Digital signatures in compliance and reporting

Microsoft 365 integration in Opti.Tax

Signing contracts, approving projects: the d.velop-sign integration in Opti.Tax for legally compliant digital signatures.

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Microsoft 365 integration in Opti.Tax: what you need to know

What is the Microsoft 365 integration in Opti.Tax?

The integration of Microsoft 365 with Opti.Tax means that, with a Microsoft 365 account, you have access to additional features. For example, you can receive notifications directly via Teams or Outlook. Or Opti.Tax tasks are added and displayed directly in To Do.

Do I need a Microsoft 365 account to use Opti.Tax?

No. The Microsoft 365 integration is designed to make day-to-day work easier for users of Teams, Outlook and other Microsoft apps. However, you can still use all Opti.Tax features without a Microsoft account.

Faster

Fewer reception channels mean receiving all the information more quickly.

More comfortable

Communication takes place in the places you always use.

More reliable

Never overlook anything again, never forget anything again. That way, fewer mistakes are made.

Communicate in the way you’re used to

What the Microsoft 365 integration in Opti.Tax can do

Messages and tasks in the apps you’re used to

In compliance and reporting projects, several people often work together across company and law firm boundaries. This frequently results in parallel lists, email threads and follow-up enquiries. With the Microsoft 365 integration, however, your communication takes place in the familiar environments you are used to.

  • Receive notifications about tasks and changes via familiar channels
  • Supporting project-based collaboration via Microsoft Teams
  • Achieving better coordination between the adviser, the client and other parties involved
Tasks follow the users, not the other way round

Microsoft To Do is integrated into Outlook and Teams. When Opti.Tax tasks are transferred there, users can see their outstanding items alongside their other daily tasks. The link back to the original business context ensures that the context is retained.

  • Make Opti.Tax tasks visible in Microsoft To Do and, consequently, in Outlook
  • Do not manage tasks from Opti.Tax separately, but alongside all other tasks

Working with Microsoft 365 in Opti.Tax

How the workflow with Microsoft 365 integration works

  • One Task or enquiry is created within an Opti.Tax project.

  • The person responsible receives the Information in Microsoft Teams, Outlook or To Do.

  • The task is set out in the familiar working environment planned and edited.

  • Clicking on the link takes the person back to the the relevant project context in Opti.Tax.

  • Status, documentation and supporting evidence remain transparent throughout the professionally managed process.

AI integration in Opti.Tax: a satisfied user in the office

How Microsoft 365 integration eliminates media breaks

Speeding up processes with digital signatures

Fewer media discontinuities between the law firm and the client

Microsoft 365 integration makes it easier to communicate with clients, as well as within a law firm or company. Users receive their notifications and tasks via their usual channels, rather than having to keep track of additional inboxes and chat histories.

Greater timeliness in active compliance systems

TCMS, ICS or procedural documentation are not static PDF documents. This is due to evolving processes, changing responsibilities and actions that need to be taken. That is why automatic notifications and integrated tasks via Microsoft 365 channels offer significant added value. They help to record changes promptly and keep documentation up to date.

Before-and-after comparison

How Microsoft 365 integration makes your work easier
Current situation With MS 365 integration The benefits for you
The tasks are only available in the specialist application Transfer to Microsoft To Do/Outlook Greater visibility in day-to-day operations
Communication takes place via email and chat Project-related notifications and Teams integration Fewer queries and clearer context
The client and the adviser keep separate lists Joint Opti.Tax process with Microsoft 365 integration Standardised status and responsibilities
Compliance documentation becomes out of date Notifications regarding changes and due dates More up-to-date, dynamic documentation

Free of charge and with no obligation

Book a consultation now

Let’s work together to find out how you can successfully use Opti.Tax with Microsoft 365 integration in your specific situation.

  • in person

  • free of charge

  • in detail

Book your no-obligation consultation now and find out more about Opti.Tax:

Packshot of the Opti.Tax software documentation

Can't find a suitable date, or is the calendar not working?

Free of charge and with no obligation

Book a consultation now

Let’s work together to find out how you can successfully use Opti.Tax with Microsoft 365 integration in your specific situation.

  • in person

  • free of charge

  • in detail

Book your no-obligation consultation now and find out more about Opti.Tax:

Packshot of the Opti.Tax software documentation

Can't find a suitable date, or is the calendar not working?

FAQ – Frequently Asked Questions

Frequently asked questions about Microsoft 365 integration in Opti.Tax

With the integration of Microsoft 365 into Opti.Tax, your communication takes place where you are used to it. We have answered the questions we have received from interested professionals on your behalf.

Particularly worth highlighting are the many useful features for and within Microsoft Teams, Outlook and To Do. Microsoft Entra is also available for user sign-in.

Yes. Tasks available in Microsoft To Do are also visible in the integrated task views in Outlook and Teams.

Microsoft 365 integration can significantly simplify collaboration between law firms and clients, provided both parties use Microsoft services. The integration makes it easier to coordinate tasks, queries and project progress. It also significantly reduces the likelihood of overlooking or missing anything.

The work takes place in Opti.Tax. This is where all projects, task management, data and information are stored. The integration with Microsoft 365 enables Opti.Tax to connect directly to Microsoft services and utilise them for notifications and task allocation.

Thanks to the Microsoft 365 integration, changes, audits and actions are quickly communicated to the relevant personnel. As this takes place via the usual channels, it is easier and more convenient for everyone involved to keep their live compliance systems up to date.

If you have any further questions, please do not hesitate to get in touch. We look forward to hearing from you.

Software-based documentation: users at work

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About hsp – Software innovation made in Germany

We eliminate media breaks for you

Since 1991, hsp Handels-Software-Partner GmbH has been developing professional software solutions for tax consultancy and audit firms, as well as for businesses.

Our taxonomy software Opti.Tax has established itself amongst discerning professionals in the DACH region as the reliable, high-performance and long-term solution for electronic invoicing. The digital tools for legally required, GoBD-compliant documentation are particularly popular.

Practical relevance, up-to-date content and genuine service

Our software modules are developed in close collaboration with experienced partner firms such as Energiesozietät GmbH for internal control systems (IKS), ADKL Abels Decker Kuhfuß & Partner mbB for transfer pricing, and Schröder & Partner for the digital pension file. In this way, we ensure that the features in Opti.Tax are tailored to the real-world challenges of day-to-day professional practice.

Regular updates ensure that changes to legislation and new requirements are incorporated into the software in a timely manner. In addition, we support you with a comprehensive range of service and support offerings, e-learning courses, access to the hsp Community, our weekly live broadcast „hsp live at 11“ and much more.