Digital Tax Transformation

The digital transformation of the tax function: a lived reality with us. We pave the way for efficient, secure and transparent processes. With smart tools, digital solutions and artificial intelligence, we accompany you in the digital age. Worldwide and from a single source. For all types of taxes. From the initial idea to the successful implementation of tailor-made, automated and digital tax solutions.
Heiko Preisser
Partner
Certified Tax Advisor, Graduate Economist
Anna Luce
Partner
Certified Tax Advisor, Graduate in Business Administration
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Taxes. Moving Forward Digitally Together.

With our Digital Tax Transformation Approach, we think holistically. All projects interlock and build on each other. They are part of our Big Picture – and can be scaled as required.

Our approach always follows the same path. We start with a health check to understand your company and all tax processes precisely. Together with you, we identify opportunities and clear potential for optimization. Our goal: to maximize your efficiency and ensure tax compliance.

With our tools, we pave your way to automated and operationalized processes. We rely on excellent in-house developments and proven cooperation partners. The focus is on solutions that really suit you and your system landscape.

Process Digital Tax Transformation

Generative AI effectively transforms your tax processes – from fully automated workflows to the creation of texts and the summarization of complex reports. AI opens up new territory for you, creates freedom and meets the shortage of skilled workers with smart efficiency.

Our approach: hybrid intelligence. Humans and AI work hand in hand. The human is always in control. Because you set the direction.

We accompany the transformation of your tax function. And steer forward digitally together.

Our services

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Health Check

We analyze your individual status quo. With our health check, we examine your tax processes clearly and precisely. Together, we identify existing weaknesses, define goals and develop a tailor-made roadmap for your entrepreneurial digital tax transformation.

Our focus areas

  • Analysis of existing tax processes
  • Assessment of existing tax risks
  • Identification of optimization potentials
  • Definition of digitization goals
  • Development of an implementation plan

Operational

We tackle challenges head-on and start where things are not working. From detailed analysis to the implementation of your roadmap, we accompany you step by step. We use AI and smart tools such as Microsoft Power Platform, Process Mining or Alteryx to automate your tax processes, ensure data quality and realize efficiency gains. Nationally and internationally. This is how we pave the way for lean, reliable processes.

Our focus areas

  • Target/actual analysis
  • Development and implementation of a roadmap to Operational Excellence
  • End-to-end digitization of processes
  • Ensuring consistent data quality
  • Sustainable increase in efficiency in tax departments

Compliance

If you want to stay on course in compliance with the law, you need clear rules and reliable structures. We create documented standard processes that ensure your tax compliance. Across national borders. Whether it’s a proprietary solution or existing tools: We integrate your tax processes into existing governance systems, use digital tools, and ensure ongoing control and optimization. This way you stay compliant. And fit for the future.

Our focus areas

  • Setting up and documenting standardized processes
  • Compliance-compliant process design in proprietary solutions and outsourcing
  • Integration into existing governance structures
  • Regular review and optimization of compliance processes

Tools

We support you in the selection and implementation of suitable tools. Together with you, we develop tailor-made digital tax solutions that seamlessly integrate into your structures. Efficient, scalable and sustainable. From process definition to implementation and documentation, we pave the way to success for the transformation of your tax function. The best thing is: we will continue to be at your side even after implementation.

Our focus areas

  • Selection of the optimal tools and technologies
  • Creation of individual in-house solutions
  • Technical and tax integration into ERP and IT systems
  • Support during implementation
  • Continuous support and training

Our products


fiskus.ai

fiskus.ai is the AI infrastructure for your tax function. It intelligently links expert knowledge, specialist literature, legal texts and your company data. Without any programming knowledge and adapted to your individual needs.

TC Navigator®

The TC Navigator® is your Microsoft-based solution for an effective digital tax compliance management system. It makes tax risks transparent, enables audit-proof monitoring and efficiently supports your tax department.

Tax Data Hub

The Tax Data Hub is your business intelligence tool for efficient data use and tax analysis. It bundles global data stocks, creates transparency and delivers valuable insights for your individual business cases.

PE Suite

The Permanent Establishment Suite is your digital solution for the transparent and secure management of international permanent establishments. From risk analysis and establishment to ongoing compliance, it offers clear workflows, smart tools and a full overview. Worldwide.

DAC7 Suite

The DAC7 Suite supports compliance with the regulations of the Platform Tax Transparency Act (PStTG) and the data collection, conversion and transmission to the Federal Central Tax Office (BZSt).

TP Factory

The TP Factory is your digital solution for the efficient creation of legally compliant local files in transfer pricing documentation. With automated processes from data collection to the finished document, it enables maximum transparency – worldwide.

IND® Suite

The IND® Suite is a digital global workforce management system that transparently and efficiently manages international personnel assignments. With flexible, combinable modules such as Tax, Payroll, and Work from Anywhere, the Suite ensures global compliance and guidance.

Caseware Alessa

Caseware Alessa takes over system-side controls, smart analyses and automated monitoring. For an effective and reliable Tax CMS. And maximum transparency.

WFA Assistant®

The WFA Assistant® is our quick-check tool for compliance with work-from-anywhere requests. It ensures legally and tax-compliant mobile working worldwide – simple, smart, and secure.

DefTax® & GTC Suite

DefTax® and the GlobalTax Center Suite enable integrated and digital tax reporting. For efficiency and legal certainty in annual and quarterly reporting according to IFRS.