Training course · Vibe Coding · Tax Advisory

Vibe Coding for Tax Advisers

Build software in natural language: from prompt to app, rapid iteration, quality and security checks, and turning prototypes into production.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

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

Vibe coding lets business users without any programming knowledge build digital tools of their own. You describe in everyday language what a mini app, dashboard or form should do, and tools such as Lovable, Claude, ChatGPT Canvas or Replit generate a working solution. Helpers for your daily work can take shape quickly, without waiting for IT to free up capacity. This course shows you step by step how to make it work, which habits lead to good results, and what really matters along the way.

During the course you build applications drawn from your own work: a KPI overview, a data entry form, a small calculator or an automation for recurring chores. At the same time you learn to assess the risks realistically. Which data may go into such tools, who will run and maintain the solution, and when must IT be involved? With this knowledge you can create useful solutions that are accepted within the organisation and remain secure and sustainable in the long term.

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 build your own mini apps, dashboards and forms through vibe coding without programming skills.
  • You describe requirements clearly enough for AI tools to produce usable solutions.
  • You improve your applications step by step and check the results for accuracy.
  • You automate simple recurring tasks in your working environment.
  • 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

Day 1

Module 1 Understanding vibe coding as a business user
  • What vibe coding is and what you can achieve without programming skills
  • Tools at a glance: Lovable, Claude, ChatGPT Canvas, Replit and similar platforms
  • Spotting good candidates for your own tools at work
  • Realistic expectations: strengths, limits and common pitfalls
Module 2 Describing and building your own mini app
  • Capturing goal, users, inputs and desired outcome in plain words
  • Generating a first version and clicking through it together
  • Improving look, wording and flow with targeted feedback
  • Saving milestones and returning to an earlier version when things go wrong
Module 3 Dashboards, forms and calculators
  • Turning Excel or CSV data into an interactive dashboard
  • Building entry forms with required fields and plausibility checks
  • Creating calculators and decision aids for your team
  • Checking results for accuracy with test data and spot checks
Module 4 Automating routine work
  • Identifying recurring tasks that lend themselves to automation
  • Building simple automations for reports, notifications or file storage
  • Discussing connections to existing tools via approved interfaces
  • Documenting automations clearly and handing them over to colleagues

Day 2

Module 5 Risks and coordination with IT
  • Which data may and may not go into AI tools: data protection and confidentiality
  • Managing access rights, sharing settings and public links deliberately
  • Avoiding shadow IT: clarifying operation, maintenance and ownership
  • Preparing a handover to IT when a solution grows or becomes critical
Module 6 Hands-on project: your own solution for Tax Advisory
  • Document request generator – A small app that uses a few client details to create a tailored document list and a friendly cover letter for the annual tax return.
  • Deadline board – An internal dashboard that shows filing, objection and payment deadlines per client, sorts them by urgency and sends reminders to the people responsible.
  • Assessment checker – A tool that compares figures from the tax return with the tax assessment, highlights differences and prepares a note for deciding whether to file an objection.
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.

Possible hands-on projects

Document request generator

A small app that uses a few client details to create a tailored document list and a friendly cover letter for the annual tax return.

Deadline board

An internal dashboard that shows filing, objection and payment deadlines per client, sorts them by urgency and sends reminders to the people responsible.

Assessment checker

A tool that compares figures from the tax return with the tax assessment, highlights differences and prepares a note for deciding whether to file an objection.

Prerequisites

No programming knowledge is required; confident use of a browser, office applications and spreadsheets is enough. You work in a tax practice or corporate tax department and have a basic grounding in tax law.

Technical requirements

Your own laptop with an up-to-date browser, Git and an AI coding tool of your choice, such as an AI editor or coding agent with an active account.

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.

  • Mon, 23 November 2026 – Tue, 24 November 2026 Online Request
  • Thu, 3 December 2026 – Fri, 4 December 2026 Augsburg Request
  • Wed, 16 December 2026 – Thu, 17 December 2026 Online Request
  • Thu, 21 January 2027 – Fri, 22 January 2027 Kaiserslautern Request
  • Wed, 27 January 2027 – Thu, 28 January 2027 Online Request
  • Mon, 1 February 2027 – Tue, 2 February 2027 Bremen Request

Frequently asked questions

Is vibe coding only suitable for quick prototypes?

Vibe coding shines with prototypes, internal tools and experiments. With the right practices, namely clear specifications, tests, reviews and sound version control, results can also be turned into production-ready applications. The course teaches you to manage that transition deliberately and to recognise early on when rebuilding is the wiser option.

Which tools are used in the course?

The course is vendor-neutral. We work with the main tool categories: AI editors such as Cursor or Windsurf, coding agents such as Claude Code or Codex, and browser-based app builders. You are welcome to use your preferred tool, as the principles of specification, iteration, quality and security apply to all of them.

How should I deal with security risks in generated code?

Generated code often contains typical weaknesses such as hard-coded credentials, missing input validation or overly open interfaces. You learn to check specifically for these patterns, build security requirements into the specification from the start, use automated scanning and require a deliberate human sign-off before every deployment.

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 “Vibe Coding for Tax Advisers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 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.

More courses for Tax Advisers

More Vibe Coding courses

All 77 Vibe Coding courses

Vibe Coding · MunichVibe Coding · SalzburgVibe Coding · BerlinVibe Coding · AugsburgVibe Coding · HanoverVibe Coding · BremenVibe Coding · StuttgartVibe Coding · KaiserslauternVibe Coding · Online