The current DATEV digitalization index for tax advisors shows that tax consulting firms have made significant progress in the digitalization of their processes over the past year. This particularly affects law firms with up to four employees. However, the fact that around half of the documents are still received in paper form also reveals a lot of room for improvement. Taking advantage of this potential is not as difficult as many people believe.
Digital data input – a success factor
The digitization index also illustrates that the level of digitization depends on the degree of digitization of the data input. This means: “The more advanced the digitization of the incoming data is, the easier it is to digitize the other internal processes and data output and make organizational adjustments.” GetMyInvoices provides optimal support and thus also creates a prerequisite for the use of Tax Tech. Our software ensures that you as a tax advisor automatically receive your clients’ receipts digitally – and immediately.
GetMyInvoices automatically compiles your clients’ incoming and outgoing invoices from a wide variety of sources. The range extends from thousands of online portals to email inboxes to third-party solutions such as invoice creation tools. This means you no longer have any reason to print out invoices you receive digitally and forward them to you in a pen folder - which is not legally permissible anyway. Rather, it is an opportunity to contact partners who still send invoices by post and ask them to make the documents available digitally. In addition, GetMyInvoices offers a scanning app that can be used to easily digitize receipts that arise on the go, for example, and upload them to our invoice management solution.
All documents can be managed via a web browser. In addition, automatic forwarding to common accounting programs and via interfaces to DATEV Unternehmens Online, ADDISON OneClick or Stotax Select and thus to you as a tax advisor can be set up in just a few steps.
Pleasant work at all levels
GetMyInvoices adapts to your processes with various packages. You benefit from clear client management in which you can see all of your connected clients. You can log in directly to your client’s account at any time to view all invoices or account statements received via GetMyInvoices. You also have the option of requesting other portals for invoice downloads, creating tickets for clients and also uploading your invoice to the client account.
Working with your clients is significantly simplified and becomes more efficient. You can prove your digital competence with our digital expert seal and thus stand out from your competitors. This means that far more advantages can be achieved than simply saving time/optimizing processes and securing the future, which, according to the DATEV digitalization index, are seen as the most important drivers of digitalization processes. The tax consultants cited, among other things, the willingness of the clients (65 percent) and the time required for implementation (55 percent) as obstacles. Neither applies in the case of GetMyInvoices. Because our invoice management solution is ready for immediate use, is maintenance-free thanks to the cloud, is intuitive to use and almost completely relieves your clients of the manual work for preparatory accounting. So no reason to stick to the manual approach!
Use other options
As far as the staff shortage reported to DATEV and the difficulty of recruiting employees for tax firms are concerned, GetMyInvoices helps to conserve human resources. If you, as a tax advisor, also use other digital solutions, you can strengthen this effect.
One example is e-learning, which can be used to cover many qualification measures. Just as travel effort and costs can be avoided here, this is also possible in many discussions with clients. During the Corona crisis, numerous people have learned how to use conference software etc., so that you can replace some business trips with a virtual meeting with a clear conscience. That saves time and money. Try it!
