For tax advisors
Approved bookings instead of shoeboxes
Your clients capture and approve. You receive consistently coded bookings with the original documents — ready for DATEV or BMD.
Clients
- Café Falter3 open
- Holzbau Egger1 open
- Studio Nachbar0 open
DATEV export ready
Illustrative example with sample data
For tax advisors
Clean, approved data
Every booking has been approved by your client and carries its source document.
Your own access
Your clients invite you with the accountant role — no shared passwords.
Your formats
Take over bookings as a DATEV or BMD export (from the Business plan) or as CSV.
How the collaboration works
- 1
Your client invites you
With the accountant role in their organisation.
- 2
You review
Approved bookings, documents and VAT figures per period.
- 3
You export
Download the export and continue in your own software.
The product supports pre-accounting and does not provide tax advice. Assessments and filings remain with you.