Mandate initiation

Four steps to collaboration

I work in a completely digital and structured manner. To ensure that you know what to expect from the start, I have summarized the process of initiating a mandate for you in four clear steps.

You can find further information on the following pages:

Note: If you only require one-time support, please let me know as early as possible. In such cases, the entire onboarding process can usually be waived.

Step 1: Submit a request for a mandate

For your initial contact, please use my online calendar (→ Mandate request / Initial order request). There, briefly describe what you need assistance with—for example, an income tax return, annual financial statements, or tax advice.

Step 2: Initial check and feedback

Once I receive your inquiry, I will check whether collaboration is possible in principle—both professionally and in terms of my current capacity. You will usually receive a response within one to three business days.

For complex or time-sensitive matters (e.g., corporate mandates, threats of penalty payments), I usually suggest an additional initial chat by phone or video conference. In this context, you can provide me with initial documents for an initial assessment, such as tax assessments, annual financial statements, or a profit and loss statement, without obligation.

For simpler matters (e.g., private income tax returns), the further assessment is usually carried out without a preliminary consultation, unless you wish to have one. Instead, I will request the necessary information and documents via an online form.

Step 3: Order documents

You will receive my order folder for review and digital approval via FP Sign (no registration is required for this) or simply by email.

Before I accept the mandate, the final identity verification required by law is carried out. Depending on the type of mandate, this is done via the DATA Security | Ident application or via a short Microsoft Teams call: you simply hold your ID card up to the camera – that’s it.

Step 4: Start of the mandate relationship

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

To access the portal, please set up the DATEV SmartLogin app on your smartphone. You will receive the login details for registration directly from DATEV by mail.