• Preparing and submitting cash register reports in accordance with Section 146a of the German Fiscal Code (AO) is made quick and easy with the Opti.Tax hybrid solution and the Opti.Tax Cloud. What’s more, one thing is certain: the firm retains control over its data.
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  • Preparing the declarations of assessment as part of the property tax reform is made quick and easy with the Opti.Tax hybrid solution and the Opti.Tax Cloud. What’s more, one thing is certain: the firm retains control over its data.
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  • Drafting texts, gathering information, mapping out process chains – many of these tasks involve considerable effort. The ChatGPT integration in Opti.Tax supports professionals in carrying out their projects and eases their daily workload with intelligent features. A valid ChatGPT token with the correct licence is required to activate the AI features. The token must be stored in Opti.Tax. When you purchase this product, we will select the correct licence for you and set up everything required in Opti.Tax so that you can use the AI features.
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  • Opti.Tax Cloud for Opti.Tax

    From: 100,00  / month
    Are you already using Opti.Tax Doku, but without the benefits of the cloud? Add the Opti.Tax Cloud licence now and enjoy seamless collaboration: exchange and manage documents, assign tasks to staff and clients, and much more.
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  • The sudden absence of a key member of staff can cause major problems for businesses. With the „Digital Contingency File“ project, you can document that irreplaceable knowledge and protect yourself or your clients. It was developed in collaboration with the Berlin law firm Schröder & Partner.
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  • Have the design of the Opti.Tax Cloud user interface customised for your clients and external partners. Your logo, your firm’s or company’s colours, your signature in system emails – ensure a thoroughly professional image.
  • Carry out the guided preparation of your money laundering risk analysis conveniently and easily using the Opti.Tax hybrid solution and the Opti.Tax Cloud. This means: identifying risks, taking action, reporting suspicions and thereby fulfilling your due diligence obligations.
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  • Presenting and analysing data in a structured manner – GoBD-compliant data access in accordance with Z1, Z2 and Z3 for the tax authorities – that’s what Opti.View is all about. The integrated interface with InfoZoom provides both you and the auditor with a clear overview, whilst the integrated specialised audit routines – particularly for till data – enable you to analyse critical data records in advance.
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