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MODUS
DE
Industry · Tax advisors

The tax firm where documents, deadlines and follow-ups no longer run by hand.

Tax firms lose expert time to sorting, checking and chasing. MODUS turns that into an AI-operated workflow around your DATEV environment that starts in approval mode and measures its effect in turnaround and freed capacity.

Book a conversationWorkflows we start with

Where time is lost today

  1. Documents arrive by email, upload and paper, in every quality and without assignment.

  2. Completeness is checked by hand, and follow-ups with clients cost days.

  3. Deadlines and document requests live in people's heads and resubmission lists.

  4. Clients ask for status, and someone has to go and look.

Workflows we start with

This is the target split the diagnostic verifies and the sprint builds. Every workflow starts in approval mode; the second column shows what stays with your team.

  1. Document intake and matching

    Target: the system

    Recognises documents from every channel, assigns them to client and period, detects duplicates and missing details.

    Stays with you

    Approval of unclear assignments, posting in the firm's system.

  2. Completeness check and follow-ups

    Target: the system

    Checks against the client's checklist, drafts follow-ups in the firm's voice, keeps following up until everything is in.

    Stays with you

    Approval of the follow-up, professional judgment on special cases.

  3. Deadline and document preparation

    Target: the system

    Builds document lists for annual accounts and returns, requests them in time, shows status per client.

    Stays with you

    Deadline control and professional responsibility stay with the licensed advisor.

  4. Client requests and status

    Target: the system

    Answers recurring requests from case status, drafts replies, escalates professional questions.

    Stays with you

    Sending replies with tax content, the client conversation.

  5. Research and draft preparation

    Target: the system

    Assembles facts, sources and prior work, prepares drafts with supporting documents.

    Stays with you

    Tax assessment, advice and signature.

We work inside your systems

No new platform, no migration. The workflow is built around the tools you already use, for example:

  • DATEV Kanzlei-Rechnungswesen
  • DATEV Unternehmen online
  • DATEV DMS and Arbeitsplatz
  • Agenda, Addison, Stotax
  • Client portals and email
  • Payroll and deadline calendars

What is not delegated

Tax assessment, responsibility for deadlines, signature and the client conversation stay with the licensed advisor. Confidentiality under § 57 StBerG and the GDPR determine which data may go where. The system prepares, checks and follows up; it does not decide.

Other industries

The first step

An operational diagnostic for one workflow: economics, participants, systems, constraints. Afterwards you know whether and how the transformation pays off.

Book a conversation

Or by email: hallo@nicolaischmid.com