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Industry solution / Consulting & Services

Know which client records are missing before year-end review

For tax practices that need a clear client file, a working list of missing documents and a realistic view of filing dates. Professional review stays with the practice.

Pricing & getting started
Industry photograph: Tax Office
Photograph · Mikhail Nilov · Image credits

  1. A usable client file

    Keep records and notes with the right client instead of searching across cases.

  2. Clear work to follow up

    List missing receipts and open questions before the adviser reviews the file.

  3. Dates in context

    Compare case dates and tasks with the practice calendar before promising a deadline.

How Sektura helps with everyday work

Example: two receipts missing before a review

An illustrative day at a tax practice: a year-end review is booked, but two supplier invoices and one question about a transaction remain open.

  1. Open the client file

    The case worker checks the records already attached to the client.

  2. Record the gaps

    Missing invoices and the question become explicit follow-up tasks.

  3. Prepare the review

    The worker checks the recorded date and gives the adviser the open-item list.

The adviser starts with a specific list. The software does not decide the tax treatment or file a return.

Getting started is simple

How it works

  1. Create a test client

    Enter a synthetic client and the relevant reporting period.

  2. Attach a sample record

    Add a test receipt and note one missing document.

  3. Set a review task

    Record a follow-up date and inspect the file again.

Questions before you start

Does this replace the adviser’s review?
No. The desk organises records and tasks; the responsible professional reviews and approves the case.
Are tax office dates imported automatically?
Do not rely on an automatic import. Verify the dates that apply to each client and maintain them in the practice.
Can I import every existing client file?
Start with a test client and check the available entry and export paths. A universal import is not promised.

Filing route

A prepared file or export is not an authority submission. Check the required channel separately.

No credit card is needed to start your trial.

Try the path from a test receipt to the year-end review list.

Start 30-day free trial ↗Pricing & getting started ↗

Industry solution

Tax practices handling year-end accounts

  • tax adviser
  • tax practice

Editorial workflow draft — not a product screenshot.

Missing records before year-end review

A client is missing receipts ahead of a scheduled year-end review.

  1. List the missing receipts in the client file.

  2. Check the filing date against the case notes.

  3. Write down questions for the adviser’s review.

The practice has a clear list for the review.

Tax Office · Actual product view with saved fictional example data.
Mandantenstamm · Actual product view with saved fictional example data. Interface language: German.
01

DATEV Export

DATEV export for clients with client number, CSV format for DATEV import

02

Deadline Calendar

Deadline calendar with traffic-light alerts, escalation and responsibilities

03

Annual Closing Workflow

Internal firm tasks, follow-ups and case worker workflows

04

Standing Mandate & Follow-up

Recurring mandates with automatic follow-up, power of attorney and file storage

05

WIP Report per Mandate

Work-in-progress by mandate & employee — billable vs. non-billable

Less paperwork

Standard features included

These features are included in every sektura solution.

01

Customers

Customer records with full project history for all TaxDesk jobs and relevant contact and location information.

02

Invoices

Invoices for TaxDesk services under local law. Automatic numbering, PDF export and dunning management.

03

Appointments

Appointments for TaxDesk deployments with GPS address, staff assignment and automatic email reminders.

04

Documents

All TaxDesk documents managed centrally: plans, protocols, warranties, certificates and manufacturer documentation.

05

Projects

TaxDesk jobs with industry-specific fields, status tracking and automatic cost calculation.

06

Reports & KPIs

Reports for TaxDesk: revenue by service type, utilisation, averages and profitability per job.

07

Feature voting

Vote on new TaxDesk features. Which functions matter most? Your vote counts in product development.

Getting started is simple

How it works

  1. 01

    Set up clients, tax numbers and billing periods

  2. 02

    Configure tax export datev / mtd / vat-oss and enter initial data

  3. 03

    Configure deadline radar with elster sync and enter initial data

  4. 04

    Configure annual closing workflow and enter initial data

  5. 05

    Create the first invoice or quote and test the workflow

Switching from existing systems

Before you switch, we check which data we can transfer from your existing system.

DATEV · Lexware · sevDesk · FastBill

Prices by country

Germany · Austria · Switzerland · United Kingdom · France · Spain · Italy · Netherlands · Poland · Portugal · Sweden · Denmark · Norway · Finland · Czechia · Romania · Hungary · Türkiye · Russia · Ukraine · Indonesia · Vietnam · Thailand · Saudi Arabia · China · Japan · South Korea · India · Greece · Croatia · Serbia · Bulgaria · Slovakia · Slovenia · Lithuania · Latvia · Estonia · Albania · Malaysia · Philippines · Bangladesh · Pakistan

04 / Getting started

One industry. One clear price.

Choose your industry, country and billing cycle. You will see the corresponding industry price; book add-ons separately when needed.

30

days free trial

No credit card is needed to start your trial.

Billing cycle

Monthly industry price

€49.00/ month

Net price · add-ons separate

This transaction is exempt from VAT under section 19(1) of the German VAT Act (UStG).

No credit card is needed to start your trial.

13 add-ons · available separately as needed +

Add-ons are billed separately in EUR. Displayed prices reflect your selected country and billing cycle.

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Industry photograph: Bookkeeping
Photograph · Mikhail Nilov · Image credits

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Tax practice client files and year-end review | Sektura