— Tax-advisor partner program —
Your client cockpit for the firm.
Tax firms get a firm cockpit (included in the Kanzlei plan), a personal invite link and a client overview. No exclusivity.
How it works
- — 01 —
Register as a partner
Register for free — we review and activate your firm panel.
- — 02 —
Invite your clients
Dedicated referral code; clients sign up through your link.
- — 03 —
Your clients start right away
Clients who sign up through your link appear in your cockpit immediately — at no extra cost to your firm.
The offer
- Firm cockpit – included in the Kanzlei plan
- Personal invite link for your clients
- Client overview: invited clients and their activity
- No minimum volume, no exclusivity
- Client or partner may cancel at any time
Why work with us
You stay the control centre
In the firm cockpit you keep status and follow-ups of all connected clients in view. Your own branding (white-label) is planned.
DATEV export included
Each client provides CSV/EXTF files and the tax advisor package for your DATEV import.
No 1st-line support load
We take 1st-line support, you stay the advisor.
Frequently asked
Do I need to be a firm plan myself?
The client cockpit is part of the firm plan. We unlock the partner features (invite link, client overview) after a short review.
What if a client cancels?
The client leaves your cockpit; no clawback applies.
Can I leave the program?
Yes, any time. Clients you've already invited stay in your cockpit.