Digital inbox & DMS for tax advice
Post digitisation & document management for tax consulting
- Digitise your incoming mail
- Automatically assign documents to clients
- DATEV integration
- Audit-proof filing in accordance with GoBD requirements
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Many tax consultancies already rely on Caya
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For more efficiency in day-to-day business
Find documents easily
Thanks to the full text search, you can immediately find what you need.
Share and collaborate
Safety made in Germany
When occurs in the document, automatically file it in the folder “Mandate Sabine Maier”.
Focus on the important things and let our Automagic Workflows do the tedious sorting.
Full control through rights and role management
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“For us, Caya is the key to convincing clients to say goodbye to paper in the long term and automate processes. This in turn makes our work easier so that we have more time to focus on providing advice.”
Tobias Staat tax advisor
Tobias Staat
Free yourself from paperwork and concentrate fully on advising your clients.
- Receive all documents, including your letter mail, collected and clearly in one place.
- Organise your documents and share important documents with your employees.
- Automate everything that distracts you from day-to-day business. 0% paper chaos, 100% tax advice.
Case Study: Tax Advisor Tobias Staat
Document management and letter-digitisation accelerate collaboration between clients and tax advisors
Find out how Tobias Staat's tax office is making preparatory bookkeeping easier for its clients by introducing a document management system and letter-digitisation and thus at the same time simplifying the work of his team!
Bye paperwork, hello Caya.
Caya gives you the freedom to spend your time and energy where it's needed most — advising your clients. Automate your document-based processes for greater efficiency and productivity.