A tax consultant platform is a must and not just an optional extra if you want to network and digitalize communication with your employees, clients and external contacts. What sounds like a good and efficient idea is still more of a patchwork quilt when it comes to practical implementation in many tax consulting firms.
Although digital tools are already widely used, most tax firms use stand-alone, isolated solutions instead of organizing their workflows and collaboration in a comprehensive strategy.
You have probably already noticed that the various tools in the course of digitalization offer tax consultants noticeable advantages. However, for a measurable and sustainable increase in efficiency and relief for your employees, you need a platform on which you can combine the individual case applications.
From video calls to project management: stand-alone solutions in tax firms
There are many law firm software and digital solutions for companies and law firms. In Germany, for example, DATEV dominates the market, while BMD sets the tone in Austria. In addition to the two top dogs, there are numerous other software applications in circulation. These little digital helpers mostly handle singular tax consultancy tasks, so you need a tool for every area:
- Insert digital signature according to the requirements of tax consultants
- Software for securely uploading documents and receipts
- Tool for video calls and online conferences
- Project management and task management for the law firm
- Customer Relationship Management (CRM) Software
A multitude of highly specialized small problem solvers is useful to a certain extent, but tax consulting is a complex overall package and therefore requires a well-sorted toolbox instead of countless small tools. On a tax consultant platform, you can organize and link all isolated solutions so that you have the application you are looking for at your fingertips.
Secure & efficient: Control communication & workflows via one platform
Tax consultancy is a highly networked business, because in addition to colleagues, employees and clients, external partners such as authorities, courts, lawyers and notaries also need to be taken into account. In addition, "New Work" has also found its way into tax consultancy - many colleagues work from home and larger law firms also work across locations.
In order to meet all important deadlines in your day-to-day business, you are dependent on smooth project processes, both internally and externally. However, it becomes difficult if you have to use a handful of different communication tools and individual solutions for each individual work step.
Which tax consultant or accountant is not familiar with this problem: half-completed hospitality receipts or missing certificates reliably hold you up at work - and following up by email or phone costs additional time and nerves.
One of the fundamental advantages of digitalization should be that you can bundle your services, internal and external processes and, above all, communication with clients and partners. For this to work, you need a central, digital contact point instead of small isolated solutions.
A tax consultant platform such as DOCPIT offers in this context:
- GDPR-compliant, secure data exchange for all your internal and external communication processes
- E-mail chains with questions & answers become superfluous thanks to a standardized communication channel
- Project management tool for clear task management within the law firm
- A web conferencing tool integrates communication with the team and clients
- Missing documents are automatically followed up with the client - a real time saver for your accounting department
- Automatic data exchange with BMD & DATEV - you can connect both softwares via the platform
- Relieve your accounting department by automatically assigning documents from BMD & DATEV instead of manual assignment
- Receipts that arrive by email no longer have to be entered manually into the law firm software
- Sensible implementation of workflows, e.g. digital signatures for documents
- GDPR-compliant, secure data transfer for your clients & partners for all documents & sensitive data
With a comprehensively designed tax consultant platform such as DOCPIT, you have the ideal lever at your disposal to put an end to paperwork and communication loops and to digitally transform your work. Isolated solutions are sensibly combined and, thanks to the right interfaces, data exchange with the most important law firm software also works.
One for all: the DOCPIT collaboration suite provides competitive advantages
Collaboration in the digital space works without friction if there are standardized structures and clear processes. The DOCPIT Collaboration Suite is the proverbial common thread for collaboration with clients and stakeholders, enabling you to bring all other threads together efficiently.
In a single centralized tax advisor platform, you and your team control everything from project management to the exchange of individual documents. DOCPIT allows you to communicate stringently with clients, lawyers, notaries and M&A advisors via a single channel. The clear coordination of appointments and a web conferencing tool also help you to further simplify exchanges and all communication processes.
With sophisticated document management and integrated workflows, such as collaborative work on documents in real time and interfaces to the most important law firm software, DOCPIT gives your law firm a significant competitive advantage: the time you no longer spend on bookkeeping can be used for acquisition and sound advice.
Tax advisor platform as a growth factor: mandatory instead of optional for your tax advice
With the legal obligation to digitize, the trend is clear: tax advice is increasingly moving online. And that has advantages. With the right solution, you can steer your workflows in the right direction, streamline communication and take a huge load off your accounting department thanks to automated follow-up when documents are missing.
If you see yourself as a partner and business advisor to your clients, strategic optimization of your internal processes is definitely worthwhile. What benefits you internally ultimately also benefits your clients and shows you to be an innovative, service-oriented financial expert.
This makes digitalization a growth factor for the industry - and for your company. You can invest the time you gain in providing your clients with the best possible advice instead of chasing after lost documents.
To keep pace as a modern tax advisor, you should take the initiative instead of allowing yourself to be controlled by developments in your working environment. A comprehensive and holistic tax consultant platform offers you the necessary technical infrastructure for this. Contact us if you would like to find out more about the advantages and potential of DOCPIT for your tax consultancy!
