Rating and credit check with Opti.Tax

hsp and Creditreform deliver the ultimate credit rating experience

Improving efficiency in the preparation of annual accounts, optimising financial communications and reducing the workload: hsp Handels-Software-Partner GmbH, in collaboration with Creditreform, now enables users to work directly within the comprehensive taxonomy solution Opti.Tax to request a credit check or a balance sheet rating – exclusive and just a few clicks away, fully integrated into the software.

„For years, hsp has been setting new standards in simplifying digital annual accounts with Opti.Tax. Whether it’s e-balance sheets or the Federal Gazette, Opti.Tax eliminates media breaks without compromise. We see the partnership with Creditreform as a logical next step,“ says hsp Managing Director Paul Liese: „Clear credit checks and reliable ratings in a matter of seconds – this fits perfectly with our intuitive and comprehensive taxonomy solution, Opti.Tax.“

Reach your destination without a hitch

Achieve your goals seamlessly with a single piece of software: Opti.Tax saves time when preparing the annual accounts, the e-balance sheet, as well as when publishing in the Federal Gazette and submitting the Digital Financial Report (DiFin). All of this is based on a taxonomy – a structure that users can follow as a guide. If the annual accounts are prepared using taxonomies specified by the tax authorities, the projects for the e-balance sheet and the Federal Gazette can be generated automatically. All relevant information is incorporated in the process. Once the data has been submitted to the relevant authorities, questions often remain: How can one determine the actual quality of the balance sheet? How does one’s own company compare with others in the sector? Now, just a few clicks in Opti.Tax are all it takes to get the answers in black and white.

Within a few minutes, users receive the results of the balance sheet rating, based on an interface with Creditreform. This includes a creditworthiness assessment of the annual accounts, comprising key figures and comparative figures from the relevant sector.

The software now allows the digital financial report to be sent to banks directly from the annual accounts project, and the balance sheet rating to be obtained from the Creditreform can be ordered. The user receives an analysis directly as feedback in Opti.Tax. Within a few seconds of placing the order, the balance sheet rating or the result of the creditworthiness check is available – including key figures and industry benchmarks.

One piece of software, anything is possible

From creating the e-balance sheet to transmitting the XBRL data to all relevant institutions, everything can be done using just one piece of software. Opti.Tax offers particular benefits for tax advisers. Thanks to the integrated DATEV interface, master data and transaction data can be retrieved in seconds. Within a few minutes, details can be supplemented, checked and submitted to Creditreform as required – and users are then provided with a comprehensive credit rating report.