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Digital tax advisory: comparison, costs and tips
And thanks to modern cloud solutions, automation and a digital document exchange, everyday tax life is becoming easier and more convenient. Here you can find out how digital tax advice works, what benefits it offers and what you should pay attention to when looking for a suitable provider.
Key takeaways
Thanks to flexible cloud solutions and apps, you can access your accounting data anytime, anywhere.
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What is digital tax advice?
However, this does not mean that there would be no personal contact when it comes to digital tax advice. If necessary, many providers also offer the option of making appointments for personal meetings. In parallel, you can as part of a Online tax advice usually (and depending on the provider) access your data in real time and request automated evaluations.
The corresponding offers are particularly suitable for self-employed people and companies for whom flexibility and transparency are important. What is certain is that the fact that there are more and more digital tax advice services available shows that this is probably not a trend, but rather a long-term development.
These are the benefits of digital tax advice
Or in other words: Digital processes eliminate many manual steps, such as sorting or sending documents by post. Instead, simply upload the documents via app or platform and send them to your digital tax office. It can then retrieve invoices, receipts, etc. at any time.
These are the most important benefits of digital tax advice at a glance:
Integral services at a glance
Tax advice
Bookkeeping
Payroll
Financial statements & tax return
General accounting:
· Accounting documents (digital or on paper)
· Documents
· Totals and Balance Lists (SuSa)
· Business Analyses (BWA)
Tax documents:
· Submitted and pending tax returns
· Tax assessments
· Correspondence with the tax office
Digital data:
· DATEV data (client inventory, account framework, etc.)
· Login data or access rights for accounting tools
Payroll (if applicable):
· Payslips
· Payroll accounts
· Social security reports
How much does digital tax advice cost?
Factors that can influence the price include:
· the complexity of your tax situation
· The number of documents to be processed
· additional services, e.g. in payroll accounting or business consulting
Here, too, it's worth taking a closer look to find out whether it's more worthwhile to opt for a provider that calculates on the basis of package prices or to choose a digital tax advisor who charges you an individual price.
In any case, you should request a transparent offer that shows exactly how much you are paying for which services.
Did you already know? Even though there are exceptions: A tax advisor who works digitally is often more efficient, flexible and cost transparent than a traditional law firm. The use of modern software, automated processes and cloud-based communication reduces manual effort — both for the law firm and for clients. This saves time, minimizes sources of error and enables a significantly faster exchange of documents, evaluations and queries.
Future: Trends in digital tax advice
It can currently be assumed that opportunities relating to AI and automation in particular will play an increasingly important role in the future. The two are increasingly intertwined. Artificial intelligence is already able to automatically recognize documents, analyze tax data and make suggestions for optimization. As a result, the work of the tax advisor, who uses the appropriate systems, becomes more efficient. And of course, this is exactly what customers also benefit from.
At the same time, cloud solutions and client apps are also becoming increasingly important. Both make it possible to either view and manage tax data while on the go, upload receipts quickly and ask questions.
In addition, digitization is likely to continue to ensure that cooperation between tax offices, banks and tax advisors continues in the future — for example on the basis of paperless communication.
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Are you interested? Get digital advice now!
You also have access to your data at any time — even when you're on the go. Regardless of whether you are just starting to establish your start-up on the market or whether you have been active with your company for decades: Online tax advice adapts individually to your needs and helps you to better understand your taxes.
1. Find out about the available services, for example as part of an initial consultation. Here you can already answer many open questions.
2. Focus on clear communication and show which services you would like to outsource and what you might want to take on yourself. Many tax advisors use special tools that ensure that their clients have important documents Always have it quickly at hand. This allows you to exchange information at any time on the basis of the relevant data.
3. Ask for a transparent offer that will help you to Costs of a tax advisor To be able to plan optimally from the outset.
With the right partner at your side, it doesn't matter whether you want to make optimal use of business expenses and depreciation to save taxes or whether you want to avoid expensive VAT mistakes: A professional tax advisor will pick you up where you are and answer your questions.
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1. Free initial consultation
2. Tailored offer & start
3. Clarity and collaboration
Frequently asked questions about digital tax advice
Digital tax advice means that tax services are largely provided online. Typical examples include digital document entry, automated accounting and communication via apps or platforms. In this way, processes can be made more efficient, paperless and independent of location.
With digital tax advice, customers save time. They also reduce their paperwork and can get an overview of their tax matters from anywhere — for example via an app. Thanks to automated processes, companies do not have to invest more time than necessary in their taxes.
Since digital tax advice is individually tailored to the needs of users, it is suitable for a large target group. The corresponding opportunities can be used by self-employed people as well as by SMEs and large companies. More and more private individuals are now also relying on a digital tax advisor.
Reputable providers rely on modern security standards such as end-to-end encryption, two-factor authentication and GDPR-compliant data processing to ensure that their customers' data is secure. If in doubt, it is worth asking what precautions are being taken.
Die Tax advisor costs depend on the provider, the scope of services and the type of company. Many law firms offer transparent package prices or modular pricing models that are flexibly adapted to clients' needs. In many cases, automation can even save overall costs.
When choosing, pay attention to experience, specialization (e.g. on your industry), transparent prices and digital functions such as document upload via app, dashboards or automated evaluations. Reviews, recommendations or a free initial consultation will also help you make a decision.
Digital tax advice will continue to gain in importance. Artificial intelligence, automation and interfaces to accounting and banking tools make processes even more efficient. The combination of technology and personal expertise is becoming the new standard — even for smaller companies and self-employed people.
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