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Practical Guide Tax Advisory and Client Management
Receipts in a shoebox? From now on, every receipt arrives already read. This guide demonstrates how PaperOffice separates, reads, and organizes your clients' documents into a dedicated Workspace for each client—enabling your team to focus on verification rather than sorting.
The file is available in English and German; you download the version in the language of this page. Free, no registration.
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MoreWhat's inside
- The shoebox at month-end
- What holds receipts up in the firm
- The process at a glance
- One Workspace per client
- Collecting receipts
- Splitting batch PDFs
- What PaperOffice reads
- Finding calculation errors
- Bank statements: create the template once
- Every transaction as a row
- Tax assessments and what is still missing
- Handover to your firm software
- What firms ask when they start
- Try it yourself in 45 minutes
- Videos on the topic
- Your first client in five days
- Checklist and start
Who it is for
Tax Advisory: You advise clients and require complete, legible documentation without having to sort documents yourself. Firm Staff: You receive receipts, categorize them, and prepare them for accounting. Corporate Accounting: You collect receipts for your firm and want to know exactly what is being processed.
Key facts
- 20 pages, with a test package to try it yourself in 45 minutes
- Each client receives their own Workspace with client number, VAT ID, and tax number.
- Receipts can be uploaded via smartphone, scanner, or email. A batch scan is automatically split into individual receipts by the PDF AI splitter.
- AI-DMS Premium reads the type, issuer, amounts, and numbers, with each field linked to the corresponding snippet from the receipt.
- The audit by AI-DMS Ultra identifies calculation errors, while an IDP template processes bank statements line by line.
- Posting continues in your practice management software. PaperOffice delivers the data via export, API, or webhook.
Questions and answers
Frequently asked questions about this download
Does PaperOffice handle the bookkeeping?
No. PaperOffice separates, reads, and organizes receipts. The actual booking takes place in your firm's accounting software; a DATEV interface is not part of this guide.
How do the receipts reach us?
Via upload, smartphone using the QR code, scanner via SFTP into the /inbox folder, or as an email — including from a mailbox via Connector.
What happens with combined scans?
The PDF AI splitter separates documents into individual receipts and stores them in the Workspace of the client.
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