01
Answers without follow-ups
The client delivers what is missing instead of forgetting it. Requests arrive as a short, clear list.
Tax advisory and accounting firms
Client documents, deadlines, follow-ups: we take the manual work off the firm and leave the advice with the people who carry it.
What your clients expect
02
Deadlines under control
Every deadline and follow-up is visible before it comes due.
03
A person decides
Judgement calls and assessments are made by the firm, not the system.
Where it hurts today
- Documents arrive by post, email and portal, in formats that are sorted by hand.
- Recurring requests and reminders tie up qualified staff.
- E-invoices and receipts are captured and transferred manually.
What we build
Document agent
Sorts incoming mail, flags what is missing and files everything in the right place.
To the service →Client portal
Clients upload what is missing and see the state of their case.
To the service →Deadline and case dashboard
Open deadlines, cases and requests at a glance.
To the service →E-invoices to DATEV
Check, assign, hand over. No double entry.
To the service →Your systems stay
We add what is missing instead of rebuilding what already exists. Typical systems in this industry that we connect to:
- DATEV
- Addison
- Agenda
- Document portal
Named without any partnership. Connection depending on the available interface.
Where we deliberately stop
No tax assessment and no judgement call by a system. The professional assessment stays with you.
What is coming up
Whether and how it affects you is clarified by your legal partner.
since 01.01.2025, issuing from 2027/2028
E-invoicing in B2B
Receiving structured e-invoices has generally been mandatory in Germany since 2025. The obligation to issue follows in stages from 2027 and 2028.
Source: BMF, FAQ E-Rechnung (in German) ↗since 02.02.2025, next stage from 02.08.2026
EU AI Act
Duty of AI literacy for staff since 2025, transparency obligations for certain AI systems from August 2026.
Source: EU AI Act Service Desk ↗
A day with the system
Example workflow, for illustration.
08:30
Documents that arrived overnight are pre-sorted, with missing items flagged per client.
08:45 · Person
The team checks the sorting and approves the requests for missing items.
14:00
The month's e-invoices are checked and prepared for DATEV.
17:30
The firm's lead sees open deadlines and cases in the dashboard.
Discretion and operations
- Data lives on servers in the EU
- Roles: everyone sees only what they need to see
- Every step is logged, including rejections
- Code, servers and access belong to you
Technical properties of the systems. The legal assessment is provided by your legal partner.
Frequently asked questions
Contact
Let's talk about your project.
Write to us briefly about what it is about. You will receive a personal reply.