Data exchange without media breaks

DATEV interface in Opti.Tax

Time-saving and reliable: the direct link between Opti.Tax and your DATEV data.

hsp Handels-Software-Partner GmbH

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The DATEV interface in Opti.Tax: what you need to know

What is the DATEV interface in Opti.Tax?

The Opti.Tax software platform for compliance documentation and financial reporting features an integrated connection to DATEV services. This means that users can access DATEV data directly from within Opti.Tax without the need for any additional tools.

What benefits does the DATEV interface in Opti.Tax offer me?

The DATEV interface ensures a seamless connection between Opti.Tax and DATEV. It acts like a door between two rooms: you can move data and information in both directions without giving it a second thought. This means, for example, that you simply need to retrieve data that has already been entered into DATEV, rather than entering it again.

Who stands to benefit most from the DATEV interface in Opti.Tax?

In principle, everyone who works with DATEV services stands to benefit. However, the interface is of particular interest to law firms and their clients. This is because it significantly simplifies the entry and maintenance of master data, saving both parties a great deal of time and, consequently, effort. Further advantages include standardised processes and centralised data storage for all parties involved.

Simple

The interface is integrated into Opti.Tax and is working.

Reliable

The DATEV interface has proved its worth over many years of intensive use.

Comprehensive

DATEVconnect, DATEV DMS and other services are supported.

Put an end to double data entry

This is what the DATEV interface in Opti.Tax can do

Retrieve DATEV data directly from Opti.Tax

The interface provides a seamless link between the DATEV database and Opti.Tax. This allows you to retrieve the available data from your project. This may include client master data, account and financial statement information, and other relevant data.

  • Pre-fill client master data for new projects
  • Retrieve relevant financial and accounting data
  • Assign data selectively to the appropriate client and project
  • Reduce repetitive manual data entry and exports
Direct connection between Opti.Tax and DATEV DMS

The DATEV interface enables a seamless document workflow. This means that documents from the DATEV DMS can be transferred directly into Opti.Tax, to the relevant client or project.

  • Importing documents from DATEV DMS into Opti.Tax on a project-by-project basis
  • Reuse existing documents, contracts and supporting evidence without creating separate file paths
  • Archiving completed reports, documentation and transfer records in DATEV DMS
  • Make work results centrally accessible to all authorised law firm staff

Working with the DATEV interface in Opti.Tax

How the workflow with the DATEV interface works

  • DATEV connection including the required DMS permissions in Opti.Tax configure.

  • Clients select via the interface or prepare for onboarding.

  • Required Master and transaction data access on a project-by-project basis.

  • Data in Opti.Tax check, assign and supplement in terms of subject matter.

  • Validate and document the project, share and – depending on the type of project – transmit.

  • Finalised documents and work outputs within the relevant client context Save it in DATEV DMS.

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

How the DATEV interface reduces the workload

A direct link to your DATEV data

The DATEV interface offers much more than just data import

With the DATEV interface in Opti.Tax, you can retrieve data in a controlled and repeatable manner. Users select the client and the required data, transfer this into the designated project context and then process it further using Opti.Tax’s checking, mapping and validation functions. It couldn’t be more convenient.

Significant benefits in terms of compliance and financial reporting

The DATEV integration delivers tangible benefits across many types of Opti.Tax projects. For instance, in financial reporting, it facilitates the import of existing financial statement and account data. And in documentation projects, client master data can be pre-filled, and existing data or documents can be used as a basis for interviews, audits and reports. The final reports, documentation and supporting evidence can then be stored in the DATEV DMS.

  • Prepare e-balance sheets and other financial reporting projects more quickly
  • Start POS reports and documentation using existing master data
  • Improving data consistency between the practice’s system and Opti.Tax
  • Establish standardised processes across a wide range of mandates
  • Make documents and work outputs available centrally in the DATEV DMS

The user decides which data is shared

Not every piece of information or document is required in every project. Each user therefore decides, on a project-by-project basis, which data and documents from the DATEV sources are to be retrieved and processed further in Opti.Tax. Subsequent processing takes place within the structured Opti.Tax interface, featuring validity checks and traceable project statuses.

Before-and-after comparison

How the DATEV interface makes your work easier
Without a DATEV interface With DATEV interface The benefits for you
Client data is entered multiple times Direct retrieval of master data Less effort and fewer typos
Financial data is exchanged via files Interface-based data transfer Fewer media breaks and a clearer process
For many clients, the project set-up process takes a long time Pre-filling and selective retrieval Faster onboarding and better scalability
It is difficult to trace the origin of the data Project-based data import into Opti.Tax A more transparent processing route
Documents in the DATEV DMS are retrieved manually Project-based import in Opti.Tax No need to download and re-upload manually
Opti.Tax results are only visible within the project Filing completed documents in the DATEV DMS Centralised access for all authorised law firm staff

Free of charge and with no obligation

Book a consultation now

Let’s work out together how you can successfully use Opti.Tax with the DATEV interface 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 out together how you can successfully use Opti.Tax with the DATEV interface 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 the DATEV interface in Opti.Tax

With the DATEV interface in Opti.Tax, you can access your DATEV data directly from within the software. We have answered the questions we have received from interested professionals on your behalf.

The specific implementation depends on the type of project and the system environment. In addition to DATEVconnect and other DATEV services, Opti.Tax can also be integrated with DATEV DMS to import documents and store completed work outputs.

Typically, client master data, as well as – depending on the project – account data, financial statement data, transaction data and other transaction records. The exact scope should be specified in detail for each type of project.

No. A selective, project-based import makes sense, so that only the data that is actually required is processed in Opti.Tax.

In particular for e-balance sheet and other financial reporting projects, as well as for documentation and reporting projects where client master data or financial information is required.

Law firms can establish standardised processes across multiple cases, reduce duplicate data entry and prepare projects more quickly. By storing completed work in the DATEV DMS, the results are also available to all authorised staff within the firm’s central system.

Yes. Authorised users can transfer the required documents from DATEV DMS into the appropriate client and project context in Opti.Tax and process them further there.

Yes. Completed reports, documentation and other work outputs can be stored in the DATEV DMS under the relevant client’s file. This ensures that the results can be found centrally and are available to all practice staff with the appropriate authorisation.

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

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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.