Opti.Tax documentation: the superior software solution on the market
Opti.Tax for process documentation
When an employee leaves, many questions arise:
- Is the specialist knowledge being documented?
- How does the handover take place?
- Who is responsible for what, and when?
The reliable solution: dynamic process documentation.
Watch the video to see how easy it is to create process documentation with Opti.Tax.
We have been developing compliance and reporting solutions for professionals for decades.
The software uses the BZSt taxonomy, so you won’t miss a thing.
We keep the software up to date with free updates.
Well thought-out, comprehensive, professionally managed
Process documentation software that adapts to your requirements
Create an AI-supported process chain
An easy way to get started with your first workflow: use the AI assistant to generate a template that you can customise – or start from scratch and begin writing straight away. To use the AI assistant, all you need is a paid ChatGPT key. Everything else is already integrated into Opti.Tax.
Add to and synchronise process steps
Add relevant references to your process steps: documents, external links, videos and tasks can be integrated directly. Everything is synchronised with the Opti.Tax Cloud at the click of a button – ensuring seamless collaboration without any disruption.
Using the process description via Opti.Tax Cloud
Staff can conveniently access all the details of the process description via their Opti.Tax Cloud account: the process visualisation in accordance with BPMN, descriptions of the process steps, references such as documents, links to external content, videos, tasks, risks and control measures. In this way, the process documentation becomes a genuine tool in day-to-day work.
The software solution for streamlined processes
In many companies, processes exist only in theory – usually filed away somewhere and forgotten in day-to-day operations. With the process documentation software Opti.Tax Establish a dynamic, sustainable system for practical use that involves all stakeholders and operates effectively in the long term.
Developed for you in Hamburg
FAQ – Frequently Asked Questions
Opti.Tax is a powerful tool for creating and maintaining process documentation for use in practice. We have answered the questions we receive from interested professionals on your behalf.
If you have any further questions, please do not hesitate to get in touch. We look forward to hearing from you.
Your message to us
About hsp – Software innovation made in Germany
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.
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