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AI training for corporate tax teams: sources and review-ready memos

Short answer

AI training for a tax team teaches you to prepare a memo in which the reviewer sees at once the sources, the established facts and the questions for assessment. The key exercise is catching a draft that carries a conclusion from an older memo over to a new transaction. At Syntalith team training costs from €1,150 net a day. With 5 people each saving 1.5 hours a week, it pays back in 1.1 months after licence costs.

net per day of closed training for the team
from €1,150
people in one training group
up to 15
after this time, we measure the effect on the same tasks
30 days

We belong to the OpenAI and Anthropic partner programmes and learn through their official courses. What this means ↓

Author: Syntalith · 3 min read

Example: the morning request inbox
Agent · ready

Statistics

Working with sources and AI: statistics 2026

1.1 mo.

payback of a €1,150 training at 5 people saving 1.5 hours a week each: €1,133 of time regained, €89 of licences a month. Scenario.

Figures checked: 22 October 2026

An older memo and a new transaction

A colleague from the business asks about a transaction in the current period. The draft prepared with AI repeats a conclusion from an older internal memo, although nobody has checked the material it was based on or whether it fits the present case. The reader will assume they have an answer about this transaction.

The corrected material points to the older memo and its source, and records what needs checking: whether the source covers the right entity, country and period, and whether the current transaction matches the one described before. The reviewer can go back to the document and judge whether the conclusion applies. We leave the tax assessment to a person with the right expertise, and the training covers preparing the material for that assessment.

When working with sources, we use the official EUREKA search tool of the Polish tax administration, which finds tax rulings and other tax and customs material by document type, phrase, reference number and date of issue. Finding a document is the starting point for checking what it means for the case.

A programme for a tax team
  1. 01Questiona sharpened business question
  2. 02Factsconfirmed facts kept apart from missing ones
  3. 03Sourcesa document with its entity, country, period and date
  4. 04Draftan AI memo compared with passages from the sources
  5. 05Questionsa request to the business with no tax jargon
A memo ready for review
  • Every statement with a reference to a passage in the source
  • The entity, country and period of the case at the start
  • Conclusions from older memos marked for checking
  • Questions to the business that make sense without knowing the law

What it costs and when it pays back

Scenario: 5 people after the training
Time saved
5 people × 1.5 h a week × 4.33 = 32.5 h
Value of that time
€1,133
Licences
$100 (€89)
Left after licences
€1,044 a month

Payback of a €1,150 training

1.1 months

The hours saved are the scenario's assumption, which we check by timing the tasks before the training and after 30 days. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat. Claude Team licences at $20 per person a month, at the ECB rate of 1.1205 USD per euro on 22 October 2026.

We measure the hours in the scenario before the training and after 30 days, on the same team tasks. If after a month checking AI texts takes as long as writing from scratch, we change the exercises or the scope of the tool.

According to a study in Science (2023), ChatGPT cut the time 453 professionals spent on writing tasks by 40%. In tax memos we also count the memos that came back to the author with a question about a source.

A register and your current database may be enough

If the team loses time mostly on finding documents it already knows, an organised register or better use of the current database will help. Training answers the need to prepare clear material from those sources and to ask the questions that let you complete it.

Register, training or search
  • Time goes on finding known documents

    a register or a better database

    no build

  • Memos come back with questions about sources and facts

    training on working with sources with AI

    from €1,150 a day

  • A large archive of your own opinions

    search across company documents

    from €3,000

Where to start

We set the programme on a memo that came back to its author with questions about sources or facts. A senior specialist says which explanations the review needs, and a person from the business checks that the request for facts is clear. We run the workshop as part of team training. For the free analysis, a description of one task the team does every week and of the tools it uses is enough. You get the written training programme within 2 working days.

Worked example · Scenario

How we count the payback: a tax team

We run the same count for your team in the free analysis.

€2,094

a month for preparing 20 reports

Payback: 1.7 mo.

3 hours to collect the data and prepare a report and checking in 15% of the old time are our assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat, for companies with 10 or more employees. Model cost: checking the commentary in our reporting system (about €0.0002) plus compiling the data (Claude Sonnet 5.5, about 30,000 + 2,000 tokens), at the ECB rate of 1.1205 USD per euro on 22 October 2026.

See the full calculation →

This is how we implement it in companies

All case studies →

Client results.

All projects →
foap.comcustomer service

foap.com customer service: 95% of replies are sent automatically.

Users from several countries write to foap.com, in several languages. The system reads the entire conversation and the terms of that person, and then sends a response in that person's language. Questions about money and exceptions go to the team with a ready draft, so they have to check and send them.

the system sends the answers itself, without human typing
95%
time from the arrival of the e-mail to the ready response (median)
30 s
e-mails that require a response receive a ready-made draft
100%
less work for every 1000 answers (estimate)
47 h

Data from foap.com production, October 20-21, 2026. Estimate: 3 minutes for handwritten response.

How foap.com customer service works →
Sample messages. Money matters always come to the person.

Other implementations

jaktako.design

studio projektowe

−87%

Time to look for new customers, every day

4 hours → 30 min

approx. 73 hours less per month (21 days of work)

according to the studio

How the agent loop works →
Signature Estates

real estate

approx. −90%

Operator time spent browsing portals, per day

2–3 hours → 20 min

approx. 45 hours less per month (21 days of work)

respect · contact the seller 5 minutes after the announcement

How the agent finds property listings →
Kuba Koziej, CEO and co-founder of MoreGrowth and board member at Natu.Care

Kuba Koziej

CEO and co-founder, MoreGrowth

„We started with my own AI agent. During the training that followed, I learned to build new applications myself. Today I am bringing this way of working with AI into my business. Working with Syntalith gave me exactly the skills and tools I needed.”

