Solutions · Tax firms

Your clients finally deliver clean data

The client writes their own invoices — Accountix makes sure what reaches you is a clean posting batch with receipts, not a shoebox full of follow-up questions.

DATEV export, the way you expect it

Accountix produces EXTF posting batches with accounts from SKR 03 or SKR 04, maintained debtor numbers and cost centers (KOST1/KOST2). Special cases such as intra-community supplies, exports or reverse charge are routed to the correct accounts.

Plus the original receipts as PDFs — every posting stays traceable.

Automatically in your firm's inbox

Instead of waiting for the client, set up automatic delivery: Accountix sends the monthly export with receipts to your firm's address on schedule. The client's incoming invoices arrive in the system by themselves via a personal receipts inbox — original PDF included.

Collaboration with control

On request, the firm gets its own login in the client's account: check master data, pull reports, trigger exports yourself. Every change sits in the immutable audit log; documents are retained for ten years, GoBD-compliant.

Data entry stays with the client — quality assurance stays with you.

Frequently asked questions

Which DATEV formats does Accountix deliver?

EXTF posting batches as CSV (DATEV format standard) plus receipts as a PDF collection. Exports can be scoped by period, entity and invoice type.

How do we recommend Accountix to a client?

The client starts with a free 14-day trial — no payment details. Initial setup (company data, numbering, SKR accounts) takes about an hour; existing invoices import via drag and drop.

What does firm access cost?

Nothing extra — the firm is a user inside the client account. The number of users depends on the client plan.

Try it with one client

14 days free · no payment details · GDPR-compliant, hosted in Germany

Try it free