Tax Advice 4.0
Say goodbye to paper files and hello to Tax Advice 4.0
The current state of affairs
The progress of digitalisation doesn’t leave the tax consulting industry untouched. The biggest and most obvious change is probably in the monthly collaboration of tax advisors with their clients: the elimination of paper files being sent back and forth to exchange documents and receipts. To keep up with the ever-evolving digitalisation, including the recent boost in mobile working and working from home, you have to rethink everything!The solution: Tax Advice 4.0
Tax Advice 4.0 is radically changing both the work processes within tax accountancy and tax law firms and the entire area of communication and data transmission between clients, tax advisors / tax lawyers and tax authorities. In many places, “digital collaboration” is still understood as the client scanning paper documents and attaching them to an e-mail or manually uploading them to a cloud application for electronic data processing. The aim of digital transformation, however, is to minimize the manual and administrative effort for tax advisors as well as their clients and the tax offices. In fact, there is a simple solution tailored to this very process that lets you handle your client’s accounting processes quickly and easily!A secure cloud service for tax advisors and clients
Tax Advice 4.0 simplifies and standardises the transmission of documents to the tax office, and thus the interaction between your clients and the tax authorities – regardless of whether the information is exchanged as structured electronic data or as scanned documents. The onboarding process, i.e., the connection of new users to this system, is dead simple and really uncomplicated for you.
Onboard your clients now to get your digital initiative going!
Onboard your clients now to get your digital initiative going!
A simple solution: automated, clear, easy to use and safe!
Get started:
quick and easy onboarding
To get you up and running, simply connect your clients and grant them access to the system:
Onboarding directly via the ETL office: an automatic invitation to set their password. For increased security, users can activate two-factor authentication to sign in. Depending on the access rights granted, only you as an ETL employee and/or the responsible tax advisor can modify the master and company data.
ETL employees can be granted different access roles: Assistant, Accountant, Tax Advisor, Auditor and Lawyer. Depending on the assigned role and the respective scope of services, the system will show different contents and offer different actions.
The system automatically recognises which user and which company is logged in. The user identity is particularly important, because it controls their access to documents and the corresponding signature. The user identity is also decisive for using the assigned rights.
This is how everything stays secure!
Onboarding directly via the ETL office: an automatic invitation to set their password. For increased security, users can activate two-factor authentication to sign in. Depending on the access rights granted, only you as an ETL employee and/or the responsible tax advisor can modify the master and company data.
ETL employees can be granted different access roles: Assistant, Accountant, Tax Advisor, Auditor and Lawyer. Depending on the assigned role and the respective scope of services, the system will show different contents and offer different actions.
The system automatically recognises which user and which company is logged in. The user identity is particularly important, because it controls their access to documents and the corresponding signature. The user identity is also decisive for using the assigned rights.
This is how everything stays secure!
After the rapid onboarding process that lets you and your clients experience a swift and effortless start, you are ready to go: easily scan all documents to be transmitted using the lightning-fast mobile scanning function. Thanks to artificial intelligence and the automatic recognition of invoice features, accounting data are accurately recognised and processed.
The general document overview lets you see all existing documents at a glance. The system displays the original document next to the captured data, so that you can check one against the other. It’s up to you whether you do this for your client or whether he verifies the data on his own.
You can create folders to create your own data structure, and organise, filter, search and browse all information as needed. You can also display and manage a to-do list, read or write comments, enter due dates for each other, create notes or even assign to-do items. All comments will be prominently displayed in one place. Additionally, you can opt to receive automatic notifications to remind you of upcoming tasks and deadlines.
Your client can send any document to the ETL office simply by clicking the “Send” button. The same straightforward process is used to send documents from the ETL office to your client.
This facilitates your daily routine, assists in your collaboration and, above all, gives both sides more time to focus on more important tasks!
The general document overview lets you see all existing documents at a glance. The system displays the original document next to the captured data, so that you can check one against the other. It’s up to you whether you do this for your client or whether he verifies the data on his own.
You can create folders to create your own data structure, and organise, filter, search and browse all information as needed. You can also display and manage a to-do list, read or write comments, enter due dates for each other, create notes or even assign to-do items. All comments will be prominently displayed in one place. Additionally, you can opt to receive automatic notifications to remind you of upcoming tasks and deadlines.
Your client can send any document to the ETL office simply by clicking the “Send” button. The same straightforward process is used to send documents from the ETL office to your client.
This facilitates your daily routine, assists in your collaboration and, above all, gives both sides more time to focus on more important tasks!
