Drafting objections and submissions
  • Client communication
  • Document checklists
  • Automated document intake
  • Knowledge management
Module 7 Data protection, quality & transfer to daily work
  • German tax advisers are bound by professional secrecy under the Tax Advisers Act and Section 203 of the Criminal Code; client data may only be shared with AI providers contractually bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be consistently anonymised.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Summarising case law

An AI assistant summarises rulings, tax authority guidance or draft legislation, highlights key points and affected client groups and drafts internal technical updates that qualified advisers then check against the original source.

Drafting objections and submissions

Based on anonymised facts, AI produces a structured draft of an objection, a request to suspend enforcement or a reply to the tax office, including an outline of the arguments for further professional work.

Client communication

AI drafts clear client newsletters, explanations of tax assessments and reminders about missing documents, adapted for private clients, freelancers or businesses.

Document checklists

For income tax returns, annual financial statements or payroll queries, AI creates tailored checklists based on the client profile, reducing follow-up questions and repeated requests.

Automated document intake

An automation sorts incoming client documents, recognises document types, applies consistent file names and passes them to the practice software or flags missing information.

Knowledge management

Internal guidance notes, review templates and model wording are prepared and made searchable with AI support, so staff can access proven practice know-how more quickly.

Prerequisites

Confident everyday use of Google Workspace (Gmail, Drive, Docs, Sheets); no prior AI knowledge is required. You work in a tax practice or corporate tax department and have a basic grounding in tax law.

Technical requirements

A laptop with an up-to-date browser and a Google Workspace account with Gemini features enabled; alternatively a Google account for the Gemini app and NotebookLM.

Data protection & compliance

German tax advisers are bound by professional secrecy under the Tax Advisers Act and Section 203 of the Criminal Code; client data may only be shared with AI providers contractually bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be consistently anonymised.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Wed, 16 December 2026 6 hrs Request
  • Salzburg Wed, 16 December 2026 6 hrs Request
  • Berlin Tue, 15 December 2026 6 hrs Request
  • Augsburg Thu, 10 December 2026 6 hrs Request
  • Hanover Tue, 15 December 2026 6 hrs Request
  • Bremen Thu, 10 December 2026 6 hrs Request
  • Stuttgart Mon, 14 December 2026 6 hrs Request
  • Kaiserslautern Fri, 11 December 2026 6 hrs Request
  • Online Wed, 16 December 2026 6 hrs Request

Frequently asked questions

What is the difference between the Gemini app and Gemini in Workspace?

The Gemini app is a standalone chat assistant for research, writing and analysis. Gemini in Workspace works directly inside Gmail, Docs, Sheets, Slides and Meet and can draw on your emails and Drive files. In practice they complement each other: the app for open questions, the integrated version for work on specific documents.

Why would I use NotebookLM in addition to Gemini?

NotebookLM restricts its answers to the sources you upload – policies, studies or project files, for example – and points to the relevant passages. This reduces hallucinations and works well for getting up to speed on a topic, building internal knowledge collections or preparing training material. Gemini is broader in scope and can also draw on the web.

Is my Workspace data used to train Gemini?

For Google Workspace customers, Google commits that content from Gmail, Drive and other services is not used to train models outside your domain without permission. Different rules apply to personal accounts. Either way, GDPR and your internal policies remain decisive – in the course we review the relevant settings together.

May client data be entered into AI tools?

Only under strict conditions: the provider must be bound to confidentiality as a service provider, data processing must be contractually GDPR-compliant and inputs must not be used for training. Otherwise, work with anonymised facts. In the course we develop practical rules tailored to your practice.

Can AI give binding answers to tax questions?

No. AI assistants can be wrong about provisions, deadlines or case law and may not know the latest changes. They are useful for structuring, first drafts and research pointers. Professional judgement and liability stay with qualified advisers, who check every statement against legislation, commentaries and case law.

How much does “Google Gemini for Tax Advisers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

More courses for Tax Advisers

More Google Gemini courses

All 45 Google Gemini courses

Google Gemini – MunichGoogle Gemini – SalzburgGoogle Gemini – BerlinGoogle Gemini – AugsburgGoogle Gemini – HanoverGoogle Gemini – BremenGoogle Gemini – StuttgartGoogle Gemini – KaiserslauternGoogle Gemini – Online