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V17 Gestoría: AI for tax document handling

Artificial intelligence
March 25, 2026 by
V17 Gestoría: AI for tax document handling
Ander Alcon Ferreira

Tax filing season is a bottleneck made of paperwork. We built the part that a machine can do, so the professionals keep the part that needs judgement.

The problem

Certificates, tax forms, invoices, income and expense records. Every filing means collecting documents, reading them one by one and typing the same figures into another system. The work is repetitive, it all lands in the same weeks of the year, and it is exactly where the errors appear.

What the system does

  • Collects and reads the documentation automatically: certificates, tax forms, invoices, income and expenses.
  • Extracts and classifies the relevant tax data from each document.
  • Produces a draft filing, so the professional only has to review it.
  • Detects deductions and allowances that apply to each profile.
  • Escalates the complex cases to the people who work on them, clearing the repetitive load and unblocking what can run in parallel.
  • Answers the usual tax questions from clients in plain language.
  • Tracks deadlines and issues filing reminders.

Why it matters

The bottleneck was never the expertise. It was the typing. Removing it lets the same team take on more filings without the season turning into a crisis.

Boix Asesores: IT support and operational digitalisation
Digital transformation