We’re all familiar with them: multinational corporations. They sell products in Germany, operate a company in France, employ staff in Spain, have a branch in Ireland, and run further companies here and there outside the EU. At the end of the year, we look at their annual report and find out: what was the turnover? How much profit was made?
Anyone working in the field of tax consultancy today has been experiencing a noticeable shift over the past few years. This is not just down to the wave of digitalisation that swept through Germany during the pandemic. The requirements of many clients are also changing. At a time when many software providers and app developers are automating repetitive tax and accounting tasks, companies expect more from a tax consultancy.
At first glance, estate planning is a subject that many clients are keen to put off. It is often associated with emergencies – such as illness, accident or death – in other words, precisely the issues that hardly anyone wants to deal with in their day-to-day lives. Yet it is precisely this emotional distance that makes the estate planning file such a valuable tool for tax practice firms.
The law firm HSP STEUER Armin F. Schiehser was taken by surprise by the Nuremberg Chamber of Tax Advisers’ announcement of a money laundering investigation. The task is assigned to Monika Dehn, a member of staff in the firm’s management department. She and her team now need a quick, secure solution to meet the requirements.
With its new software solution for digital pension files, hsp offers a 100 per cent cloud-based software package. This means that the software runs entirely on a cloud server. Consequently, users no longer need to install anything on their computers. Furthermore, the digital will and estate planning software works in almost any standard browser, regardless of the operating system.
In everyday life, a lot of things just work. Bills get paid, insurance policies run in the background, and important documents are tucked away somewhere in folders, drawers or digital storage. You have a rough idea of where things are. And if not, you’ll find them one way or another. However, it is precisely this „one way or another“ that is the problem. Because as long as nothing goes wrong, it’s hard to notice just how unstructured much of our information actually is.
At first glance, estate planning is a subject that many clients are keen to put off. It is often associated with emergencies – such as illness, accident or death – in other words, precisely the issues that hardly anyone wants to deal with in their day-to-day lives. Yet it is precisely this emotional distance that makes the estate planning file such a valuable tool for tax practice firms.
Time flies – it’s already been nearly two weeks. At TAXarena Hamburg, I had the opportunity to speak to a number of tax advisers who are in the process of setting up their own practices or have already done so. Among other things, our discussions centred on how the issue of procedural documentation can be addressed right at the start of a partnership between a client and a practice.
In our professional and private lives, we use countless software programmes. Very few of them really inspire us. Computer games are often among them. But when it comes to programmes for our day-to-day work, we usually just put up with them – sometimes with a sinking feeling, sometimes without. But what exactly does software need to do to really inspire us?
During the live broadcast on 13 September 2023, hsp captain Paul Liese and LinkedIn expert Bernd Winkel discussed the latest developments on the business network.
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© hsp Handels-Software-Partner GmbH
© hsp Handels-Software-Partner GmbH
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