Mandate initiation

This is how the mandate acceptance process works

A structured mandate intake process is the basis for smooth collaboration. I work entirely digitally and with clearly defined processes – for clear workflows, quick feedback and no unnecessary steps or paper documents.

Four steps to collaboration

Step 1: Submit a request for a mandate

For initial contact, please use my contact site.

Step 2: Checking your request

I will check your request carefully. We will then clarify whether and in what form working together is appropriate.

Step 3: Order documents

Should a collaboration appear suitable and require more than a one-time consultation, you will receive my assignment documents (e.g. general terms and conditions, privacy policy) in for digital approval. This means you have all the information you need in advance, at your leisure and in full.

You can download a sample engagement form here as PDF.

Step 4: Start of the mandate relationship

Once all formal steps have been completed, I will set up access for you to the DATEV client portal.

Here you can securely and conveniently submit your documents digitally (e.g. DATEV My Taxes)

To access the portal, you need the DATEV SmartLogin app on your smartphone or tablet. You will receive the access data for registration from DATEV by post. I will, of course, assist you with your first steps in the portal.

This lays the foundation for successful cooperation.