Many tax advisors use Microsoft 365 – but only as a modern office suite. Word for documents, Excel for lists, Outlook for emails. But M365 is much more than that. It's a strategic platform that not only digitizes the firm but also rethinks it: structured, automated, scalable.
From tool to platform – with structure
In many law firms, digitalization begins with tools: a client portal, an AI tool, a signature service. But these individual components only have a real impact when they are part of a well-thought-out system.
This is precisely where Microsoft 365, as an integrated platform , comes in. It connects communication, documents, processes, data, and security – seamlessly and centrally .
The difference: No more tool add-ons – but platform architecture.
Interface: Teams, Loop & Copilot
The visible layer of the platform is powerful:
-
Microsoft Teams becomes a digital office space.
-
Loop components make knowledge and tasks mobile.
-
Copilot brings AI to Word, Excel, Planner or Outlook.
This allows tasks to be automated, processes to be streamlined, and communication to be accelerated – often via voice or chat. But that's just the surface.
The invisible: The data platform underneath
The true strength of Microsoft 365 lies beneath:
Dataverse , Microsoft Fabric (with OneLake ) and Purview form the backbone of a law firm that not only works digitally but also thinks data-oriented :
-
Dataverse is the structured data model in the background – ideal for client portals, internal CRM processes, or AI-driven law firm workflows.
-
Microsoft Fabric brings together Power BI, Dataflows, Copilot, and automation on a single data foundation: OneLake .
-
Microsoft Purview ensures that data protection, governance, and traceability are systematically considered – and in compliance with GoBD or GDPR.
These components are still unknown to many – but in the future they will determine whether AI can really be used effectively in the law firm or not.
Think of tax advice as a platform
A platform strategy means thinking beyond tools :
Instead of isolated tools, there is a consistent system – from client communication to process automation to data analysis with AI.
Microsoft 365 can now:
-
Mapping digital files and client portals
-
Automate internal processes
-
Centrally manage deadlines, tasks and knowledge distribution
-
Structuring data protection and security
-
Apply your own AI models to secure data
In short: laying the foundation for the smart law firm of tomorrow .
Trusted Advisor instead of IT Salesperson
Many vendors offer Microsoft licenses. What's missing, however, is a deeper understanding of how to use them to truly transform a law firm . That's precisely our approach:
We combine legal process expertise, Microsoft know-how, and law firm experience – and accompany tax firms as trusted advisors on their path to a true platform strategy.
Ready for more than Word and Excel?
Then discover what is possible beneath the surface of your law firm:
👉 What you as a tax advisor always wanted to know about M365 - but were too afraid to ask
