Automation for Tax Consultants & Accounting Firms
Automate document processing, DATEV workflows and client communication. Less routine work, more advisory time for your clients.
Tax firms spend up to 60% of their time on repetitive administrative tasks. With intelligent automation, you reclaim that time - for what matters: advising your clients.
Use Cases
Automated Document Processing
Capture receipts via OCR, categorize and automatically transfer to DATEV or accounting software. No more manual data entry.
Automate Client Communication
Send automatic reminders for missing documents, deadline notifications and status updates to clients.
Optimize DATEV Workflows
Synchronize data between DATEV, DMS and other firm tools. Automatically prepare and import bookings.
Deadline Management & Compliance
Automatic deadline monitoring with escalation levels. Never miss a filing deadline again.
Digital Client File
Automatically assign documents to the correct client file, tag and archive them.
Measurable Results
What our clients achieve with intelligent automation
manual data entry through automatic document capture and DATEV import
time saved per employee on client communication
through automatic deadline management with escalation levels
through reduced error rates and saved staff hours
Frequently Asked Questions
Answers to the most important questions from our clients
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