When your tax adviser chooses the tool.
Some tax firms only work with one particular platform and want receipts exclusively from there. In that case this platform is the pragmatic choice. If your tax adviser accepts a DATEV export (DATEV is the accounting software most German tax advisers use), you run your whole business in WorkOrderAgent and stay in control.
How your tax adviser gets the data from WorkOrderAgent
Your tax adviser still takes care of the annual accounts. You supply the figures without shoeboxes and folders going back and forth.
- Upload receiptsBy photo, scan or email. The document management system archives in line with GoBD (German rules for digital bookkeeping).
- Sorted and recognisedThe system sorts the receipts by date and supplier.
- Package at month endYour tax adviser receives the booking entries as DATEV CSV, cleanly assigned to accounts.
Platform for the tax firm or platform for the business owner
Tax adviser platforms are designed for the tax firm to capture the data. In WorkOrderAgent you run your business yourself, from quote to payment.
| Feature | Tax adviser platform | 1x1-WorkOrderAgent |
|---|---|---|
| Cloud hosting in Germany | yes | yes |
| DATEV CSV export | yes | yes |
| Advance VAT return built in | yes | yes |
| Bank reconciliation in several passes | yes | yes, 9 passes |
| Multi-company capable | yes | yes |
| DMS with text recognition and full-text search | partly | yes |
| Order management | usually not | yes |
| Customer portal with digital signature | usually not | yes |
| Online shop | usually not | yes |
The details describe typical representatives of the category, as of June 2026. Individual providers differ. Please check in each case.
Related
Ask your tax adviser, we will show you the rest.
Try WorkOrderAgent free for 20 days and check the DATEV export with your tax adviser. Or let us show you the accounting using your own figures.
0173 644 22 17