Software Solutions for Tax Advisory

Alteryx is a powerful platform for automated data processing and analysis – and an integral part of our digital workflow in tax compliance, data analysis and reporting.

We use Alteryx to integrate data from various sources, conduct automated plausibility checks, and prepare tax-relevant information with a high degree of precision. By identifying data inconsistencies early and standardizing recurring tasks, Alteryx helps us deliver accurate results efficiently and in the required format.

In combination with other applications, Alteryx enables a seamless, end-to-end digital process. For our clients, this means high data quality, faster turnaround times, and full transparency throughout the engagement.

As part of the PBC process ("Prepared by Client"), we rely on the Auditi DataSpace in our audit engagements. This cloud-based platform is ideal for the structured exchange of audit-relevant documents.

Access is provided via a central dashboard that displays the current processing status at all times – for both us and our clients. Communication takes place directly within the tool, featuring a comment function, live preview, and audit-proof documentation.

With hosting in the DATEV data center, the highest level of data security is ensured. The DataSpace reduces coordination efforts, improves traceability, and creates continuity – especially in recurring audits.

DataSnipper brings automation directly into the familiar Excel environment. The solution helps us check documents, compare data, and link documents in a traceable manner.

Whether walkthrough tests, accounts receivable comparisons, or the auditing of complex document chains: DataSnipper recognizes content from PDFs, extracts relevant information, and creates a digital audit trail. This happens directly in the Excel file, including advices, remarks and cross-references.
 
In this way, we gain time for the actual analysis and create a transparent, fully documented audit. For our clients, this means structured processes, fewer queries, and end-to-end digital collaboration.

DATEV is the backbone of many tax workflows – as integral to our work as the tax code itself. We use almost the full range of DATEV solutions, from accounting and payroll to year-end financials and real-time collaboration via DATEV Unternehmen online.

We also integrate third-party systems like Finway, CANDIS, Personio, and HR WORKS through standardized interfaces, enabling automated postings, digital approval workflows, and secure payroll processes.

Even highly customized needs are met through DATEV ISWL, which allows structured imports from non-standard systems. The result: legally compliant, end-to-end digitalization of your financial processes.

The Notes Auditor is an AI-powered tool for the automated analysis of management and financial reports. It identifies relevant content within the reports, compares it against regulatory requirements, and assigns it clearly to the appropriate audit areas.

Auditors remain fully in control at all times: AI suggestions can be adjusted, confirmed, or rejected. The audit documentation is automatically supplemented with cross-references to the original text sources. For clients, this reduces the effort involved in audit support – while improving both transparency and quality.

With DRACOON and Mail2DMS by BuRKom, we digitize client communication and streamline document archiving. Mail2DMS enables structured, client-specific filing of emails and attachments directly from Outlook into DATEV DMS – securely and without media disruption.

Sensitive documents are exchanged via DRACOON, seamlessly integrated into our Microsoft 365 environment. Using Microsoft Teams, Planner, and OneNote, we centrally manage client projects – all data automatically synchronized with the DMS.

Technical implementation, including interface design and process integration, is carried out in close partnership with BuRKom.

Special investment funds require the highest level of tax precision and technological implementation. We combine both: With the Flextax cloud solution from Fact, we create digital tax returns in accordance with Section 51 of the German Investment Tax Act (InvStG) – efficiently, in compliance with the law and audit-proof.
 
We integrate your fund accounting data directly into Flextax, analyse complex income structures and create fully automated tax documents at fund and investor level.

The documents are sent digitally validated and checked via ELSTER. The result: less manual effort, maximum security and full transparency for fund providers, auditors and investors.

Lucanet is a leading solution for Financial Performance Management and is used wherever consolidation, planning, and reporting intersect – both nationally and internationally.

As a Certified Lucanet partner, we support clients with implementation, optimization, and seamless integration into their financial systems. The platform is especially effective for complex needs such as Pillar Two compliance or group-wide reporting.

With a centralized data foundation ("Single Source of Truth"), clients benefit from high data quality, consistent reporting, and automated workflows. Lucanet is a key building block in our digital tax and finance solutions.

The Schleupen Tax Compliance Management Solution helps businesses systematically monitor tax risks and comply with regulatory requirements.

Based on our Tax CMS project experience, we tailor the solution to your individual business processes. Even complex transactions are monitored digitally, traceably, and audit-compliantly.

Combined with our advisory expertise, Schleupen becomes a powerful element of your compliance strategy – ensuring a secure, end-to-end control system for tax compliance.

UiPath is our platform for intelligent process automation. It is used where standardised, manual work steps can be efficiently replaced, such as when extracting data from tax assessments or structuring incoming documents.

By integrating it into our digital process chains, workflows can not only be automated, but also fully documented and traced.

The result: reliable processes with a clear structure, reduced time expenditure and high audit security – a decisive advantage, especially when dealing with large volumes of data.

With U2 Tax Tools, we rely on a modular solution to fulfil tax reporting and documentation obligations. The applications support the structured collection of complex data, its processing in the correct format and secure transmission to the tax authorities.

From country-by-country reporting to DAC6 and DAC7 to global minimum taxation, U2 offers specialised modules with clear workflows, automated checks and central deadline control. The calculation of deferred taxes is also seamlessly supported.

The U2 platform works with flexible templates, enables centralised evaluations and simplifies collaboration within the company. XML generation, validations and standardised interfaces ensure efficiency and legal certainty.
For our clients, this means transparent processes, reliable results and significantly less manual effort when it comes to tax obligations.

With the YAMBS.Converter, we rely on a powerful tool for international invoice exchange. Incoming and outgoing invoices are automatically converted into national formats such as XRechnung or FatturaPA – and securely transmitted via official portals or Peppol.

The system is legally compliant, SAP-compatible and can be easily integrated into existing ERP and invoicing systems. YAMBS offers a scalable solution for managing electronic invoices in a legally compliant, efficient and audit-proof manner, especially for companies with international business.