Digital tax consulting: providers, advantages, and tips
More and more self-employed people, freelancers, and companies are choosing to work with a digital tax office. This saves them time, optimizes their accounting, and makes the relevant processes more efficient.
And thanks to modern cloud solutions, automation, and digital document exchange, everyday tax matters are becoming easier and more convenient. We show you how digital tax consulting works, what advantages it offers, and what you should look out for when searching for a suitable provider.
The technical platform is operated by Integral Services GmbH. All reserved tasks (Vorbehaltsaufgaben) are performed by Integral Tax GmbH Wirtschaftsprüfungsgesellschaft.
The essentials at a glance
Flexible and location-independent tax consulting service
Thanks to digital cloud solutions and apps, you can access your accounting data anytime, anywhere.
Less effort and more time
With a digital tax advisor at your side, you can concentrate on what matters most. The digital functions replace many manual steps.
Optional personal consultation
Using digital tax advice does not mean you have to completely forego personal advice! Many providers can also be contacted by phone to clarify important questions, for example.
Automated processes
Real-time evaluations and automatic document assignment ensure that accounting becomes even smarter.
Often low overall costs
Due to the reduced manual effort involved, digital tax consulting often incurs lower costs than traditional accounting. Exceptions are possible—it is worth comparing.
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With digital tax advice, bookings, annual financial statements and ongoing tax issues are largely paperless, location-independent and digital. Modern platforms use cloud technology, process documents digitally and enable rapid communication, such as via chat or email, for efficient collaboration.
These are the benefits of
digital tax advice
Saving time in everyday life
Accounting, advance sales tax returns and annual financial statements often take many hours. Your tax advisor will do this professionally for you. Upload receipts digitally to the platform instead of filing or searching for them.
Work from anywhere
Cloud-based systems give you access to your data at any time. Whether at home, in the office or on the go.
Transparency
Many providers of digital tax advice automatically provide up-to-date evaluations. So you don't have to request them separately every time.
Reliable sparring partner
The advantage of digital advice is evident when it comes to tax issues at the latest: You can easily exchange ideas with your tax advisor. For example via chat or video call.
The “sustainability” aspect
A digital tax advisor helps you save paper. This saves resources.
A look at the benefits of a digital tax office shows that you not only enjoy more convenience when it comes to your tax, but are also investing in a sustainable solution.
The All-in-One Tax Service for your business
Tax Advisory
Proactive advice that helps you move forward
We understand your business and think proactively instead of just working through obligations.
Quick and personal communication
Your personal tax team will answer you within 24 hours—without waiting, without waiting for weeks.
Central platform for everything
Central platform for everything: Financial statements, receipts, and inquiries come together digitally in one place—including a digital signature.
Bookkeeping
Automated booking processing
Connect bank accounts and payment service providers such as Stripe - we automatically import all transactions.
Easy document management
Digital documents are automatically entered, all others are simply uploaded via our platform.
Weekly accounting & monthly BWA
You will receive regular evaluations and a clear overview of missing documents.
Payroll
Digital management of your employee data
Simply maintain master and transaction data online, without back and forth.
Individual support included
A personal payroll accountant is available to answer any questions or adjustments you may have.
Cost-effective & scalable
Fair prices per payslip and processes that grow with your company.
Financial Statements & Tax Return
Timely and complete
We prepare your tax returns and annual financial statements on time and submit them digitally to the tax office.
No surprises
You will receive an early overview of missing documents, tax obligations and upcoming deadlines.
Easy compliance
We make working together as easy as possible for you.
The technical platform is operated by Integral Services GmbH. All reserved tasks (Vorbehaltsaufgaben) are performed by Integral Tax GmbH Wirtschaftsprüfungsgesellschaft.
This is how a digital tax advice works
From document upload to real-time evaluation: A digital tax office uses modern technologies to make tax advice transparent and independent of location. Documents and data are digitally exchanged centrally. There is no need for piles of paper and manual steps.
Customers scan or photograph receipts and upload them to the cloud. The tax advisor can access the documents directly.
The stored software reads out the documents and automatically assigns them to the appropriate categories.
Special dashboards allow you to get an overview of the current situation at any time. In this way, you can always keep an eye on evaluations and tax dates, as well as open items.
Do you have any questions for your tax advisor? You can send them directly to your contact person via app or email.
Treaties, powers of attorney and other important documents When working with a digital tax advisor, you usually no longer have to print them out, as they can be signed with a digital and legally secure signature.
