Client lifecycle automation
Automations cover the full client lifecycle.
Source: LinkedIn company description · Retrieved October 13, 2026
Its automations cover the client lifecycle and help tax advisers handle repetitive tasks. The software transfers data bidirectionally between DATEV and TAXMATION, avoiding duplicate data entry.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
Automations cover the full client lifecycle.
Source: LinkedIn company description · Retrieved October 13, 2026
The software provides structured documentation of tasks, messages and documents for team transparency.
Source: LinkedIn company description · Retrieved October 13, 2026
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RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 5, 2026, September 13, 2026, September 27, 2026 and September 28, 2026. How the company lists are built.
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