STATUS QUO
Everyday life at our law firm presents us with challenges
Data exchange
Constant data exchange
Without the use of data rooms for regular communication with clients, tax advisors often have to resort to insecure or cumbersome methods such as email attachments, USB sticks or paper mail to exchange documents with clients and colleagues. This not only leads to increased organizational effort, but also to a higher risk of documents being lost, falling into the wrong hands or not arriving on time. In addition, there is no clear traceability of who has accessed which information and when, which makes collaboration more difficult and jeopardizes compliance with data protection and compliance requirements.
PROBLEM #1
Too many isolated AI solutions
Each tool is a standalone solution with its own login, interface, and database. Documents, files, emails, and project data must be manually entered into each tool
PROBLEM #2
AI and Client Data
Many tax advisors would like to use AI (for summarizing, researching, and drafting), but are effectively prohibited from entering client-related content into "public AI" systems.
PROBLEM #3
AI potential remains untapped
There is no specific use case for law firms. The result: AI is either not used at all, or only sporadically for text-based work, with no measurable impact on turnaround times, quality, or advisory services.
OUR TOOL
A centralized solution for document management
Integrated law firm platform
An integrated law firm platform instead of standalone tools.
DMS, client communication, tasks, deadlines, and AI all work with the same data using a unified permissions and compliance framework.
BMD & DATEV Integration
Direct processing of BMD and DATEV data.
Documents, journal entries, and reports are processed directly from the system within the DMS environment—without the need for exports or media breaks.
Data-Secure Law Firm AI
Private law firm AI for client tax data.
Data remains within the secure law firm environment, without using public AI systems, without training on law firm content, and with a data processing agreement, license agreement, and full logging of all AI actions.
DOCPIT AI
Preparing for Client Meetings
Structured preparation for client meetings.
Automated client briefing including status updates, open items, key metrics, changes from the previous month/year, and a specific list of questions.
DOCPIT AI
Risk & Plausibility Check
Risk and plausibility checks with audit trail.
Anomalies, outliers, data gaps, and implausible trends are reported as a verifiable list of findings with references to the original data.
DOCPIT AI
Automated document reconciliation
Automated document and bank statement reconciliation.
Document mapping, detection of missing documents, duplicates, discrepancies, and unexplained entries —including pre-drafted client emails.
OUR PROMISE
Highly secure & convenient
With full GDPR compliance, client-side encryption, various certificates, servers in Austria, Germany and Switzerland and FIDO2 technology, we reliably protect your sensitive data. Employees can useTAXPOINT to its full extent after a short onboarding, and all functions are immediately clear and understandable even without training.
Security
The safest
solution on the market.
Convenience
The switch to
TAXPOINT is simple.
CUSTOMER RATINGS
What TAXPOINT users say
OFFER
Our service packages
Basic
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All Basic Features:
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∞ Data rooms
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∞ Projects
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∞ Workspaces
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∞ External users
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Simultaneous editing of documents
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Versioning & Audit Trail
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Roles & Rights System
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Qualified digital signature
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10 GB memory / user
Supplementary expenses
Minimum user (4): €96.00
Onboarding (one-off): 1.492,00€
Interface setup (one-time): 864,00€
Interface / month: 70,00€
Signatures Advanced: 0,10€
Signatures Qualified: 2,50€
Video Call / minute: 0,15€
Memory overrun / Approx. GB / month: 1,00€
Professional
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All Basic Features, plus:
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∞ AI Chats
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∞ AI Transcript / Dictation
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Semantic Search
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Perplexity Web Search
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Project templates
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BMD / DATEV Interface
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Outlook Addin
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Offsite backups
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20 GB memory / user
Supplementary expenses
Minimum user (8): €352.00
Onboarding (one-off): 1.492,00€
Interface setup (one-time): 864,00€
Interface / month: 70,00€
Signatures Advanced: 0,10€
Signatures Qualified: 2,50€
Video Call / minute: 0,15€
Memory overrun / Approx. GB / month: 1,00€
Premium
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All Basic plus Professional Features, plus:
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AI Workflows
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AI Knowledge Management
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Windows Sync Client
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40 GB memory / user
Supplementary expenses
Minimum user (12): € 768.00
Onboarding (one-off): 1.492,00€
Interface setup (one-time): 864,00€
Interface / month: 70,00€
Signatures Advanced: 0,10€
Signatures Qualified: 2,50€
Video Call / minute: 0,15€
Memory overrun / Approx. GB / month: 1,00€
Would you like to compare our packages?
Arrange a free demo appointment now.
