Rhein-Main-Gebiet
Digitalization for tax firms
Client mail sorts itself, routine questions answer themselves — your team works on cases instead of filing.
Where it hurts
Incoming client mail ties up a professional every morning
Receipts, notices and contracts arrive by email, post and portal — and are reviewed and filed into the right client folder by hand.
The same client questions, every week
Where do I submit receipts? What is still missing? By when? Every answer costs minutes — in total, days per month.
Deadlines and responsibilities live in heads and Excel
If an experienced employee is out, nobody knows for sure what is open for which client.
Legal framework
Tax advisors are bound by professional secrecy under Section 57 of the German Tax Advisory Act (StBerG) and Section 203 (1) no. 3 StGB. Section 62 StBerG governs the use of service providers and obliges them to confidentiality. Our systems are designed for exactly that.
- We ensure that we commit to confidentiality in writing under Section 62 StBerG and that a data processing agreement under Art. 28 GDPR is concluded before we receive access to client data.
- We ensure that client data is processed on servers in Germany or the EU and that no data is used to train AI models.
- We ensure that access is logged and that a permissions concept governs which employee sees which engagements.
- We document the technical and organizational measures under Art. 32 GDPR for your own accountability obligations.
These statements describe our technical and contractual measures. They are not legal advice.
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Frequently asked questions
Digitalization for Firms?
In a free introductory call we listen, ask questions and tell you honestly whether and how we can help.