Training course · Microsoft 365 Copilot · Tax Advisory

Microsoft 365 Copilot for Tax Advisers

Use Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams productively, securely and in line with permissions.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Microsoft 365 Copilot 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 Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Tax Advisory.

Microsoft 365 Copilot brings AI right into the applications where your daily work happens: Word, Excel, PowerPoint, Outlook and Teams. What sets it apart from publicly available chatbots is its grounding in your organisation's data via Microsoft Graph – Copilot can draw on the emails, meetings, chats and documents you already have access to. In this practical day you learn to use that connection deliberately: drafting content from existing files, summarising inboxes and long threads, following up on meetings and generating presentations from Word documents.

You also learn how the licensed Copilot differs from Copilot Chat, when web-grounded and when work-grounded answers make sense, and how to use both prebuilt and your own agents. A central topic is the permission model: Copilot only surfaces what you are allowed to see, so sharing settings in SharePoint, OneDrive and Teams directly determine the quality and security of results. You leave with tested prompts for every Office application and a clear understanding of responsible use within your tenant.

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 Copilot in Word, Excel, PowerPoint, Outlook and Teams for your recurring tasks.
  • You write prompts that draw on existing files, emails and meetings as context.
  • You distinguish between Microsoft 365 Copilot and Copilot Chat and choose the right mode.
  • You use prebuilt agents and create a simple agent of your own for your team.
  • 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 Copilot fundamentals and Microsoft Graph
  • Microsoft 365 Copilot and Copilot Chat: capabilities and licensing
  • Grounding in organisational data through Microsoft Graph
  • Switching between web and work context and referencing specific files
  • Prompt structure with goal, context, source and expectations
Module 2 Word and PowerPoint
  • Drafting from existing documents, notes and emails
  • Rewriting, shortening, adjusting tone and summarising text
  • Generating presentations from Word documents or outlines
  • Refining slides, adding speaker notes and sharpening key messages
Module 3 Excel and data analysis
  • Querying tables, spotting trends and highlighting outliers
  • Getting suggestions for formulas, calculated columns and conditional formatting
  • Creating charts and pivot analyses from natural language
  • Sanity-checking results and ensuring data quality
Module 4 Outlook, Teams and agents
  • Summarising long email threads and drafting replies
  • Summarising Teams meetings and extracting action items and open questions
  • Using Copilot Pages and Notebooks for collaborative work
  • Using prebuilt agents and creating your own with Agent Builder
Module 5 Permissions, data protection and governance
  • The permission model: Copilot only shows what you can access
  • Identifying oversharing in SharePoint, OneDrive and Teams
  • Sensitivity labels, data boundaries and GDPR considerations
  • Usage policies, team adoption and measuring impact
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 Word, Excel, PowerPoint, Outlook and Teams; 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 access to Microsoft 365 via your work account; a Microsoft 365 Copilot licence is ideal for all exercises, while Copilot Chat covers part of the content.

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.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Fri, 27 November 2026 Online Request
  • Mon, 7 December 2026 Salzburg Request
  • Wed, 16 December 2026 Online Request
  • Tue, 12 January 2027 Bremen Request
  • Tue, 19 January 2027 Online Request
  • Mon, 25 January 2027 Augsburg Request

Frequently asked questions

What is the difference between Microsoft 365 Copilot and Copilot Chat?

Copilot Chat is available to many work accounts without an additional licence and answers mainly from web content and uploaded files. The licensed Microsoft 365 Copilot also reaches your emails, meetings and documents through Microsoft Graph and is built directly into Word, Excel, PowerPoint, Outlook and Teams.

Can Copilot see my colleagues' confidential files?

Copilot respects existing permissions and only surfaces content you can already access yourself. Problems arise when files are shared too broadly – with the entire organisation, for instance. In the course you learn how to spot such oversharing and how to fix it properly together with your IT team.

Do I need prompting experience for this course?

No. We start with the fundamentals of good prompts and practise them directly in the Office applications. What matters is that you are comfortable using Word, Excel, PowerPoint, Outlook and Teams day to day. Everything else – from referencing files to working with agents – we build up step by step through realistic tasks.

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 “Microsoft 365 Copilot for Tax Advisers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm 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 or Kaiserslautern. We can also run the course exclusively for your team.

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