Multi-client cockpit
One interface for 40–80 clients: dedicated inbox address, search and filtering, metrics, and client detail pages with open review cases and export readiness.
For tax advisors
The firm inbox for 40–80 clients.
For €49/month, manage client invoice intake centrally: every company gets its own inbox, while your firm sees status, follow-ups and export readiness in one workspace. The default workflow stays client-led: the client exports the tax-advisor package ZIP and sends it to you; direct DATEV transfer remains beta and production-approval gated.
The problem you already know
Forwarding PDFs by email. Sorting receipts chronologically. Typing DATEV batches by hand. A separate folder for every client. With 40–80 clients this becomes weekly search and follow-up time you cannot bill.
Client master data for DATEV
SKR03/SKR04, advisor number, client number, fiscal-year start and default creditor are maintained per client so exports do not need to be rebuilt inside the firm.
DATEV master-data import
Account labels and DebKred_Stamm are imported and reviewed per client. Creditor suggestions are manually confirmed before every assignment; no creditor is created automatically.
Supplier-level default account coding
Creditor and expense/default account values are stored per client and supplier, flow into DATEV CSV, direct transfer and the tax-advisor package, and are recorded with an immutable supplier.konto_assignment_changed audit trail.
Tax-advisor package ZIP
The default handoff without a firm login: clients export a ZIP with DATEV CSV, originals, readable previews, manifest, booking suggestions and README, then send it to the advisor.
DATEV handoff with client separation
CSV posting batches per client, original files and audit trail stay separated. Direct DATEV transfer remains clearly marked as beta until production approval is active.
Client health & triage
Every client carries a health score (Healthy / Needs attention / At risk) with its top reason in the cockpit; the list sorts the clients that need attention to the top. Computed deterministically from open backlog and access state — explainable, no AI.
Supplier intelligence & IBAN watch
Per supplier: a warning once more than one IBAN is observed (verify before paying), the format mix of incoming invoices, recurring patterns and an explainable risk score. Read-only and traceable — no black-box scoring.
Prüfungsmappe for the audit
For each invoice a GoBD-oriented evidence pack: invoice identity, file provenance with SHA-256 checksum, validation result, processing and export timeline, the audit trail and a retention summary — as Markdown or as a ZIP with the original file, with no data changes.
How the firm workflow works
Create a client: dedicated inbox address and DATEV master data are maintained; suppliers send e-invoices there.
The client reviews or approves invoices first — you see relevant cases with status, search, filters and export readiness in the firm view.
Account labels and DebKred_Stamm support account coding and match suggestions; creditor assignments are manually confirmed, never auto-created.
Stored creditor and expense accounts per supplier flow into DATEV CSV, direct transfer and the tax-advisor package; changes stay auditable.
Default path: the client exports the tax-advisor package ZIP and sends it to you. Direct DATEV transfer remains beta and production-approval gated.
Why firms switch
€49/month firm plan; annual commitment -15%, 2-year commitment -30%
A single interface for 40–80 clients — instead of dozens of email folders
30% revenue share during the first 6 months for referred clients in the partner phase
DATEV master data, account labels and reviewed DebKred_Stamm suggestions per client
Supplier-level coding with immutable audit trail instead of manual follow-up work
Tax-advisor package ZIP with DATEV CSV, originals, previews, manifest, booking suggestions and README
GoBD-oriented archive, 8 years, tamper-evident
Client health: an explainable health score sorts what needs attention to the top — no AI
IBAN watch per supplier: a warning on changed bank details, before payment
Prüfungsmappe per invoice: a GoBD-oriented evidence pack with SHA-256 checksum for the audit
Common questions for tax firms
Do client invoice intakes remain separate?
Yes. Every company has its own inbox and DATEV master data; status, exports, original files, and audit trails remain separated by client.
How does the tax firm receive validated documents?
The default route is the tax-adviser ZIP package with DATEV CSV, original files, previews, a manifest, and posting proposals, sent by the client to the firm.
Is direct DATEV transfer generally available already?
No. It remains beta and production-approval gated; DATEV CSV and the tax-adviser package are the available handoff routes.