Work and communication platform for firms

Clarity between firm and client.

MainTax brings documents, questions, tasks, deadlines, approvals and processing status together—so both sides know what is open and who acts next.

Your own demo firm · instant access · no credit card · realistic sample data

Less chasing. Less searching. More clarity in every engagement.

Maintax Central with prioritised deadlines, uploads and waiting items
Less chasing. Less searching. More clarity in every engagement.

The real loss of time

The actual work often starts before the tax return.

Where is the receipt? Has the client replied? Who checks the new upload? Which deadline is becoming critical? Is the month-end complete? And who is waiting for whom?

Missing documents Scattered emails Status calls Open questions Unclear ownership Critical deadlines Approvals without a clear trail

Maintax Central makes these open points visible before they interrupt the working day.

Maintax Central does not replace DATEV. Maintax Central replaces the chaos before and around it.

Who MainTax is built for

For firms where too much still happens in the inbox.

When email, phone calls, scattered uploads and spreadsheets shape collaboration, MainTax creates one shared work status.

Often difficult today

  • Documents are requested repeatedly
  • Questions disappear in email threads
  • Nobody immediately sees who must act
  • Clients regularly ask for the status

With MainTax

  • Open items structured
  • Responsibilities clear
  • Reminders traceable
  • Processing status transparent

Tax firms

Documents, questions, responsibilities and client status in one place.

Accounting offices

Track monthly documents, missing receipts, approvals and communication centrally.

Payroll offices

Coordinate payroll changes, missing information, approvals and deadlines.

The Maintax Central difference

Every item knows whose turn it is.

Every open item has clear ownership. Your team immediately sees whether the firm must act, a client response is missing or no further step is currently required.

Once the bottleneck is visible, your team can prioritise instead of merely reacting.

Firm is waiting for client

A document, answer or approval is missing.

Client is waiting for firm

Your team must review, answer, approve or start the next step.

No action required

The item is complete, clear and has no current blocker.

Status instead of status requests

Clients no longer need to ask: “What is the status?”

Both sides see the current processing status, open steps and next responsibility. Internal firm notes remain internal.

Maintax Central client record with process status, open items and annual overview

The complete work status

One engagement. One record. The complete picture.

Contacts, documents, questions, tasks, deadlines, assessments, internal notes and next steps stay connected in one place. Your team sees what is missing, who owns it and what happens next.

  • Process status and next step
  • Risks and open blockers
  • Contacts and delegates
  • Documents and document packages
  • Tasks, questions and follow-ups
  • Deadlines and assessment review
  • Annual overview
  • Tax authority record
  • Complete history

Documents without email chaos

Documents arrive where they are needed.

Clients submit documents through the portal, a secure upload link or their personal upload address. Maintax Central connects each incoming item to the client, period and process.

  • Inbox+ for new arrivals
  • Secure upload links
  • Personal upload address
  • Email attachment import
  • PDF and image preview
  • Comments, tags and links
  • Document status and approvals
  • Identical-file detection
  • Document packages by period
June bookkeeping 8 of 10 documents received
80%
Still missing: credit card statement · platform report

Uploads are technically checked and processed in a controlled way before release.

Maintax Central inbox with new documents and document preview Maintax Central inbox with new documents and document preview
Maintax Central notification centre with priorities and required actions

Communication in context

No question loses its context.

Messages, questions, comments, tasks and approvals stay connected to the engagement and its process. Nobody has to search old email threads to understand the next step.

  • Team and client communication
  • Assigned owner
  • Priority and due date
  • Attachments in context
  • Communication centre
  • In-app and email notices
  • Web push and digests
  • Quiet hours and device management

External notifications remain intentionally neutral. Confidential details are visible only after signing in.

Standardise recurring work

Recurring work becomes a reliable process.

Templates, rules, reminders and bulk actions make firm work repeatable. Execution, results and errors remain traceable.

