Tax consultancy and
Auditing
Visual Planning® supports tax consultancy firms and audit firms in the centralised planning of clients, staff, tasks and available capacity. Budgets, workload, qualifications and working time models are presented transparently, enabling managers to identify staffing requirements at an early stage and to manage client engagements effectively, from high-level to detailed planning.
Visual Planning® offers a comprehensive and flexible solution for tax consultancy and auditing.
With our wide range of features and user-friendly interface, you can manage your resources effectively and serve your clients efficiently.
Precise planning and efficient resource management
Tax consultancy and auditing require precise planning and efficient resource management. With Visual Planning®, we offer a bespoke solution tailored to your needs in this demanding sector. Our software helps you to manage all aspects of your clients and staff in the best possible way.
Budget monitoring at client level
With Visual Planning®, you retain control over your clients’ budgets. Our software enables you to manage financial resources efficiently and ensure that budgets are not exceeded. This is particularly important for ensuring financial stability and transparency for your clients.
High-level and detailed planning
Our solution offers comprehensive planning capabilities at both employee and client level. You can carry out both high-level planning for strategic direction and detailed planning for specific tasks and projects. This flexibility helps you to manage both long-term goals and day-to-day tasks effectively.
Capacity calculation
Visual Planning® helps you identify staff shortages in terms of skills and roles at an early stage. By accurately calculating workload, you can ensure that your staff are deployed optimally and that overloading is avoided. This contributes to staff satisfaction and the efficiency of your team.
Working time models
Our software takes different working time models into account when calculating capacity. This enables you to organise your employees’ working hours flexibly whilst ensuring efficient resource planning. In this way, you can cater to the individual needs of your employees whilst optimising your operational processes.
Resource planning via app or Outlook
With Visual Planning®, you can easily manage your staff’s resource planning via an app or Outlook. This gives you the flexibility to draw up schedules quickly and efficiently, whether you’re on the move or in the office. Integration with familiar tools simplifies and speeds up the planning process.
Mobile actual time reporting
Our solution enables mobile real-time time reporting. Your staff can record their working hours and tasks directly whilst on the move, leading to greater accuracy and efficiency. This feature helps to simplify time recording and improve data quality.
Import of Datev master data
Visual Planning® supports the import of Datev master data. This simplifies the integration of your existing data and enables a seamless transition to our software. As a result, you save time and effort during migration and can start optimising your processes straight away.
SEO-optimised benefits of Visual Planning®
Visual Planning® offers numerous benefits for tax advisers and auditors:
- Increased efficiency: Centralised management of all data and seamless integration with existing systems will significantly boost the efficiency of your work processes.
- Transparency: The comprehensive overview of budgets, capacity utilisation and working hours ensures maximum transparency and traceability.
- Flexibility: Thanks to mobile access options and support for various working time models, you remain flexible and can react quickly to changes.
- User-friendliness: The intuitive user interface and integration with familiar tools such as Outlook make the software easier to use and increase its acceptance amongst staff.
Frequently asked questions about digital planning for tax advisers
Why is digital planning important for tax advisers?
Digital planning helps tax advisers to coordinate clients, staff, deadlines and resources centrally. This improves transparency, planning reliability and efficiency in day-to-day practice.
What tasks does planning involve in a tax consultancy?
Law firm planning encompasses client case planning, staff deployment planning, deadline management, capacity planning, appointment management and the coordination of tasks and projects.
How does digital law firm planning work?
A digital planning board allows staff, clients, tasks and deadlines to be planned and managed centrally. Changes are updated in real time and are immediately available to all those involved.
What are the benefits of digital planning for tax advisers?
Digital planning reduces administrative workload, improves resource utilisation and increases transparency regarding ongoing projects and tasks. At the same time, it helps to minimise missed deadlines and planning errors.
Why is Excel often no longer sufficient for law firm planning?
Excel is of limited use for complex law firm and resource planning. Last-minute changes, deadlines or concurrent cases are difficult to coordinate centrally and manage transparently.
What are the drawbacks of using Excel for law firm planning?
Excel-based planning is often prone to errors and can be confusing. Changes have to be made manually and can quickly lead to version conflicts or a lack of transparency.
How can assignments be planned efficiently?
With digital law firm planning, cases can be planned centrally, prioritised and flexibly assigned to staff or teams. Availability and capacity remain transparent at all times.
How can capacity bottlenecks be identified at an early stage?
Centralised real-time overviews enable bottlenecks relating to staff, deadlines or client volumes to be identified at an early stage and managed more effectively.
How does digital planning support deadline management?
Deadlines and dates can be managed and monitored centrally. This helps to prevent deadlines from being missed and ensures that tasks are coordinated in good time.
How do you plan several projects at the same time?
A digital planning board allows multiple clients and projects to be planned simultaneously. This enables law firms to maintain a clear overview of workload, deadlines and responsibilities at all times.
How does digital law firm planning help with last-minute changes?
New cases, changes to deadlines or staff absences can be flexibly adjusted in real time. This ensures that the firm’s planning remains responsive and transparent.
How does digital planning improve collaboration in tax practice firms?
All tasks, cases, deadlines and resources are available in one central location. This improves communication, coordination and transparency within the law firm.
How does digital planning reduce workloads?
Transparent capacity and utilisation overviews enable tasks to be distributed more evenly and bottlenecks to be identified at an early stage.
How does digital planning support staff deployment planning?
Staff can be flexibly assigned to clients, projects or tasks. This enables capacities to be utilised efficiently and resources to be managed more effectively.
How does digital planning support seasonal peaks?
Particularly during periods of high workload, such as tax return or year-end accounting periods, digital planning helps to coordinate resources efficiently and identify bottlenecks at an early stage.
Can digital law firm planning be used on mobile devices?
Yes, modern planning software can be used on the go via a tablet or smartphone. This gives staff and firm management access to up-to-date schedules and client information at any time.
What are the benefits of cloud-based law firm planning?
Cloud-based solutions enable location-independent access to client, resource and planning data. Changes are synchronised in real time and are immediately available to all parties involved.
Which tax accountancy firms would benefit from digital planning?
Digital planning is suitable for small, medium-sized and large tax practices, as well as auditors and consultancy firms with complex resource and client planning requirements.
How does digital planning improve transparency?
All mandates, tasks, deadlines, staff and capacities are displayed centrally. This gives law firms a better overview of ongoing processes and workload.
How does digital planning reduce planning errors?
Centralised data management, real-time updates and clear overviews help to significantly reduce errors, double bookings and communication problems.
How does digital planning support DATEV processes?
Digital planning can provide organisational support for existing DATEV-based law firm processes by centrally coordinating tasks, deadlines and resources and presenting them clearly.
What is the difference between law firm management and resource planning?
Law firm management encompasses the organisational management of the entire law firm. Resource planning, on the other hand, focuses specifically on the planning and utilisation of staff, tasks and capacities.
Related topics on tax consultancy and auditing
A modern tax consultancy and auditing firm requires a transparent Resource planning, to coordinate clients, staff, audit engagements and capacity centrally in real time.
With an integrated Staff deployment planning Tax advisers, auditors and specialists can be efficiently scheduled according to their qualifications, availability and projects.
A digital Project planning helps law firms to manage and monitor audit processes, annual accounts, deadlines and client projects transparently.
By linking to the Human Resources Holiday periods, capacities, qualifications and team structures can be managed centrally.
Law firms also benefit from flexible management of Pool resources, to ensure the optimal utilisation of skilled staff, audit teams and shared resources across all sites.
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