Five days. €3,500–7,500 B2B, plus VAT where applicable. We map your mandate workflow, tooling, data, roles and DATEV / Lexware integration, then hand you a roadmap your firm — or our team — can execute.
Specific moments we see with Frankfurt and Rhein-Main advisory firms — tax, audit, legal, M&A, wealth management. If two or three sound familiar, this is the right page.
Nobody knows without opening DATEV, the email thread, the SharePoint folder and the partner's Notebook. The information exists. It's just not visible.
Once to DATEV Unternehmen online. Once to the SharePoint folder you sent them. Once over email because they couldn't find the link. They notice.
Onboarding new associates is a 4–6 week archaeology project. Most of that is finding the mandate documents, not learning the law / tax code.
You're not a bank. You're a 15-partner advisory firm. The Capgemini-tier project doesn't fit your scale. The Webflow agency doesn't fit your complexity. The market between those two is where you actually live.
Every meeting about the portal becomes another scope-creep session. Until the workflow is clear, the build will keep redesigning itself.
DATEV bookings vs Stripe payouts vs invoice state in your portal — these don't agree. Your finance team is becoming a manual reconciliation team. A different architecture may be needed.
DATEV is deeply embedded in German tax and audit practice. We design portals so DATEV stays the system of record and the portal reads from / writes to DATEV through its documented integration paths. Same approach for Lexware, sevDesk, lexoffice and Sage where smaller firms use them. We integrate through published APIs, file formats or controlled import/export workflows — exact data flows are mapped during discovery, since not every record type is available on every connector.
We're not DATEV-certified partners. Integration is at the published API/file-format level, vendor-neutral — and we don't promise data fields that DATEV connectors don't expose.
Frankfurt advisory clients care about data residency more than almost any other DACH segment. We deploy to Hetzner (Falkenstein, Nürnberg), AWS Frankfurt or your own infrastructure. We do not plan advisory client portals on US-hosted services unless your data-protection owner explicitly approves that route. The sub-processor list is part of the handover so your DPO can review it.
Conservative Frankfurt buyers have seen plenty of over-sold consulting. We say it when it's true: fix the workflow on paper first, automate one step manually, then come back when the case is clear. Advisory firms with under 10 partners and under 100 active mandates often don't need a custom portal — DATEV plus a disciplined SharePoint structure can carry you for another year. We tell you that even when it costs us the engagement, because the alternative is a portal you don't use after launch.
We're a software studio, not a transformation consultancy. The cases where we add real value are clear; the rest, we say so.
