Digitalisation of small and medium-sized law firms

Digital processes for tax firms – secure and sustainable

Small and medium-sized tax firms face the same challenges as large players – only with access to fewer resources: Media disruptions, manual activities, lack of standardisation, security and GDPR risks. We provide you with holistic support: from DATEV workflow optimisation to AI & automation to IT security, GDPR & GoBD – backed up by change management & a digital mindset to ensure that digitalisation really reaches your team.

Why small and medium-sized tax firms should digitalise now:

  • Manual routine activities in financial accounting and payroll accounting cost time.
  • Inconsistent DATEV workflows (UO, DMS, ProCheck) hinder efficiency.
  • Non-transparent deadline control and capacity utilisation make planning and quality assurance more difficult.
  • Paperless tax firm: Desired, but processes and habits are not fully digitalised.
  • Increasing requirements for IT security, GDPR & GoBD, which law firms have to meet with limited resources.
  • Uncertainty in the use of AI technologies in tax advisory services: Where do they create real added value and can they be used in a legally compliant manner?

How we support your tax firm:

Change management & digital mindset
  • Managing change and motivating teams for digital transformation
  • Practical best practices
  • Promotion of team spirit
  • Digitalisation as an opportunity rather than a threat

Your added value: The whole team enters the digital age together – no one is left behind.

AI & automation
  • AI tools explained in practice (live demos with law firm cases)
  • Legal basis (e.g. EU AI Act/AI Regulation)
  • Dos & don’ts in productive use
  • Automation to reduce manual activities

Your added value: You will learn how to use AI efficiently and safely in your day-to-day work.

  

DATEV & digital tools
  • DATEV toolbox and workflow optimisation (e.g. UO, DMS, ProCheck)
  • Practical workshops: digital document processing, wages, financial statements
  • Efficient working with additional tools (client portal, eSignature, ticketing)
  • Recognising and avoiding sources of error, establishing DMS structures

Your added value: Your employees use the available tools effectively.

IT security, data protection & infrastructure
  • Infrastructure analysis and vulnerability audit
  • Network security & firewall configuration
  • IT security basics, data protection update (GDPR, GoBD)
  • Secure communication, responsibilities and reporting channels
  • Employee training and awareness

Your added value: You are prepared for the cloud, GDPR/GoBD and upcoming changes.

Questions & Answers

Which AI use cases bring the greatest benefit to small tax firms today (financial accounting, payroll, client communication)?
How do I optimise my DATEV workflow (UO, DMS, ProCheck) without a proliferation of tools?
Paperless tax firm: Which steps are truly decisive?
How do I set up deadline control, capacity utilisation & quality as KPIs in the tax firm?
Using AI safely & compliantly: What governance do law firms need?
Cloud versus being on-premises: What makes more sense for small tax firms?
How long does the digitalisation of an SME tax firm realistically take?
What IT security standards should tax firms fulfil as a minimum in 2025?
Which software categories will be part of a digital tax firm’s tool stack in 2025?
How do I prevent “tool proliferation” and ensure sustainable use?