For Tax Advisors
Client documents automatically processed. AI extraction, DATEV export, and a dedicated portal for your firm.
Benefits for Your Firm
Client Overview
Centralized view of all client documents and their processing status.
Automatic DATEV Export
Seamless integration with existing tax advisor tools. No more manual data transfers.
AI-Preprocessed Documents
Clients upload, AI extracts, tax advisor reviews pre-processed data.
Dedicated Portal
Separate access with role-based permissions for your firm.
How It Works
1
Client uploads document
2
AI extracts and classifies
3
Tax advisor reviews and exports