Industry workflow
Tax Advisor and Law Firm
Digital client onboarding and receipt capture — fewer follow-ups, more advisory time.
Current friction
New client onboarding often means weeks of paperwork: powers of attorney, DATEV setup, bank access and many follow-ups that tie up your staff.
Digital path
A digital client cockpit guides clients through uploads and checks, creates the DATEV master file and schedules the first appointment automatically. Staff only handle exceptions.
Use cases
How this works in daily operations.
Each scenario makes the same promise concrete: cleaner intake, clearer handovers and less manual chasing in the office.
GmbH onboarding in 48 hours
New client delivers documents digitally before the first meeting.
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Operational effect
StartOnboarding shrinks from weeks to days.
Receipt capture without paper
One upload link replaces many emails; OCR sorts receipts automatically.
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Operational effect
StartAnnual collection takes days instead of weeks.
Deadline radar
The system detects missing items before deadlines and triggers reminders and escalations.
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Operational effect
StartYour firm handles deadlines proactively.
Next step
Does this look like the kind of relief your business needs?
Then we can look at the current intake flow, the systems already in place and the shortest path to a calmer process.