Digital Tax Advisor – Secure data exchange with your personal online safe
Digitization is progressing at a tremendous pace in all areas of life. Also in the field of tax advice, digitization is an important factor that is indispensable. We have taken up this challenge and reorganized our working method in our company to enable digital and efficient work. It’s not just about a paperless office, electronic communications or video meetings – a key point is the secure and easy data exchange with clients.
Often the exchange of information is distributed among different channels, e.g. by regular mail, email or via personal contact. With our digital online safe we can communicate with our clients from all over the world safely and easily and exchange data – and all this in one place.
All data e.g. the last income tax assessment notice, prepayment assessment notice, etc. can be easily and simply found in your personal online safe. You have access to your data anytime, anywhere and you also can easily upload your documents for your yearly German tax return.
Income Tax
Assistant
Our online platform offers a helpful assistant to identify the documents needed for your income tax return. The assistant guides you through all questions relevant for the German income tax return. You only have to answer “yes”, “no” and “can not judge”.
Necessary documents
After completing the wizard, you will receive an overview of the required documents. So you can specifically submit the documents that are really needed. This facilitates the complete compilation of the documents and reduces any addtional inquiries.
Clear overview
After completion of your German tax return, we will provide you with a copy of your income tax return as well as our information letter in your personal online safe. Also other important documents such as your income tax assessment notice, prepayment assessment notice or a notice of your new tax number can be found here.
Accounting
Financial accounting dashboard
In your personal online safe the clear dashboard presents key figures of your business in comprehensible graphical editing. Upon request, you will receive the evaluations of your financial accounting directly from your online safe.
Accounting documents
Upload your receipts quickly and easily to your personal online safe and they are immediately available to us. Also the communication and our demands to e.g. missing documents can be processed via our online platform.
Reminder service
We will automatically remind you of the submission of your accounting documents should you forget this. You will also receive reminders of the next income tax prepayment automatically.
