Digitalization for Tax Firms

Wito AI

Tax Firms

Digitalization for Tax Firms

E-invoicing mandate 2025, rising client expectations and skilled worker shortages — with the right client portal and digital document capture you create more capacity without more staff.

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less document processing time through digital capture

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faster client communication via portal

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e-invoicing mandate from 2025 fulfilled

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BAFA funding possible

How we digitalize your tax firm

From document capture to client portal — legally compliant digitalization for tax advisors

Client Portal

Secure digital exchange of documents, receipts and information with clients — GDPR-compliant, with two-factor authentication and audit-proof archiving.

E-Invoicing & GoBD Compliance

Full e-invoicing integration (XRechnung, ZUGFeRD) for the 2025 mandate. Automatic receipt, processing and GoBD-compliant archiving.

DATEV DUO & Cloud Integration

Seamless connection to DATEV Unternehmen Online (DUO) for digital document exchange. Clients pre-book themselves, you review and finalize.

Digital Document Capture

AI-powered document recognition via app or scanner — automatic categorization, duplicate checking and transfer to your accounting system without manual entries.

Automated Accounting Processes

Account reconciliation, dunning, payroll preparation and tax return preparation — automate repetitive tasks so your specialists advise instead of book.

Document Management System (DMS)

Audit-proof DMS with automatic indexing, full-text search and retention period management — no more lost documents.

Schritt 1

Firm Analysis

Assessment of your current systems, client structure and processes — from document intake to filing.

Schritt 2

Digitalization Roadmap

Prioritized action plan focusing on e-invoicing compliance, client portal and document automation — aligned with your DATEV environment.

Schritt 3

Step-by-Step Implementation

Pilot launch with one client group, gradual rollout — your ongoing firm operations are not disrupted.

Schritt 4

Client Onboarding

Structured onboarding of your clients to the portal — with guides, personal introduction and ongoing support.

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Starting mid three-figure range

per month · flexible terms · up to 50% BAFA-funded

Alle Preise →

Preguntas frecuentes

For DATEV firms we primarily recommend DATEV Meine Steuern or DATEV Auftragsstatus — seamless integration without interface problems. As DATEV-independent alternatives, addis.io, smartsteuer Business or the lexoffice portal are well-suited. The choice depends on your existing system landscape, client size and desired functionality. We analyze your firm and recommend the optimal solution.

From January 1, 2025 B2B invoices in Germany must be receivable as e-invoices (XRechnung or ZUGFeRD). From 2026 larger companies also have a sending obligation. As a tax firm you need to first convert your own invoice sending and second advise clients on the conversion. We set up the e-invoicing infrastructure and create client communication materials.

DATEV Unternehmen Online (DUO) allows clients to upload documents digitally and access evaluations. Setup per client takes approx. 30-60 minutes — firm activation, client access, app installation and first document capture. We create an onboarding workflow that you can roll out to all clients with minimal effort.

Yes, when implemented correctly it is fully GDPR-compliant. Important: data processing agreement with the software provider, data storage on EU servers, end-to-end encryption and access logging. All systems we recommend meet these requirements. We also verify GoBD compliance — crucial for the tax recognition of digital documents.

In our experience, 70% of clients are actively using the portal after 2-4 weeks. A structured onboarding is key: personal introduction (also by phone), a simple step-by-step guide and low-threshold first tasks like uploading an invoice. Older clients sometimes need a bit longer but also adapt with personal support. We create proven onboarding materials for this.

How digital is your tax firm?

Free digitalization check in 3 minutes — specifically for tax advisors, instant score across 7 dimensions.

Non-bindingIn 3 minutesFirm-specific

Digitalization for Tax Firms

How we digitalize your tax firm

Client Portal

E-Invoicing & GoBD Compliance

DATEV DUO & Cloud Integration

Digital Document Capture

Automated Accounting Processes

Document Management System (DMS)

Firm Analysis

Digitalization Roadmap

Step-by-Step Implementation

Client Onboarding

Preguntas frecuentes

Which client portals do you recommend for tax advisors?

What do we need to do for the e-invoicing mandate from 2025?

How does DATEV DUO setup for clients work?

Is digital document capture GDPR-compliant?

How long does it take clients to adapt to the digital portal?

How digital is your tax firm?

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