View the original training review on LinkedIn ↗

Practice this on your team’s own tasks.Book a free process review (30 min) →

„I already use AI.”

Your people too. Just no rules.

From our conversations with companies

5 na 10 employees paste sensitive data into private AI accounts: contracts, invoices, customer data.

In ESET survey (2026)

1 na 10 admits this in the survey.

Customer data pasted into a private AI account without an data processing agreement is a violation of the GDPR.

Don't worry, we won't tell anyone :)

What do we see in companies that "already use"

  • Only ChatGPT or Claude accounts, without plugins, skills, integrations and MCP servers with company tools.
  • Company programs are not connected to AI. People still click through systems and Excel, and enter chat data manually.
  • Lack of company standards: everyone writes instructions in their own way, no one shares what works.
  • No rules for personal data, GDPR and company secrets.
  • No limits and no visibility: no one knows who uses AI, how much and for what.

62% Polish employees use AI at work · 27% companies have written rules for working with AI.

Source: ESET and DAGMA, Cyberportrait of Polish business 2026 (March 2026, 1,026 people) ↗

ChatGPT or Claude space review

Accounts, permissions, rules for working with data and 5 tasks set for the team. 1 day.

€450 net

ChatGPT rollout →Claude rollout →

Company accounts, rules of working with data and team training in 2 weeks, from €1,150 net.View implementation for the team →

„Is my data safe?”

Yes. You choose where they go: from your company account to the model on your server.

  1. 00Employee's private account

    Customer and company data ends up in an account that the company cannot see or control. There is no data processing agreement, so it is a violation of the GDPR. When an employee leaves, the chat history goes with them.

  2. 01ChatGPT or Claude corporate account

    The provider does not use your data to train models. A copy of the queries remains in his logs for up to 30 days.

  3. 02API with zero retention (ZDR)

    The provider processes the request and does not save anything. It requires his consent, we prepare the application together.

  4. 03Processing in the EU

    Queries are counted and stored in Europe: OpenAI in the EU region, Claude via clouds with the EU region.

  5. 04Model at your place

    The open model runs on your server or in your cloud in the EU. The data does not go outside the company.

What we do with every implementation

  • Confidentiality agreement and data processing agreement before we receive any data.
  • You choose the cases for the prototype and we anonymize them upon request.
  • The data stays in the EU and we delete it after the test.
  • Corporate accounts with an administrator on your side.

When data cannot leave the company

The open model runs on your server or in your cloud in the EU. To choose from:

White-tailed eagle
Polish model, SpeakLeash and ACK Cyfronet AGH
PLLUM
Polish model, HIVE consortium commissioned by the Ministry of Digitization
Qwen
Alibaba
GLM
Zhipu AI
DeepSeek
DeepSeek

We select a model for the task and check it on your cases. We run it, tune it and maintain it.

Source: Bielik and PLLuM, ACK Cyfronet AGH ↗ · PLLuM, Ministry of Digitization ↗

Do you have a lot of your own data? We will fine-tune the small model.

  1. 1 Your examples
  2. 2 tuning
  3. 3 test on new cases
  4. 4 model at your place

When you have thousands of similar emails, documents or reports, we teach a small open model based on your examples. It works for you, responds quickly and costs less to maintain than a large model. We measure quality on issues that the model has not seen while learning.

Przemysław and Piotr did it in large programming and consulting companies. Artem did it before and does it today at Syntalith. It's about models on your own infrastructure, tuning and quality measurement.

You choose the protection level during the interview. We sign the data processing agreement before we see any data.Schedule a free analysis →

AI training for teams

Practice this on your team’s own tasks.

Closed training is conducted by engineers who implement AI systems themselves. We arrange the program according to the participants' roles and tools, and we measure the time of the same tasks before the training and after 30 days.

See AI training →
net per day of closed training for the team
from €1,150
people in one training group
up to 15
after this time, we measure the effect on the same tasks
30 days

Questions

  • What does AI training for a tax team teach?

    Preparing a memo for review: sharpening the question, keeping established facts apart from missing ones, referring to passages in the sources and marking conclusions carried over from older memos.

  • Can AI prepare a tax opinion?

    It can help organise the material and prepare a draft memo. The tax assessment is made by a person with the right expertise, based on the sources the author has pointed to.

  • How much does such training cost?

    At Syntalith from €1,150 net for a day of workshop for the team. Claude Team licences cost $20 per person a month. With 5 people saving 1.5 hours a week each, the payback is 1.1 months.

Let's talk

Just write, call or choose a date.

We work fast because we hate corporate cotton wool. We don't have salespeople or managers to keep an eye on managers. You talk immediately to engineers who then build your system. We respect each other's time and yours too.

We will accept 3 more companies by the end of the year.

Mon–Fri 9:00–17:00 CET

What our OpenAI and Anthropic partnerships mean for you.

OpenAI makes ChatGPT and Anthropic makes Claude. We belong to the partnership programs of both companies, so we work with their tools every day and learn from the creators themselves.

OpenAI Select PartnerClaude Partner Network
01We will select a tool for the task
We implement both ChatGPT and Claude. We check both on your documents, and you choose the one that makes fewer corrections and saves more time.
02Knowledge straight from the creators
We learn from official OpenAI and Anthropic courses and materials. Your team learns about the features and settings that work today.
03Licenses without our margin
When we roll out ChatGPT, Claude or Copilot, you buy the licences directly from OpenAI, Anthropic or Microsoft and they invoice you. We add nothing to the licence.
04Certified engineers
On the team, we have an AWS certification in machine learning and an Anthropic certification in systems architecture on Claude.

Participation in programs does not mean that OpenAI or Anthropic endorses our services.