Industry solution

IT for tax advisors and law firms – DATEV-ready, client-secure, multi-site capable.

Tax firms need IT that fits their client structure: fast, confidential, auditable. We run it for you – so you can focus on the mandate.

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Typical problems

What we hear again and again in this industry

Four points that surface in almost every discovery workshop – and that we tackle concretely.

DATEV performance slows staff down

DATEV applications respond sluggishly, the client file takes 10 seconds to open, batch imports torture the network – every day, in every branch.

Branches, home office and client visits

Staff move between headquarters, branches, home office and client sites. A consistent, secure workspace without VPN gymnastics is missing.

Client confidentiality is non-negotiable

Client data must never land on private devices, never travel over unencrypted channels, never leave the country. Compliance and professional duty.

Seasonal peaks (annual close, income tax season)

During peak weeks load doubles. Without scalable infrastructure either staff patience or client deadlines suffer.

IT requirements

What your industry expects from IT

Software, infrastructure and compliance – the three fields that must fit together.

Specialist software

  • DATEV (organisation, accounting, payroll, legal) with performance requirements
  • Client portal with GDPR-compliant authentication
  • E-file / document management with full-text search
  • Microsoft 365 or comparable office suite with mandatory MFA

Infrastructure

  • Virtual desktops so client data never leaves the data centre
  • Secure branch interconnect with central backup
  • Multi-tenant print and scan infrastructure
  • Telephony with Outlook / CRM integration for client contact

Compliance & professional duty

  • Statutory confidentiality (§ 203 StGB, § 57 StBerG)
  • GoBD-compliant retention (10 years)
  • GDPR-compliant client communication
  • NIS2 for medium-sized firms

Anonymised industry case

Tax firm, Lower Main region – 60 FTE, headquarters + 3 branches

Profile

Classic mid-market tax practice with full DATEV setup, focus on SME mandates (1,200 active mandates).

Starting point

DATEV ran on its own server at headquarters, branches connected via VPN. Performance was borderline, backup only on tape. After a near-miss ransomware incident it was clear: this would not hold.

Our solution

Migration of all DATEV seats to virtual desktops in our Frankfurt DC, branches reconnected via layer-3 site interconnect, backup with object lock and monthly restore test, cloud PBX with DATEV integration.

Outcome

  • DATEV login < 8 sec (previously 30–60 sec)
  • 120 desktops migrated in 6 weeks, in parallel to ongoing operations
  • 0 data leakage since migration – client data never leaves the DC
  • < 1 hour RTO for full restore in the annual DR drill

Frequently asked from this industry

What customers from Tax advisory ask us up front

  • Yes. We support several tax firms with full DATEV setups. We are not a DATEV system partner – we deliver the platform on which DATEV runs stable and fast.

Next step

Let's talk about your industry's requirements.

30 minutes are enough for us to place the typical points of your industry and say where the biggest leverage sits.

06021/49649-0

Reply within one business day · direct line to your contact

DSYour contact: Daniel Schrod · Vorstand · Ihr direkter Ansprechpartner