Multi-client dashboard, batch DATEV export, firm workflows. Built for the needs of 89,000 tax advisors in Germany.
Tax advisors must individually check e-invoices, monitor risks, and create DATEV exports for each client. This costs time and is error-prone.
Each client means separate logins, separate checks, separate exports. With 50+ clients, this adds up to hours per week.
Overlooked compliance violations at clients can also affect the tax advisor. Manual monitoring doesn't scale.
Exporting invoice data for each client individually, formatting it, and importing into DATEV. An error-prone process that should be automated.
One login, all clients. Aggregated view with drill-down capability for every firm.
No more separate credentials. As a firm, you see all assigned clients in one central dashboard.
KPIs across all clients: invoices checked, open warnings, compliance status, risk distribution.
Green, yellow, red – see at a glance which client needs attention. Sortable by urgency.
Click on a client and see all details: invoices, watchlists, risk scores, compliance events.
Automated workflows that save you and your team time – every day.
Export invoice data for all clients at once in DATEV format. One click instead of dozens of individual exports.
Every morning receive a summary: new invoices, warnings, expiring certificates – across all clients.
Clients can forward invoices and documents directly to the firm. Automatic assignment and validation.
Enterprise customers can use Pruvio with their own logo and domain. Your clients see your brand.
Export invoice data directly in DATEV format – ready for import into DATEV Unternehmen online.
Validated invoice data as CSV in official DATEV format. Compatible with DATEV Unternehmen online and Kanzlei-Rechnungswesen.
Automatic creation of posting batches according to DATEV chart of accounts. SKR03 and SKR04 supported.
Invoice fields are automatically mapped to DATEV posting entries. Account numbers, tax codes, and document data included.
From 20 clients, benefit from attractive volume pricing on the Enterprise plan. Multi-client portal, API access, SSO, and dedicated support included.
Enterprise plan with multi-client portal, REST API + Webhooks, SSO (SAML/OIDC), white-label, and dedicated account manager. Volume discounts from 20 clients.
Compare all plansRegister for free and test the tax advisor portal with up to 3 clients on the Starter plan.
Starter plan available. No subscription required. Cancel anytime.