Tax Firm Automation: DATEV Implementation for Mid-Market
Looking for a partner who actually implements document processing, DATEV workflows and client communication in your firm – not just consults? Fixed price from €5,000, first automation live in 4 weeks, handed over rather than locked in.
We implement DATEV automation in tax firms – concretely, in 4 to 8 weeks, fixed price from €5,000. Unlike classic consulting we hand the process over to your team after go-live. No ongoing lock-in, no dependency. You get the workflow, the DATEV setup, the Personio and Lexoffice integrations, and the documentation – and can either build on it yourself or pull us back in selectively. Suited for firms with 10–250 staff who know they need to automate but do not want to build an IT department for it.
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