• For tax accountants | Benefits & onboarding

  Benefits & onboarding for tax accountants What is it about? The video shows how tax firms can work optimally with Frienton and efficiently onboard clients. It explains how the setup is carried out, which steps are important, and how DATEV is connected. Key contents 1️⃣ Onboarding clients Coordinate chart of accounts and booking accounts together withFew readers

• Access to DATEV

  Access to DATEV Question: What are the ways for an entrepreneur to gain access / login to DATEV? Answer: There are three common ways for companies to gain access to DATEV – depending on the setup with the tax accountant or the software in use: 1️⃣ Via tax accountant (standard) In most cases, access is provided through the supporting tax firm: The firm sets up access (for DATEV Unternehmen online). The entrepreneur receives secure login via SmartCard, SmartLoFew readers

• Monthly closing in just a few clicks

  Monthly closing with just a few clicks What is it about? The video shows how to carry out the monthly, quarterly, or annual tax closing in Frienton. It explains how to review receipts, resolve conflicts, and transfer the data to the tax advisor. Key contents 1️⃣ Perform month-end closing Start under Tax → Closing The system checks whether all transactions are linked with receiptFew readers