5 levers for tax firms to halve the time spent on payroll accounting

How the app and the portal mesh perfectly in practice

In the working process, working time tracking eats up a lot of time when the data first has to be digitalised in order to be in the payroll software. Real time savings only come from smart integrations and a direct digital connection to the client. clockin for tax firms gives tax advisors and firms the perfect infrastructure for this: it draws a clean line between the software the client uses (clockin) and the tool you work with (clockin for tax firms). These five levers show you how that interplay transforms your day-to-day work: 

1. Automating the data transfer through smart integrations 

The biggest time drain in a tax firm is waiting for data and entering it by hand. When your clients book their hours conveniently through the clockin app, they generate clean transaction data. clockin has a certified DATEV integration: through the payroll import data service, this transaction data goes into the accounts directly, automatically and rule-based. This automated import into programs such as DATEV LODAS or Lohn und Gehalt massively reduces your manual effort and human transfer errors. 

2. Digital delivery of the payslip 

Handing out printed payslips is error-prone and laborious. Connecting clockin to DATEV lets you use the payroll reporting data service. With it you send the payslips created in DATEV straight from DATEV into the clockin app on the phones of your clients' employees. A huge practical advantage: no repeated verification process is needed to make the payslip available to employers. That solves the classic tax firm problem of constant follow-up questions almost by itself. 

3. Establishing legally compliant working time tracking as a service 

Since the ruling of the German Federal Labour Court (Bundesarbeitsgericht, BAG) and the strict requirements of the European Court of Justice at the latest, precise working time tracking has been a legal obligation for companies. clockin for tax firms lets you turn that pressure to act into something productive. You recommend clockin to your clients, a tool that meets the legal requirements in a legally compliant and straightforward way. That solves an acute problem for the business and makes sure clean, digital data for your payroll accounting is created in the background. 

4. Direct data access via the partner portal 

Another bottleneck in payroll accounting is the constant dependency on the client delivering their input on time. This is where clockin for tax firms comes in: with a single login you manage all linked client profiles. As soon as clients release their data in clockin, you access it through the profile and pull the information you need. Quick adjustments and manual exports can then be carried out entirely without having to coordinate with the client every time. 

5. Outsourcing IT support and benefiting from expert help

The best digital process is worth nothing if the tax firm suddenly has to play IT support for the client's software. That is why, with clockin for tax firms, you stay in your advisory role. clockin is intuitive and quick to set up. If questions do come up, the clockin team is there to support your clients. As a tax advisor you also benefit from priority support: you get personal help from a team of experts for your portal and for setting up the integrations. 

By the way, you will find an overview of the top 5 apps and software providers for tax advisors here.

Maximum efficiency in payroll 

Anyone who applies these levers consistently achieves far more than just halving their own time spent. The real trick of clockin for tax firms< lies in the clear division of roles: with clockin, your clients use a powerful tool for digital transaction data, while through clockin for tax firms you keep a central eye on all linked clients and pull the data conveniently. By finally freeing payroll accounting from the paperwork chaos and actively introducing modern processes, you cement the perception of your firm as a driver of digitalization. You position yourself towards your clients as a modern advisor who does not just administer passively but actively and noticeably improves the processes inside the business.