Are you a tax advisor and it annoys you that clients keep bringing receipts in pen folders or that you have to remind them to hand in or submit invoices etc.? That’s understandable, after all, analog receipts and reminders take up a lot of time. This also doesn’t exactly make you popular with your clients. Luckily, you can ensure that you receive all receipts digitally and automatically in the future. With GetMyInvoices this is so easy that you and your clients have no implementation effort.
GetMyInvoices is cloud-based and ready to use, so neither you nor your clients need to install any software and can start at any time. The solution automatically collects incoming and outgoing invoices as well as receipts and bank statements from your customers from a wide variety of sources. This includes thousands of online portals, email inboxes and third-party solutions such as invoicing tools. Receipts can be recorded via the app. All documents are stored centrally and in accordance with GoBD and can be forwarded directly to accounting solutions as well as to you as a tax advisor via interfaces to DATEV Unternehmens Online, ADDISON OneClick and Stotax Select. All you have to do is provide your access data once.
Benefits for your clients and you
Benefits include:
- No more hassle. The complete manual work of collecting and forwarding the documents is a thing of the past.
- Receipts will no longer be forgotten.
- Since checking for new documents and forwarding can be set at a specific time, it is possible to make the settings so that all accounting/tax-relevant documents not only reach you on time, but almost in real time.
- Automatic reading of information. This means: no typing out the invoice amount, customer, etc.
- Overview. If you or your client are ever looking for a document, you can easily search for it at any time using any web browser - from anywhere in the world.
- Easy collaboration. If you have a question about a document, you can ask your client via the embedded Communication Center.
In addition, with GetMyInvoices you are on the right track and can digitize your law firm more. The level of digitization depends largely on the degree of digitization of the data input. The more advanced the digitization of incoming data is, the easier it is to digitize other internal processes and data output and make organizational adjustments, he said DATEV digitalization index 2020 . Accordingly, data input in digital form in tax offices has increased, especially digital data input via direct interfaces. Small law firms in particular have developed enormously here. The biggest obstacles cited are the acceptance and/or suitability of the clients (65 percent) and the time required for implementation (55 percent). However, GetMyInvoices eliminates both arguments.
You also gain more resources for your employees in times of staff shortages. This is because they have more capacity to concentrate on their actual work, which in turn benefits the clients.
A service plus and competitive advantage
Depending on your needs, you can choose different GetMyInvoices packages - from the free starter client mailbox to a package that you can design in your corporate design and with which you can offer your clients a special service. In your client management you can see all your connected clients. You have the option of logging into an account at any time to view all invoices or account statements received via GetMyInvoices. In addition, you can, for example, request other portals to download invoices, create tickets for clients and upload your invoice to the client account. We also offer you our digital expert seal. This allows you to show your clients and those who are looking for a modern tax advisor that digitalization is more than just a buzzword for you and that you stand out positively from other tax firms. With just five client accounts you will receive the digital expert seal in bronze and your own account will be free of charge for you. You will also receive a personal contact, exclusive training and much more
So don’t chase missing receipts anymore! Try GetMyInvoices for three months free of charge and without obligation!
