Mandate initiation

This is how the mandate acceptance process works

I work entirely digitally and according to clearly defined processes. This enables efficient collaboration, clear procedures, and reliable feedback. So that you know what to expect right from the start, I have divided the client intake process into four clear steps.

Detailed information about my services and fees can be found here:

Declaration | Consulting | Fee

Four steps to collaboration

Is working together a good fit?

Working together is possible if you… 

  • are ready to work digitally and paperless
  • value clear structures, transparency, and reliability


In order to ensure consistently high quality, I am currently not accepting any new clients in the following areas:

  • Cash-intensive businesses
  • Online shops (e-commerce) / influencers
  • Clients who still want to work predominantly with paper
Step 1: Submit a request for a mandate

For initial contact, please use my contact form. 

Please describe briefly and in bullet points what kind of support you need and whether your request is time-sensitive (e.g., deadlines).

Step 2: Initial check and feedback

After receiving your request, you will usually receive an invitation to DATEV Onboarding or an online form within two to three business days, depending on your concern. Here, I will ask for further information and initial documents that I need for a initial assessment.

I offer a brief, free introductory meeting to clarify any questions you may have about working together. This does not include tax advice. If you would like to schedule an initial consultation appointment directly, please let me know when you contact me.

At the same time, I will offer you the possibility of a short telephone introductory meeting (free of charge) to clarify any questions you may have about the possibility of working together. This does not include tax advice. If you would like to have an initial consultation (subject to a fee) straight away, please let me know when you contact me.

I will then assess 

  • whether working together makes sense from a professional standpoint and
  • whether it is possible within my current capacity. 

 

Step 3: Order documents

You will receive the assignment folder containing the draft order and other documents (e.g. including assignment, general terms and conditions, remuneration agreement, privacy policy) for review and digital approval via FP Sign. Registration is not required for this. 

You can download a sample engagement letter here (PDF).

Note: Before accepting a new mandate, a final identity check in accordance with the Money Laundering Act is required, except in the case of one-time consultations. Depending on the type of mandate, this is done either via DATA Security | Ident or in a short Microsoft Teams call.

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 will find, among other items, the DATEV Meine Steuern application for the secure transmission of your tax documents.

To access the portal, you need the DATEV SmartLogin app on your smartphone. You will receive the access data for registration from DATEV by mail.