Clients & periods
Prepare each month with requirements, a deadline and assigned staff. Identify missing documents before review begins.
For tax practices
The documents arrive.
Your practice stays in control.
Clients, documents and deadlines in one workspace. With a voice agent for open questions and workflows for preparation. DATEV remains the core.
Use the appJust askAutomate
Demo & pilot · agree the right scope together
Mandatfix / Client periodWeber client · June
Monthly preparation
Responsibilities assignedDocuments classifiedPurchase invoice
“Which periods are still incomplete? Open Weber’s June and show me what is missing.”
THE FOUNDATION
One record.
Everything connected.
From an open month to a reviewed handoff: responsibilities, document versions and questions stay with the right client.
Documents & questions
Collect versioned documents, classify them and resolve questions within the period. Client access is limited to their own permitted records.
Review & handoffs
Keep preparation and review separate. Trace handoffs through documents and receipts; resolve uncertain outcomes before retrying.
EXAMPLE / Client periodWeber client · June
Monthly preparationDeadline: 15 JulyCaseworker + separate reviewer
01Client & engagement
02Documents & questions
03Deadlines & review
04Approval & handover
THE AGENT AT WORK
Say what you need.
Keep working in the app.
Voice, text and manual controls use the same records. The agent reads the context, finds open issues and takes you to the right place.
YOUR SPOKEN REQUEST
“Which periods are still incomplete? Open Weber’s June and show me what is missing.”
June is missing the requested purchase invoice. The question is open, so the period is not ready for review.
RECORD OPENED
Weber client · June
Responsibilities assigned
Documents classified
Purchase invoiceDocuments missing
View documents and the open questionWORKFLOWS
The event happens.
Your agent gets to work.
Choose an event, deadline or schedule. Describe the job in your own words. The agent checks the current state and continues in the background.
01 / WHEN
A document is uploaded.
YOUR INSTRUCTIONS
“Read the related period and outstanding requirements. Summarise what is missing and prepare a task for the caseworker. Do not assume review is complete.”
A clear next step within the period
02 / WHEN
A client email arrives.
YOUR INSTRUCTIONS
“For the document-question category: match the message to its client, read the open questions and prepare a reply draft. Send only after approval.”
Context + reply draft for review
03 / WHEN
The preparation deadline approaches.
YOUR INSTRUCTIONS
“Check the current deadline and document status. Show blockers and responsible staff. Add missing tasks without duplicating existing ones.”
Open issues visible before the deadline
Set approvals
Messages, financial changes and deletions are presented for your review before execution.
Follow the results
Review why a run started and what it actually did.
Change or pause
You control instructions and execution. Your permissions apply here too.
Mandatfix does not replace bookkeeping or tax calculations. DATEV connections require permissions and provider approval; the implemented document-image adapter has not been accepted for production use. Email requires a connected mailbox. We review scope and end-to-end workflows together in the pilot.
THE NEXT STEP
Right for your business?
Let’s find out.
Bring three workflows from your day. We will show you the relevant capabilities and agree a useful pilot scope.
Mandatfix / DEMO & PILOT
Your team. Your workflows.
We discuss setup, integrations and special requirements together. You receive an offer for the agreed scope.
Choose a demo time30 minutes · in the calendar belowMANDATFIX · YOUR CONVERSATION
Let’s look at your working day.
Choose a time and tell us what is on your mind. We will work through the rest together.Your next available appointment.
30 minutes for your workflows — personally with Youssef Hanna.