IT for tax advisory firms

Firm-wide IT that leaves more time for client advice.

We keep your firm productive, support the move to the cloud and close the gaps between documents, client communication and business software. Discreet, structured and easy to reach.

Talk about your IT

Sound familiar?

Your working day is busy enough.

That is why we do not stop at individual devices. We look at the complete workflow – from core business software to the final handover.

Cloud transformation during normal operations

Practice management and other core processes are moving to the cloud. Permissions, data quality and working methods have to move with them.

E-invoicing & digital documents

Structured invoices should not simply land in an inbox; they need to be checked, processed and archived properly.

Confidential data under attack

Client, personnel and financial data make tax firms attractive targets. Security and recovery are business-critical.

Good processes help scarce specialists

Manual handovers, scattered communication and duplicate entry consume exactly the time that should go into client advice.

Our job

One partner for everything that needs to work together.

One team for firm-wide IT

Workplaces, Microsoft 365, networks, devices, permissions, monitoring and responsive support.

A secure DATEV environment

We support the technology around DATEV, coordinate transitions and keep dependencies visible.

Digital client journeys

Documents, tasks, questions and approvals are organised securely and transparently instead of being scattered across email chains.

Measured automation

Documents, data transfers, deadlines and routines are automated while critical decisions deliberately remain with people.

Your software stays in place

We work with your existing system landscape.

DATEV shapes many German tax firms, while ADDISON, Agenda and Simba are other established platforms. We act as an independent IT and integration partner around your business applications.

Automation that makes a difference

Less copying. Less chasing. More getting things done.

Receive, validate and assign e-invoices and pass them securely into the next process
Manage client onboarding with tasks, documents, access and clear responsibilities
Organise documents and questions without sprawling email chains
Automate recurring data transfers and status reports under control

Quick answers

Frequently asked questions

Do you provide DATEV product support?

We support the IT environment around DATEV and resolve workplace, network, permissions and connected-process issues. For specialist questions inside the product, we involve the responsible DATEV support team or solution partner.

Can you support a move to DATEV cloud services?

Yes. We help with technical preparation, data and permissions hygiene, workplace design, Microsoft 365 and the workflows before and after DATEV.

How do you protect client data?

With several layers: identities and permissions, endpoint protection, email security, updates, backups, recovery, monitoring and practical rules for the team.

Let’s get started

Ready for IT that fits tax advisory firms?

Tell us briefly what is getting in the way or what you are planning. You will hear from a real person, without the sales theatre.

Send a message