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ADDISON interface in Opti.Tax

Time-saving and reliable: the direct link between Opti.Tax and your ADDISON software.

hsp Handels-Software-Partner GmbH

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

What is the ADDISON interface in Opti.Tax?

The ADDISON interface connects Wolters Kluwer’s ADDISON software system, which is used in many law firms, with the Opti.Tax compliance documentation and financial reporting platform. This enables access in Opti.Tax.

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

Data already recorded in ADDISON – such as client and practice master data, financial accounting and management accounting data, and more – does not need to be re-entered for projects in Opti.Tax. This prevents data entry errors and saves a great deal of time, which the practice’s staff can then use for other tasks.

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

First and foremost, everyone who works with ADDISON stands to benefit. This includes, in particular, law firms, which can save a great deal of time and work more efficiently thanks to the interface. Furthermore, clients also benefit, as they are charged for fewer services and fewer errors occur.

Simple

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

Reliable

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

Controlled

Data transfer always takes place in a controlled and traceable manner.

Put an end to double data entry

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

Direct link between law firm software and Opti.Tax

ADDISON is the leading system for client, financial and practice data in many law firms. Opti.Tax complements this database with specialised, taxonomy-based processes for financial reporting, regulatory filings and compliance documentation. The interface bridges the two worlds.

  • Speeding up project set-up and data preparation
  • Reduce manual exports, imports and duplicate entries
Targeted data transfer from ADDISON to Opti.Tax

The entire database that law firms have already entered into ADDISON provides the ideal starting point for many Opti.Tax projects. However, a simple import without allocation would, on balance, take up more time than it would save. That is why data transfer takes place in a controlled manner via the ADDISON interface.

  • Import client and practice master data
  • Using financial accounting and management accounting data on a project-by-project basis

Working with the ADDISON interface in Opti.Tax

How the workflow with the ADDISON interface works
  • ADDISON integration and access rights configure.

  • Client and desired Select data ranges.
  • Master and transaction data retrieve from ADDISON.

  • Data into the relevant Opti.Tax project take over and check.

  • Project with the Validation, documentation and approval functions take out a policy with Opti.Tax.

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

How the ADDISON interface reduces the workload

Your seamless connection between ADDISON and Opti.Tax

The right information for the right project

The import should not be viewed as an uncontrolled, wholesale import. Depending on the project, the required data is selected, imported into Opti.Tax and then technically checked, supplemented and documented there. This ensures that the process remains clear and traceable.

Added value for law firms with a large client base

The greatest benefits are realised particularly in the case of recurring tasks and large client portfolios. A standardised retrieval process reduces the number of individual steps per project and ensures more consistent data sets. Staff can focus more on auditing, consultancy and specialist matters.

Specialised compliance processes based on existing data

Opti.Tax is not intended to replace ADDISON, but rather to act as a specialist supplementary system. ADDISON provides the existing database; Opti.Tax guides users through the relevant taxonomy, structures inputs, supports validation, documents processing steps and generates the required results.

Before-and-after comparison

How the ADDISON interface makes your work easier
Without a DATEV interface With DATEV interface The benefits for you
Master data is maintained in several applications Taken from ADDISON Fewer duplicate entries
Transaction data is exported manually Project-specific data retrieval Faster and more consistent processes
Special projects start with blank templates Autofill using existing data More time for technical assessment
Law firm software and compliance tools remain separate Targeted system integration A more seamless digital process

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 the ADDISON 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:

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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 the ADDISON 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 ADDISON interface in Opti.Tax

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

The plan is to transfer relevant client, master and transaction data. The exact scope depends on the ADDISON solution used, the interfaces that have been enabled and the specific type of Opti.Tax project.

No. ADDISON remains the leading law firm and accounting system. Opti.Tax complements it with specialised reporting and compliance processes.

Standardised templates and pre-populated projects reduce the workload per assignment and make it easier to scale up recurring tasks.

The data is provided as a basis and is then checked, categorised and supplemented in Opti.Tax on a project-by-project basis.

The ADDISON interface is particularly well suited to tasks relating to financial reporting, regulatory filings, and compliance and documentation projects that rely on client or financial data from ADDISON.

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

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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.