Practice software: what tax advisors and bookkeeping offices need

Every client in one place

The client list is a practice's workplace: client number, name, town and each client's package, searchable even with hundreds of them. One click opens a client's books without signing out; the same screens, the same user.

Seeing what is missing

Good practice software shows where work is waiting before the client calls. In TWT Accounting Pro every client has a row with a traffic light: receipts awaiting approval, open bank lines, draft entries and the state of the VAT pre-return and the month-end close. Every figure leads straight to the page it comes from.

Who may do what

• You decide which member of staff may open which client, and at which access level.
• An access you withdraw is closed at once.
• Your people never count as the client's users.
• Every entry and every change is in the log, whoever made it.

The ways to the tax office and to DATEV

The VAT pre-return goes from the client's books to ELSTER, and the overview shows which client has not filed yet. For DATEV, the booking batch is written in the EXTF format with your adviser number and the client number in the file header; for a tax audit, the GoBD package per client.

DATEV export for your tax advisorVAT pre-return over ELSTER

Talking to the client

One conversation per client instead of a ticket queue: the client answers from their own workspace, without a new account, and internal notes stay in the practice.

One set of books, no copy

In TWT Accounting Pro the practice keeps the books in the client's own bookkeeping; there is no second ledger and no copy. When a client ends the engagement, they keep every line that is theirs, and only your access goes.