HEINI · HEINI in Tax accountant
Handed over clean. Ready for the firm.
The tax-accountant colleague reviews the prepared bookings, keeps the GoBD trail and hands over cleanly to your firm.
Assess scope, data and required integrations on your own workflow.
- Tax accountant
- Assess the scope together
Example workflow
Handed over clean. Ready for the firm.
The tax-accountant colleague reviews the prepared bookings, keeps the GoBD trail and hands over cleanly to your firm.
The accountant needs supporting documents for a proposed posting.
Nothing has been sent or changed yet.
- ContextReviewer, DATEV export
- ResponsibilityResponsible role and agreed permissions
One document is missing from the handoff.
The document list and query are prepared; posting follows review.
Nothing has been sent or changed yet.
What HEINI takes off your desk
What HEINI prepares here
- 01
Task 1
Reviews booking suggestions
- 02
Task 2
Exports via the DATEV document interface
- 03
Task 3
Keeps the audit-proof log for inspection
Explore the workflow and further possibilities
How the work moves forward
How the work moves forward
The tax-accountant colleague reviews the prepared bookings, keeps the GoBD trail and hands over cleanly to your firm.
- 01
The request
The accountant needs supporting documents for a proposed posting.
- 02
Still to clarify
One document is missing from the handoff.
- 03
Prepared
The document list and query are prepared; posting follows review.
What is already included
How the work connects
03HEINI and SUSI in conversation
All work areas, Predictions and supervision at a glance.
Meet the whole team↗
Trust · human decision
Prepared by HEINI. Decided by you.
Assess scope, data and required integrations on your own workflow.
Security facts- Still to clarify
- One document is missing from the handoff.
- Prepared
- The document list and query are prepared; posting follows review.
Your business. Your case.
See HEINI in Tax accountant.
Assess scope, data and required integrations on your own workflow.
See HEINI on your own case