Digital tax advice and the providers
The market for digital tax advice is growing. Numerous providers have specialized in modern, technology-based solutions. In order to find the right online tax advice for your company, it is worth taking a closer look at services, specializations and technical interfaces.
The following is a selection of well-known providers:
Vendors
Target group
Performances
Prize
Companies and self-employed people who are looking for an all-in-one solution for their accounting, tax advice and payroll accounting.
Accounting, tax advice and payroll — all on one platform.
Support from tax advisors.
Clear dashboard with all important data.
On request
Optaxium
Companies that are interested in digital tax advice with an interface to DATEV.
Central document entry.
Proactive advice.
On request
Finmatics
Companies with a comparatively high volume of documents.
Automated document processing and accounting based on AI.
Automatic document recognition and multi-stage invoice approval.
On request
Fastbill
freelancers, self-employed people and smaller companies.
Software for creating offers and invoices, digital document management.
Automated bookkeeping.
Starting at 9 €/ month
WISO
Private individuals, self-employed people.
Automatic allocation of documents and automatic data transfer.
Bank integration.
Starting at €22.99/month
Which provider is the best fit for you and your company depends on several factors. These questions help narrow down the selection:
- Would you like to process all of your bookkeeping digitally or just some areas?
- Which legal form concerns your search (e.g. GmbH, UG or freelance work)?
- What is your average document volume? The more documents, the more important automation is.
- Do you need specific interfaces, such as to DATEV, your accounting tool or your business account?
The clearer your requirements, the more specifically you can compare suitable offers. For further information, it is also worth taking a look at the website of the Federal Chamber of Tax Advisors. There you will find the latest developments, technical articles and practical tips on digital tax advice and accounting.
What does a digital tax advice cost?
The costs for the services of a digital tax advisor can vary significantly depending on the provider and scope of services. While traditional tax advice often charges based on time spent or on a lump sum basis, many digital law firms offer flexible models.
Factors that can influence the price include:
- the complexity of your tax situation
- the number of documents to be processed
- additional services, such as payroll or business advice
Here, too, it's worth taking a closer look: Depending on requirements, a package price or an individual offer can be useful. In any case, you should request a transparent offer that clearly states which services are included and what costs are involved.
Did you already know? Even though there are exceptions, digitally based law firms often work more efficiently, more flexibly and more cost-effectively than traditional models. Modern software, automated processes and cloud-based communication reduce manual effort, minimize sources of error and enable a faster exchange of documents, evaluations and queries.
Trends in digital tax advice
The development of online tax advice has not yet been completed. Technologies and functions are constantly changing.
AI and automation in particular will become more important in the future. AI can already recognize documents, analyze tax data and provide information on optimization potential. This makes work more efficient and you also benefit from it.
Cloud solutions and client apps are also becoming more important: They enable access from anywhere, quick upload of documents and direct inquiries. At the same time, digitization will further simplify cooperation with tax offices, banks and tax advisors. Step by step towards paperless processes.
Get digital advice now
Would you like to save time, avoid paper chaos and optimize your taxes? Then modern digital tax advice offers exactly what you expect: With a digital tax advisor at your side, you can easily upload documents and have them processed efficiently.
You can access your data at any time. Whether you're a start-up or an established company, online tax advice adapts to your needs and helps you to better understand your taxes. The following tips will help you choose the right tax advisor, even if you want to switch:
Initial consultation
In an initial consultation, find out about the range of services and answer any questions you may have.
Vote
Focus on clear communication: Define which services you would like to outsource and what you would like to take on yourself. Digital tools ensure that all important documents are quickly available and that coordination takes place on a common database.
Transparency
Request a transparent offer so that you can plan costs reliably right from the start.
With the right partner, it is then irrelevant whether you want to make optimal use of operating expenses and depreciation or avoid sales tax errors: A professional tax advisor will pick you up from where you are and answer your questions.
Quick onboarding
We will guide you step by step in introducing our platform and ensure a seamless connection of all systems — for maximum flexibility.
Excellent monthly
Conclusion
You can communicate directly with your contact person via our platform, clarify open issues and ask questions about your accounting.
Timely BWA
You will receive your monthly BWA quickly and precisely so that you can keep an eye on your finances at all times.
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. in your industry), transparent prices and digital functions such as document upload via app, dashboards or automated evaluations. Evaluations, recommendations or a free initial consultation will also help you make your 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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