In short: The biggest lever in a tax firm is the client file that fills itself: receipts are requested in a structured way, uploaded by the client in the portal, automatically assigned to the right file and archived GoBD-compliant – no e-mail chaos, no paper stacks.
Typical challenges
- Receipts arrive scattered across e-mail, paper and cloud.
- Retention and GoBD obligations must be met reliably.
- Client communication is hard to trace.
A digital firm workflow
- Request receipts instead of chasing them – with live status.
- Client portal: the client uploads securely, everything lands in their file.
- Audit-proof storage per GoBD with versioning and an audit log.
- DATEV connection for seamless receipt exchange.
- Retention periods stored, then deleted in a GDPR-compliant way.
What to look for
Hosting in Germany, GoBD compliance, a DATEV interface and a simple client portal that even less tech-savvy clients use. More on choosing: choosing a DMS.