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Workflow automation for your tax firm

Sorting receipts, answering client queries, keeping track of deadlines, while you concentrate on tax advice. We automate the routine work in your firm.

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GDPR-compliant
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DATEV-compatible
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Featured 4x in Handelsblatt
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The problem

Sound familiar from your law firm?

Three scenarios that cost tax firms hours every week.

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Assigning and posting receipts manually

Clients send receipts by email, WhatsApp, post and upload portal. Your staff sort, name and assign every receipt individually, often more than once because information is missing or illegible.

typically 8-12 hrs/week per employee
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Client queries pile up

The same questions come in every quarter: "By when do I have to submit my receipts?" "Where do I find my latest BWA?" "Can you send me the tax assessment again?" Your specialists spend 20% of their time on standard answers.

typically 5-8 hrs/week
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Keeping track of deadlines manually

VAT pre-filings, income tax dates, trade tax, extension requests: everything is managed in Excel lists or Outlook reminders. A forgotten deadline can be expensive for your client.

typically 30+ deadlines per client/year

The solution

What we automate for tax firms

Concrete processes that run automatically in your law firm from day one.

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Automatic receipt processing

Receipts are read in automatically from emails, upload portals and cloud folders, recognised by OCR, assigned to the right client and made available in DATEV Unternehmen online.

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AI-driven client communication

Standard enquiries such as deadline queries, receipt status or document requests are answered automatically. Your team handles only the technically demanding questions.

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Automatic deadline management

All tax deadlines are calculated automatically from the client master data, entered in the firm calendar and escalated as they approach, including an automatic client reminder.

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System synchronisation (DATEV, DMS, email)

Client master data, document status and processing status are synchronised automatically between DATEV, your DMS and your email system. No more manual updating.

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Onboarding new clients

Powers of attorney, SEPA mandates, tax IDs and master data are requested automatically, validated and transferred to your systems. The client automatically receives their access credentials and initial information.

Before / after

Receipt processing: a concrete example

Before

Manual receipt process

  • close Client sends receipts by email
  • close Employee opens the email and downloads attachments
  • close Upload receipts one by one to DATEV Unternehmen online
  • close Assign to the right client manually
  • close If information is missing: follow-up query by email
  • close Mark the client as "receipts received"
Approx. 15 min. per batch of receipts
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After

Automated receipt process

  • check_circle Receipts are read in automatically from all channels
  • check_circle OCR recognises invoice data and client assignment
  • check_circle Automatic upload to DATEV with correct assignment
  • check_circle Missing information is requested from the client automatically
  • check_circle Status update to client and case handler
Approx. 2 min. of review per batch of receipts

Typical results

Measurable impact for your law firm

0
hours saved per week on average
0%
less manual receipt assignment
0
forgotten deadlines thanks to automated monitoring

Frequently asked questions

Answers for law firm owners

Does workflow automation work with DATEV?
Yes. We integrate our automations seamlessly with DATEV Unternehmen online, DMS and other DATEV products. Receipts, posting data and client information flow automatically between your systems, without manual intermediate steps.
How much time does automation typically save in a tax firm?
Tax firms typically save 10-15 hours per week per employee through automation. The biggest savings come from receipt processing, client communication and deadline management.
Is the automation compliant with the Steuerberatungsgesetz?
Our automations support your professional work but do not replace it. Tax assessment and advice remain entirely with you. All data processing is designed to be GDPR-compliant and to meet the requirements of the tax advisors' chamber (Steuerberaterkammer). The Steuerberatungsgesetz is the German Tax Advisory Act.
Do I have to switch my existing firm software?
No. We work with your existing systems: DATEV, Addison, Agenda or others. Our automations connect your existing software instead of replacing it.

Our services

Automation by area

Find out how we automate sales and the back office in your law firm.

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Automate sales

Lead qualification, follow-ups and client acquisition on autopilot.
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Back office automation

Receipt processing, invoicing and document management without manual work.

Next step

Book an initial consultation for your law firm

In 30 minutes we analyse your law firm processes and show you where automation has an immediate effect. Free of charge and non-binding.

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