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Digital System · Tax Advisors
Efficient Firm Through Digitalization for Tax Advisors.
Create more time for high-value client advisory with a central system. Our solution for the digitalization of tax advisors bundles client onboarding, communication, and data management.
Typical Firm Challenges Without an Integrated System
The daily routine in a tax firm is often characterized by media disruptions and manual processes. Information is scattered across emails, Excel sheets, and various folder structures. This fragmentation not only costs valuable time that could be invested in client advisory but also poses significant risks regarding data security and deadline management. Without a comprehensive solution for the digitalization of tax advisor activities, efficiency suffers, as does the ability to react proactively and service-orientedly to client needs.
- High manual effort for data entry and document verification.
- Insecure and inefficient communication with clients via email.
- Lack of a consolidated overview of deadlines, tasks, and client status.
- Complicated and time-consuming onboarding for new clients.
- Dependence on paper-based processes and physical archives.
From Reactive to Proactive: Your Firm in Transition
Today
- Manual data entry from receipts and emails.
- Fragmented communication across various channels.
- Tedious deadline tracking in Excel spreadsheets.
- Clients submit documents in an unstructured manner.
- Long search times for documents and information.
With the System
- Automated document capture and data validation.
- Central, secure client portal for all interactions.
- Automatic deadline reminders and a central task dashboard.
- Guided, digital submission of documents by clients.
- All firm and client data available at the click of a button.
More Than Software: Your Partner for Firm Processes
We don't provide off-the-shelf software. Our approach is to understand your specific firm processes and create a tailored digital ecosystem. This system integrates seamlessly into your existing IT landscape, especially with interfaces to standard accounting software, and grows with your firm's needs. We build a future-proof and auditable foundation for your successful firm management.
Holistic Firm System
Instead of isolated solutions, you get a central system that combines your website, CRM, client portal, and automations, thus eliminating media disruptions.
Process Expertise
We analyze your workflows from acquisition to year-end closing and digitalize them end-to-end to ensure maximum efficiency.
Secure Software Integration
We ensure smooth and secure data exchange with your existing accounting software, based on documented and secure processes.
Scalable Architecture
Your system is flexible and can be expanded at any time with new functions, such as AI-powered analytics or advanced automations for your firm.
One System, Not a Patchwork.
Our digital system for tax advisors connects all areas of your firm into one intelligent whole, forming the basis for sustainable digitalization and automation.
What we build for you.
Client Portal & CRM
Consolidate all client communication and document exchange in one secure, central location. Increase client retention through transparency and service.
Automated Workflows
Automate repetitive tasks like client onboarding, deadline reminders, or report generation. Gain valuable time for advisory services.
Accounting Software Integration
Seamlessly integrate your system with your accounting software for a smooth, error-free data flow. Avoid duplicate data entry.
Digital Document Capture (AI)
Use AI-powered OCR technology to automatically capture and categorize receipts and documents. Accelerate your bookkeeping preparation.
Secure Firm Website
Position your firm as a digital leader and generate qualified client inquiries through a professional, integrated website.
Task & Deadline Management
Keep an eye on all firm-wide tasks and deadlines in one central dashboard. Assign tasks and track their status in real time.
tax-advisors: visual system insights
