Websites and software for accounting and tax firms

Ordinary email is poorly suited to tax documents and payslips, because messages often travel unencrypted across several servers. An upload area or client portal with login and encrypted transfer is safer. It also matters where the data is stored and who has access to it.

The services you offer, your target clients such as SMEs, private individuals or associations, your team and their qualifications, and a clear way to get in touch. Memberships or licences, for example with the Federal Audit Oversight Authority, build extra trust, provided they apply. A legal notice and a privacy policy are also part of it.

Once several employees look after many clients with recurring deadlines, a CRM helps you keep track. It shows each client's contacts, jobs, deadlines and notes in one place. Whether a standard solution is enough or you need a link to your existing accounting software depends on how you work.