Steuerberatung und Wirtschaftsprüfung

Law Firm CRM

Do you know this: the tedious searching through countless (paper) documents and contact points of your clients? Did you know that with a CRM for tax advisors—a law firm CRM—you would finally have more time for client relationships, your own firm controlling, and strategic alignment.

With our law firm CRM, you and your team can view all relevant data clearly prepared for you and benefit from client management with a complete history—virtually in real time.

Law Firm Management

Standardized data capture and improved data quality
Tailored and automated processes for your law firm
Mobile access to client files – online/offline
Cross-location lead and client management

Client file

Access to all relevant client information
Intelligent assistants for creating client records with address verification and validation
Integrated business card scanner
Easy operation through guided input forms
Complete client history including appointments, phone calls, documents, and email correspondence

Document Management & Newsletter

Access to standardized templates
Versioning and full-text search
Creation of personalized mass emails
Extensive integration with GDPR-compliant newsletter tools

Appointment & Task Management

Comprehensive calendar features and overviews
Integration with Microsoft Exchange possible
Setup of protected executive calendars
Creation and delegation of tasks
Monitoring of delegated to-dos

Connected with DATEV

Minimize Data Entry

Through a standard interface to DATEV, your law firm CRM
automatically synchronizes your master data from DATEV. Responsibilities, relationships, and assignments are transferred so you can use them directly in your daily workflows within the law firm CRM.
This leaves you with more time to maintain your client relationships and focus on your own firm controlling.

Benefits & Advantages

For Management

Firm controlling
Digital document management
Time tracking

For Your Employees

Digital client file
Contact history
Collaborative work on client matters

For Your Clients

More time for consulting
Better service
Information at the right time

We take care of it for you

Start immediately without delays

With our ready-made TAX packages, you can start your digitalization right away
and be fully operational within just a few days.

100% cost control

Expand the TAX starter package with the offer that suits you best. Whether TAX-1,
TAX-2, or TAX-3 – the right option is available.

Our experts by your side

Since 1989, our customers have benefited from our IT expertise. You can too.
We help you become fully equipped for digitalization.

Future-proof solutions

Our solutions are tailored to your needs. We always keep the future in mind,
so you can confidently move forward tomorrow.

Mit DATEV – verbunden

Dateneingabe minimieren

Über eine Standard-Schnittstelle zu DATEV synchronisiert Ihr Kanzlei-CRM automatisch Ihre Stammdaten aus DATEV. Sie übertragen Verantwortungen, Beziehungen und Zuständigkeiten, die Sie für Ihre täglichen Arbeitsprozesse im Kanzlei CRM nutzen können. Damit bleibt Ihnen mehr zeiht, um Ihre Mandantenbeziehungen zu pflegen und für Ihr eigenes Kanzlei-Controlling.

Nutzen & Vorteile

Für die Geschäftsführung

Kanzlei-Controlling
Digitales Dokumenten-Management
Zeiterfassung

Für Ihre Mitarbeitenden

Digitale Mandantenakte
Kontakt-Historie
Gemeinsam am Mandat arbeiten

Für Ihre Mandanten

Zeit für Beratung
Mehr Service
Informationen zur richtigen Zeit

Wir übernehmen für Sie

Starten Sie sofort ohne Pause

Mit unseren fertigen TAX Paketen starten Sie sofort in die Digitalisierung und
sind innerhalb weniger Tage voll einsatzbereit.

100% Kostenkontrolle

Ergänzen Sie das TAX-Start Paket mit dem für Sie passenden Angebot. Ob TAX-1,
TAX-2 oder TAX-3 das richtige Angebot ist dabei.

Unsere Experten an Ihrer Seite

Schon seit 1989 profitieren unsere Kunden von unserem IT-Know-how. Das können
Sie auch. Wir machen Sie fit in Sachen Digitalisierung.

Für die Zukunft gesichert

Unsere Lösungen orientieren sich an Ihren Bedürfnissen. Die Zukunft haben wir
fest im Blick. So können Sie auch morgen kraftvoll zupacken.

Your Digital Law Firm

Start the way you prefer — everything from installation to logging in to the system.

Discover a range of solutions carefully designed to support the growth of your business.

TAX 1

Start immediately without installation. The law firm CRM in the cloud with exclusive access to DATEV.

Available immediately in the German cloud of CAS Software AG
Connected to DATEV via encrypted connections
No installation required – only user setup
Subscription-based – without large upfront investments

TAX 2

Your own law firm CRM in your ASP environment. We coordinate all further details with your service provider and deliver everything—from ordering to the first login.

Installed on your (ASP) server
Connected to DATEV via encrypted connections
We handle the technical coordination with your IT partner
Available as subscription or purchase
Additional modules and extensions available at any time

TAX 3

The law firm CRM including all modules from CAS Software AG (Report, Event, Survey, and many more). Everything is included—for today and for tomorrow. Installation is carried out by us; you simply start by logging in.

Installed on your (ASP) server
Connected to DATEV via encrypted connections
We handle the technical coordination with your IT partner
Available as subscription or purchase
All modules included – use all benefits without limitations

Informed. Innovative. Always one step ahead.

Could this be your solution? Send us a message and we will get back to you: