Steuerberatung und Wirtschaftsprüfung

Law firm CRM

Are you familiar with the tedious task of rummaging through your clients’ numerous (paper) documents and contact points? Did you know that with a CRM for tax advisors—the Kanzlei CRM—you would finally have time for client care, your own office management, and your own strategic orientation?

With our Kanzlei CRM, you and your team can see all the data you need, prepared exactly for you, and have access to client management with a complete history. And all this in real time, so to speak.

Law firm management

Uniform data collection and improvement of data quality
Automated processes tailored to your law firm
Mobile access to client files – online/offline
Cross-location prospect and client management

Client file

Access to all relevant client information
Intelligent assistants for creating clients with address verification and validation
Built-in business card scanner
Easy operation thanks to guided input masks
Complete client history including appointments, phone calls, documents, and email correspondence

Document management & Newsletters

Access to standardised templates
Versioning and full-text search
Creation of personalised serial emails
Extensive connection to GDPR-compliant newsletter tools

Appointment task managment

Extensive calendar function & overviews
Connection to Microsoft Exchange possible
Setting up protected executive calendars
Creation & delegation of tasks
Monitoring delegated to-dos

Connected with DATEV

Minimize Data Entry

Via a standard interface to DATEV, your firm CRM automatically synchronizes master data from DATEV.
Responsibilities, relationships and assignments are transferred seamlessly, allowing you to use them directly within your daily workflows in the CRM.
This gives you more time to focus on client relationships and your firm’s controlling.

Benefits & Advantages

For Management

Firm Controlling
Digital Document Management
Time Tracking

For Your Team

Digital Client File
Contact History
Collaborative Case Management

For Your Clients

More Time for Advisory Services
Enhanced Service
The Right Information at the Right Time

We take care of it for you

Start Immediately – No Downtime

With our ready-to-use TAX packages, you can begin your digital transformation instantly and be fully operational within just a few days.

100% Cost Transparency

Enhance your TAX starter package with the option that fits your needs. Whether TAX-1, TAX-2 or TAX-3 — you choose the right solution for your firm.

Experts by Your Side

Since 1989, our clients have benefited from our IT expertise. You can too. We empower your firm to succeed in digital transformation.

Future-Proof Solutions

Our solutions are designed around your needs — with a clear focus on tomorrow. This ensures your firm remains strong and competitive in the years ahead.

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 Firm

Start the way you prefer – from from installation to system login, we take care of everything.

Discover a range of solutions carefully designed to drive your firm’s growth.

TAX 1

Start immediately – no installation required. Your firm CRM in the cloud with exclusive access to DATEV.

Instantly available in the German cloud of CAS Software AG
Secure DATEV integration via encrypted connections
No installation required – user setup only
Subscription-based model – no large upfront investments

TAX 2

Your own firm CRM within your ASP environment. We coordinate all technical details directly with your service provider and support you from order placement through to your first login.

Installed on your own (ASP) server infrastructure
Secure DATEV integration via encrypted connections
Full technical coordination with your IT partner handled by us
Available as subscription or perpetual license
Additional modules and extensions can be added at any time

TAX 3

The firm CRM including all CAS Software AG modules (Report, Event, Survey and more). Everything you need — for today and for tomorrow. Installation is handled by us, so you can simply start with your login.

Installed on your own (ASP) server infrastructure
Secure DATEV integration via encrypted connections
Full technical coordination with your IT partner handled by us
Available as subscription or perpetual license
All modules included – benefit from the full functionality without limitations

Informed. Innovative. Always one step ahead.

Could this be your solution? Send us a message — we’ll get back to you: