Tax Advisory Firm AI Appliance: Use Cases

Tax Advisory Firm AI Appliance

Intelligent tax assurance collaboration that turns firm experience into organizational capability

Tax assurancePolicy searchEfficient working papersCapture experience

Pain points

Seasonal concentrations of assurance work, frequent policy changes and extensive client materials leave traditional firms dependent on individual experience, making capacity hard to scale and knowledge hard to retain.

Solutions

Combine professional knowledge, tax assurance methodologies and case libraries to build a dedicated AI assurance team.

Built-in super agents

Tax Assurance Report Expert

Generate specialized assurance reports and working papers

Organize assurance materials and generate working papers and core conclusions for corporate income tax annual reconciliation, land appreciation tax settlement, R&D super-deduction assurance and other engagements, improving firms’ delivery efficiency

Intelligent Tax Policy Search Expert

Tax policy search and case recommendations

Keep global tax policies and local interpretations up to date, supporting natural-language questions and case recommendations for prompt consultation responses and compliance advice

Assurance Working Paper Expert

Populate working paper templates and validate data

Automatically populate assurance templates and validate data accuracy to reduce human errors and rework

Assurance Knowledge Management Expert

Capture assurance cases and methodologies

Preserve firms’ assurance cases and methodologies as reusable knowledge assets so experience is retained

More to come…

Built-in agent platform

Local large models
  • LoLR Large Model Logos LoLR
  • Qwen 3.8 27B
  • Qwen 3.6 35B
  • ...
Agent Factory
  • LoLR Agent Operating System · LoLR.AI OS
  • LoLR Agent Factory · LoLR.AI Harness
  • Local database integration
  • ...
Agent Marketplace
  • Add-on super-agent subscriptions
  • Add-on professional knowledge subscriptions&Skills library
  • Local knowledge-base integration
  • ...
Regular updates
  • Keep indicator, knowledge, and Skills libraries up to date
  • Offline package updates supported
  • Online OTA remote updates supported
  • ...

Compatible dedicated devices

Value in practice

Multiplying efficiency

Produce assurance reports more efficiently so professionals can focus on high-value judgments.

Capture capabilities

Turn personal experience into organizational capability, reducing dependence on individual experts.

Expand service capacity

Serve more clients and complex projects, significantly expanding service reach.

Selected clients

Yongcheng

Yongcheng Finance and Tax Group is a sizable integrated professional services provider in northwest China, covering tax, audit, valuation and consulting. To respond to digitalization and evolving client needs, it partnered with LoLR.AI to introduce the Tax Advisory Firm AI Appliance, embedding AI into daily workflows to improve consultation response and delivery quality.

Beijing Certified Tax Agents Association

The Beijing Certified Tax Agents Association is the capital’s self-regulatory body for tax professional services, promoting quality development and digital transformation. To explore new service models, it partnered with LoLR.AI to introduce the Tax Advisory Firm AI Appliance based on the LoLR large model, combining regulatory experience and industry insight to advance human–AI collaboration.

Kaifa Finance and Tax Consulting (Zibo)

Kaifa Finance and Tax Consulting is a regional firm rooted in Zibo, providing bookkeeping, tax advice and compliance services to local businesses. To meet small business clients’ higher expectations for speed and consistency, it partnered with LoLR.AI to introduce the Tax Advisory Firm AI Appliance, using intelligent tools for daily consultations and processing to improve efficiency and professional delivery.

Yongda

Yongda is a nationally rated AAAAA tax advisory firm, originating from Xiamen University’s accounting firm in a restructuring in 1988. It expanded to Beijing and nationwide in 2008 and now has over 40 branches and nearly 500 tax professionals, ranking among China’s top 20 tax advisory firms since 2013. To coordinate its national network and digitize services, Yongda partnered with LoLR.AI to introduce the Tax Advisory Firm AI Appliance, embedding AI into tax workflows to improve responsiveness and delivery quality.

Zhongrui Yuehua

Founded in 2003, Zhongrui Yuehua is a nationally rated AAAAA tax advisory firm headquartered in Beijing, with 26 branches and nearly 1,000 staff. It has ranked in the top ten of the national top 100 list for multiple years. To coordinate its network and upgrade digital finance and tax services, it partnered with LoLR.AI to introduce the Tax Advisory Firm AI Appliance, using AI for consultation, assurance and compliance to improve efficiency and delivery.

Silhouettes of businesspeople talking beneath a bright skylight

Turn your firm’s experience into reusable organizational capability