Clouds for tax consultants and tax firms

Digitization brings many advantages for the day-to-day work in a tax office. Clouds for tax consultants simplify and speed up communication with clients and the tax office. However, high security requirements must be observed to protect sensitive and confidential data. Here we show interesting application scenarios for cloud solutions in tax offices.

Cloud services for tax consultants

Cloud solutions make it easier for a tax office to digitally process documents and thus collaborate with colleagues. The number of application scenarios that make a cloud attractive for tax consultants is large. We have summarized examples from the everyday work of a tax office in the following list, which show how practical the use of cloud computing is in taxation.

In addition to the enumerated advantages of clouds in tax firms, there are other aspects that have particular relevance for the security of data when tax consultants use a cloud. For the digital processing of annual financial statements and tax returns, the DSGVO-compliant securing of data is essential. In addition, all IT-supported processes in a tax office are subject to the principles of proper accounting (GoBD). With its excellent cloud solution, TeamDrive meets all the requirements for a cloud in taxation. In addition, a separate contract for professional secrecy holders in accordance with Section 203 of the German Criminal Code (StGB) is also issued for TeamDrive’s cloud services.

With TeamDrive, tax consultants and tax firms can store, manage, edit and exchange all data securely and safely. Data protection aspects are fully complied within electronic document storage. A cloud solution in the tax office is particularly practical for clients who can provide their documents digitally for tax advice. Learn more about the interaction between the office and the client when using secure cloud services in the next section.

Cloud solutions in the tax office enable secure data exchange

Via TeamDrive, it is very easy to digitally connect clients to a tax consultancy software. This process is simple and inexpensive to implement, so many clients appreciate this service. Secure data exchange proves beneficial in many ways.

Clients are increasingly receiving receipts in digital form. However, documents can also be digitized by scanning, so that documents no longer have to be filed in paper form in a folder. Clients store such data in a folder on their end devices. The folder is provided by the tax office via the TeamDrive service. This enables fast, flexible and secure data exchange via end-to-end encryption. Clients do not need to take any further steps for this, as the encryption is fully automated.

Employees in a tax office no longer wait for documents from clients to arrive by a deadline. They automatically receive the stored and released documents from the cloud to review and process them. In parallel, the files remain archived for the long term and in compliance with GoBD, without incurring expensive costs.

Advantages of a cloud for the tax consultant

Clients and law firms are given the option to individually configure the digital exchange of documents and data. This process automatically meets all data protection requirements through the secure end-to-end encryption process. Content stored in the folders of a cloud is always synchronized in the process and is therefore always up-to-date. TeamDrive’s cloud solution simplifies the recording of documents, so that its use does not require any special IT knowledge. Every tax consultancy office that uses TeamDrive as a cloud service has an unlimited number of licenses for clients. There are no additional costs for this.

How clients benefit from cloud solutions in the tax office

The client saves his scanned files in a defined folder in the cloud on his computer or server. Their data is then encrypted and automatically transferred to the tax consultant. The process runs in the background. With a TeamDrive Professional license, the client can save the process. Quotations, project documentation and other data are thus stored automatically and in an audit-proof manner.

Thanks to these advantages, TeamDrive as a cloud solution for tax consultants is also a secure and affordable addition to DATEV Unternehmen Online. This application is already in use in many tax firms.

Sharing DATEV Unternehmen Online with TeamDrive

DATEV Unternehmen Online is a platform for the electronic exchange of data. Three different data connection options are available for this: via DATEV Cloud, via e-mail or via document transfer.

The document transfer can be accessed using TeamDrive. After configuring the interface between TeamDrive and DATEV Unternehmen Online, clients store their scanned documents or documents already available in electronic form in defined folders in a TeamDrive space.

In the receiving system, which in this case is the DATEV Unternehmen Online platform, this folder is defined in the TeamDrive space as the import folder. The tax consultant performs a data import into the processing system. Clients receive their tax consulting evaluations and other files in other folders created by the tax office. Clients have the option to cost-effectively expand the TeamDrive cloud at any time to ensure audit-proof archiving of sales documents in compliance with GoBD.

TeamDrive is the optimal cloud solution for tax consulting

With TeamDrive’s cloud service, you as a tax consultant can securely store sensitive data via end-to-end encryption or send it to customers in encrypted form as well. With TeamDrive, information is stored and transferred in the cloud in accordance with the requirements of the DSGVO and the GOBD. All data is located on secure servers in Germany. Tax firms working with TeamDrive meet all data security and data protection standards.

In addition, TeamDrive serves as a cost-effective, decentralized storage location for documents and information generated by the day-to-day work in the tax office. You can grant your clients secure access to the folders you specify via free licenses. For 5.66 euros per workstation and month, tax offices receive a comprehensive service for storing digital data without any problems. This saves both sides time, especially when processing a tax return.