Receive receipts via WhatsApp, remind deadlines via WhatsApp.
Tax-advisory firms drown in client queries and receipt chaos. We automate receipt routing straight into DATEV Company Online, deadline reminders and FAQ topics — so your staff is there for real counsel.
Three pain points we hear every day.
Clients send receipts via mail / private WhatsApp
Unstructured, no category, to the wrong address. You sort manually.
Deadline reminders manual
VAT returns, income tax, annual reports — the firm chases clients.
Same FAQs daily
"Do we still need the bank statements?" — the 100th client with the same question.
How we solve it with Superchat.
Receipt routing
Client sends photo → bot classifies (incoming invoice, outgoing invoice, receipt) → upload directly to DATEV Company Online.
Deadline reminders
Individual deadlines per client (VAT, annual) → WhatsApp reminder 14 + 7 + 2 days before.
FAQ library
Answers to standard questions (travel expenses, company car, home-office flat rate) with reference to current law.
What we actually build for Tax advisor.
- DATEV Company Online connection
- Receipt classification by photo
- Deadline reminders (client-individual)
- FAQ library (tax topics)
- Appointment booking for consultations
Questions Tax advisor businesses often ask.
Can I connect DATEV Company Online?
Yes, via the DATEV XML interface. We handle the configuration incl. client mapping.
Is this tax-advisor GDPR-compliant?
Yes — DPA with Meta and Superchat, no personal data outside the EU. Receipt contents stay encrypted.
What does the chamber of tax advisors say?
Chambers allow digital communication with clients as long as confidentiality and data protection are ensured. The Superchat setup meets both.
30-minute check for Tax advisor businesses.
We review your current setup and tell you honestly whether Superchat fits, which flows bring the most value, and what it costs — including Meta fee clarification.