ZepDesk accounting software
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Serve your clients, with one sign-in for all.

Your clients keep their books in ZepDesk, and you work on the same data. Each client invites your firm into their companies, and all of them appear in your company switcher. Neither your firm nor the client pays extra for the access.

How your firm sees its clients

Each client has their own account and pays for their companies. The client's administration invites your firm by e-mail and assigns the roles per company. After signing in, the company switcher shows every company you are invited to, across the accounts of different clients.

Example, all companies invented. The client sets the roles per company; at Technik the firm posts entries itself, at the GbR it only prepares filings and annual accounts.
Muster Technik GmbHTax and Accounting: at Technik the firm posts entries itself, including accruals, provisions and depreciation for the annual accounts.
Users in ZepDesk: the tax advisor with the Tax role in this company

Which role your firm needs

VAT returns, cash-basis accounts, annual accounts, corporate and trade tax, disclosure file and DATEV export. On its own, this role does not see invoices, receipts or the bank; today only the administration works with payroll.
You see everything, including receipts, bank transactions and the change log, and change nothing outside taxes.
You post entries yourself, including accruals, provisions and depreciation for the annual accounts.
VAT returnscash-basis accountsannual accountscorporate and trade taxdisclosure fileDATEV exportinvoicesreceiptsbank transactionschange logpost entries yourselfrun payroll
What each role sees and does

How the work is divided

The client writes invoices, uploads receipts and reconciles the bank. You see the same data without collecting receipts. For the VAT return you check the figures with their origin down to the single entry. Transmission runs on behalf once the filing has been approved. More under Taxes and ELSTER.

For the annual accounts you draw up the balance sheet, income statement and notes according to the size class and generate the disclosure file (annual accounts). If you continue in your firm's software, the DATEV export delivers a posting batch per period with invoices, receipts and bank transactions.

Clients with a holding and subsidiaries: each entity is a company of its own, and you need a role in each. Figures only flow between the companies through a fiscal unity (Organschaft), and it is set up by the companies' administration, not by the tax firm. What ZepDesk handles per type of tax is described under Holding and group.

Official codes of the advance VAT return for Q3 in ZepDesk, each line with code, description, net amount and tax

What ZepDesk does not take on

No overview of all clients. You see deadlines and status per company; you switch through the company switcher.
No attribution within the group. ZepDesk does not calculate the attribution of income to the controlling company.

For firms with many clients we discuss terms and setup. Write to sales@zepdesk.de or book a call.

Book a call for your firm.

We show you the company switcher, the roles and the DATEV export with demo clients.

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