730 and Redditi PF · individuals and families
For income tax returns of individuals and families: 730 and Redditi PF, not companies. On WhatsApp, on behalf of your practice, FiscalBot asks your clients only about what Agenzia delle Entrate (the Italian tax authority) does not know. In the pilot, it compares the data with the precompilata (the pre-filled Italian tax return) and prepares the savings still possible during the year. You review and sign the plan.
Pilot from November 2026 with a selected group of practices.
For accountants, employment advisers and CAF tax assistance centres. Data in the EU.
The problem
It contains 1.3 billion data items, but knows nothing about foreign income and accounts, investments with foreign brokers, crypto, payments between individuals or family changes.
Agenzia delle Entrate via ANSA, 30/04/2026
Only 31% of self-submitted 730 returns in 2026 were accepted without changes.
ItaliaOggi, 25/09/2026
Identify what changes, then check the supporting documents.
Circ. AdE 13/E/2019
How it works
The client sends last year’s return and the precompilata in chat. Alternatively, the practice downloads the precompilata with the client’s authorisation.
FiscalBot asks only about what the precompilata does not know: foreign accounts, shares, crypto and family changes. The client replies and sends documents in chat. The practice reviews differences alongside the document.
Pension fund, home improvements, expiring capital losses: a plan in euros with deadlines to meet. You review and sign it; the client receives it in your practice’s name.
Today: document collection and checks in chat. In the pilot, from November 2026: targeted questions, comparison with the precompilata 730, a savings plan and digital authorisations. Crypto in December, Redditi PF in January 2027.
Your practice’s chat
The client replies and sends documents in chat. You see only the lines that change, alongside the document.
In the pilot, from November 2026.
Case review
Compare values, consult the document and decide what to accept.
| Line | Precompilata | Proposed value | Reason | Document | Decision |
|---|---|---|---|---|---|
| RWForeign securities account | Not present | € 24.800Year-end value | Account held abroad | ▤ Estratto_conto.pdf | |
| RTShares sold | Not present | € 1.850Capital gain | Sale through a foreign broker | ▤ Report_broker.pdf | |
| Dependent family member | 50% | 100% | Allocation between parents | ▤ Accordo_genitori.pdf |
730 comparison in the pilot from November 2026. Redditi PF from January 2027. The decision remains with the practice.
Security and rules
Data on Azure in the EU (North Europe), isolated by practice.
Every conversation states that the client is talking to an AI assistant and that the professional reviews and decides (AI Act art. 50; Italian Law 132/2025 art. 13).
Privacy policy (in Italian)Price
FiscalBot is developed by Mediaverse Technology S.r.l. ICC, a Lisari group company.
FAQ
No. Only individual and family tax returns: 730 and Redditi PF.
Complete the form with your practice’s details. We contact you for an interview; if the pilot is a good fit, we agree the terms and activate access.
No. FiscalBot exports to major management software.
No. They use WhatsApp or Telegram and send documents in chat.
Your practice. Data is stored in the EU and separated from other practices’ data.
Your practice, with the client’s authorisation and your Entratel credentials. In the pilot, FiscalBot collects authorisations and prepares files. Submission, signature and tax compliance certification remain with the professional.
No. It explains the tax treatment. Product choices are up to the client and their authorised advisers.
At full rollout, €1 per month per client, paid by the practice. The client does not pay FiscalBot.
Use your usual back-office address, which remains active. For support, email support@fiscal.bot.
Pilot · November 2026