What tax firms get out of it
Read access to postings, receipts and reports plus export rights, at no extra charge for the client.
Posting batches and master data in the familiar format, per period and company.
Receipts sit digitally on the transaction, with recognition data and bank reference. Nothing has to be submitted later.
All companies in one login, kept separate for accounting, with their own charts of accounts and tax profiles.
Audit log, reversal instead of deletion, hash chain: what the client did is traceable.
Invoice templates and PDF layout per client, so outgoing mail stays consistent.
How the collaboration works
The client posts their day-to-day work themselves: invoices, receipts, bank. You step in where judgment is needed and take on the financial statements and returns. The separation of roles is enforced technically, not just agreed on paper.
For firms with many clients, we discuss terms and onboarding. Write to sales@zepdesk.de or book a call.
What a month with ZepDesk looks like.
Four steps as they actually occur at tax firms. Scroll through the process.
No shuttling of receipts, no interim versions, no queries about bank statements.
Book a consultation for your firm.
We show you the client view, the DATEV export and the roles on a demo client.