Client integration made easy
By Sarah
Tax consulting reimagined: How to make your firm completely digital
In today’s tax consulting industry, clients expect fast, transparent and digital processes. Firms that still rely on paper files, emails or manual Excel lists quickly reach their limits. With a modern solution such as billbox, the entire tax firm can be digitally mapped – from document entry and payment reconciliation to automated reports.
Everything digital, everything centralised
Centralised recording of all invoices, receipts and payment information not only saves time, but also significantly reduces the likelihood of errors. Employees can concentrate on value-adding tasks, while all data is available in real time at all times. The integration of clients is particularly advantageous: receipts are fed directly into the system, payments are automatically reconciled and reports are generated automatically. This provides clients with up-to-date evaluations and enables tax advisors to provide proactive advice without wasting time on manual data reconciliation.
Client integration made easy
The flexibility of billbox enables individual workflows and role models that are tailored precisely to the needs of each law firm. Employees are only given the rights they need, substitutions can be limited in time, and all approvals are traceable. Automated evaluations such as P&L overviews, cash flow forecasts and maturity analyses ensure that law firms can maintain an overview at all times and provide their clients with optimal advice.
- Clients can submit invoices and receipts digitally immediately – no need to add anything later.
- All payments are automatically recorded and reconciled with the receipts.
- Tax advisors receive up-to-date evaluations and can advise clients in a targeted and efficient manner.
Safety at the highest level
Security and data protection are top priorities in tax consulting. With finely graded roles and rights, a direct bank interface and transparent approval processes, billbox meets the highest standards. This means that both clients and firms benefit from maximum security in all financial processes.
Client 4.0
The digitisation of a tax office is therefore no longer a dream for the future. With billbox, processes are made efficient, transparent and secure. Routine tasks are eliminated, clients receive better service and meaningful analyses, and the firm gains strategic freedom to expand its consulting expertise. Tax consulting thus becomes not only easier – it becomes smarter.
INTERFACES AND ASSOCIATIONS
Dr. Roland Schaub, lic. phil. Rosa Käch,
lic. oec. Florian Beckmann
CONTACT
billbox AG
Limmatquai 58
CH-8001 Zürich
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