English 
Japanese 
A tax accountant's office uses AI to reduce report creation time from one hour to 20 minutes, and use the saved time for "support"
Kenta Ishiguro Tax Accountant Office
Issues before implementation
- Preparing for interviews with clients and writing reports after the interviews required a significant amount of time, taking nearly three hours in total per client.
- When responding to customers via chat tools, the quality of responses varied depending on the personality and experience of each staff member, making it difficult to maintain quality while providing "explanations tailored to each customer."
- "Thinking work," which requires verbalization, such as reviewing one's own performance evaluation and organizing one's work, was dependent on individual skills.
Effects after implementation
- Significantly reduced administrative work related to customer meetings, creating an environment where we can focus on providing high-value-added support such as management advice
- By having AI draft answer suggestions, the variation in Japanese expressions was reduced, making it possible to choose more appropriate words based on the customer's knowledge and situation.
- Staff members proactively used AI as a thought partner, such as by incorporating "bouncing ideas off each other" into advance preparation for evaluation interviews, improving the quality of their self-reflection and output.
table of contents
Company Introduction
Ishiguro Kenta Tax Accountant Office is based in Kyoto and provides tax support to small and medium-sized enterprises. Rather than simply providing tax return services, one of our key features is our "support-style" approach, where we work closely with our clients on an ongoing basis through regular meetings and close communication.
The firm's philosophy is "Creating the future of companies through numbers," and it values providing clients with financial data that is useful for their management decisions and engaging in in-depth dialogue based on that data. In recent years, in order to free up time to provide higher quality advice, the firm has been actively working to transform its business processes using the latest generative AI.
Issues before introducing generative AI
While the firm's "accompanying" style of working closely with each client is one of its strengths, it also entails a correspondingly huge amount of administrative work.
A particularly heavy burden was the work before and after interviews with clients. Before the interview, there was "preparation," which involved scrutinizing the client's figures, summarizing the key points, and creating a script for the explanation. After the interview, there was "report preparation," which involved organizing the content and compiling it into minutes and a report. This series of processes took a total of about three hours per company, and the more companies he was responsible for, the more administrative work he had to do.
Furthermore, there were challenges in dealing with customers on a daily basis through chat tools. Depending on the experience and personality of the staff, there was a large variation in the politeness of the messages and the selection of information. Also, the fact that specialized knowledge was conveyed without any explanation made it difficult to respond in "easy-to-understand words" that matched the customer's level of understanding and knowledge was another barrier to maintaining the quality of the office.
Effects after generative AI introduction training
After undergoing training and incorporating AI into our work, the speed of tasks related to customer interviews has improved dramatically.
First, by letting AI summarize the interview content when creating a report after an interview, a task that previously took an hour can now be completed in just 20 minutes. AI is also used in pre-interview preparations, collecting data and creating a rough draft for the script. By having AI take over the burden of thinking from scratch, the company has succeeded in significantly reducing the workload that previously amounted to more than 16 hours per month.
Furthermore, there has been a major evolution in customer service. By having AI create suggested replies for chat tools, not only has staff members felt more secure knowing that the tone and quality of replies will be consistent. AI is also adept at adjusting explanations, such as breaking down technical terms to match the customer's level of understanding, so anyone can meet the firm's standards and provide polite replies that are tailored to each customer's situation.
It has also had a unique effect on organizational management. One staff member was able to bounce ideas off the AI before his own behavioral evaluation interview, sorting out his achievements and challenges before the actual interview, which resulted in a very smooth and constructive dialogue.
Future outlook
In the future, we plan to further strengthen our "information aggregation" efforts by utilizing tools such as Google's NotebookLM.
By eliminating paper-based data and improving digital management and searchability through AI, we will build a system that allows you to instantly retrieve the information you need. This will minimize the time spent searching for and compiling information, and use the time saved to provide additional value to your clients.
We will establish AI not just as a time-saving tool, but as a partner that expands the capabilities of our staff and helps make our clients' futures brighter.
