SMARTPHONE APP FOR ACCESSING THE WEB PLATFORM

steuerexperten.PRO

Our communication platform with 24/7 access allows you to be in touch with your most important documents and information anytime, anywhere.

The communication platform can be accessed via an app available from the smartphone shops. Access data must be set up once in our office. The world of information is then open to you. The data is displayed in a responsive mode, i.e. it is easy to read, also on your smartphone. By swiping your finger up, down or sideways, you can always view all available data.

APPLICATION PURPOSE

CRM functions

DOCUMENTS

Display all important documents - you can archive contracts, estimates, notifications and view them later, filter them and sort them into categories.

Organizer

You can assign roles to your team members, assign duties and view all relevant information as needed.

READY-TO-USE TEMPLATES

Different procedural actions require appropriate forms. Our platform allows you to print ready-made forms and templates that you can use in different legal proceedings.

CLIENT INFORMATION

Through their database, you can exchange all necessary data with your tax advisor: the accounting records kept by the company can be forwarded to the tax advisor within minutes, or you can have them back to you after you have made your calculations. This is all done digitally, and not a single sheet of paper is wasted.

databox

Sie können alle relevanten Daten mit Ihrem Steuerberater über dessen Datenbank austauschen: Die im Betrieb geführte Buchhaltung kann innerhalb von Minuten an den Steuerberater übermittelt werden, oder Sie erhalten sie nach der Abrechnung zurück. Dies alles geschieht digital und es wird kein einziges Papier verschwendet.