Trigger Condition Action Result
Maintax Central workflow editor with trigger, condition and action

Deadlines with ownership

Deadlines are not only stored. They are managed.

Maintax Central connects tax deadlines with status, owner, reminder and escalation. Your team sees which deadline creates work today.

  • 110 prepared deadline templates
  • Automatic deadline creation
  • Deadline calendar
  • Traffic-light status
  • Ownership
  • Quick actions
  • Reminder history
  • Escalation levels
  • Payment and filing dates
More than 14 days Monitor calmly
7 to 14 days Prepare
1 to 6 days Prioritise
Overdue Immediately visible
Maintax Central deadline cockpit with calendar, status and next action
Maintax Central assessment review with amount comparison and appeal deadline

From incoming assessment to decision

Review assessments, see variances and secure deadlines.

Receipt date, expected amount, assessed amount, variances, appeal deadline and client communication remain connected in one traceable review process.

  • Record incoming assessments
  • Keep appeal deadlines in view
  • Compare expected and assessed amounts
  • Flag variances
  • Assign questions
  • Prepare client communication
  • Complete and document the review

Simple for clients

Clients do not see firm complexity. Only their next step.

Upload a document. Answer a question. Review an approval. Check the status. Maintax Central shows every client exactly the tasks and information intended for them.

1Upload document 2Answer question 3Review approval
  • Personal invitation
  • Simple onboarding
  • Role-based view
  • Upload-only and read-only access
  • Open tasks
  • Messages and questions
  • Approvals and documents
  • Readability settings
  • Multilingual interface
Mobile Maintax Central client view with three open tasks

One platform, eleven languages

Your firm works in German. Your clients understand Maintax Central in their language.

Navigation, tasks, uploads, status messages and system notices appear in each user’s preferred language.

Deutsch English Español Türkçe العربية 中文 Français Italiano Polski Українська Русский

The interface is multilingual. Professional content, individual messages and tax-relevant statements are written by the firm and are not translated automatically without review.

Privacy by technology

Privacy is not a footer statement. It is built into the system.

Maintax Central restricts access to the people who need it for their work. Sensitive actions receive additional protection, support access is time-limited and relevant changes remain traceable.

  • Technical separation of firms
  • Two-factor authentication
  • View and revoke sessions
  • Additional confirmation for sensitive actions
  • Time-limited access grants
  • Controlled support sessions
  • Protected document storage
  • Traceable audit history
  • Retention and deletion workflows
  • Privacy requests and data export
View security concept
Maintax Central security centre with MFA, sessions and security events

Clear division of responsibilities

MainTax complements DATEV—it does not replace it.

DATEV and other specialist systems remain responsible for professional tax work. MainTax organizes collaboration before, between and around it.

Client
MainTaxDocuments · Questions · Tasks · Deadlines · Approvals · Status
DATEV / specialist systemAccounting · Payroll · Tax · Closing · Submission

MainTax is an independent complement and not a DATEV product.

Make invisible costs visible

What does daily chasing cost your firm?

Small questions look harmless. Over a year, they turn into hundreds of hours of firm time.

Items per day × minutes × working days ÷ 60

Estimated hours per month60 h
Estimated hours per year720 h
Estimated internal time cost per year28.800 €
Equivalent working weeks18
All values are model calculations and may differ for each firm.

Plans for every firm size

A plan that grows with your firm.

Start with a personal seven-day demo, then choose the plan that fits your team, client base and way of working.

Starter

For small firms that want to organize documents, deadlines, and evidence in one place.

99 € per month

Net price plus VAT

  • 75 clients
  • 5 staff members
  • 150 client users
  • 5 GB storage
  • 1 mailbox
  • Standard support
  • Custom domain
  • 7-day free trial
Try free for 7 days

Included features

  • Documents
  • Missing documents
  • Inbox+
  • Deadline book
  • Monthly closing
  • Audit trail
  • Exports

Enterprise

For large firms with expanded limits, API access, and enterprise support.

599 € per month

Net price plus VAT

  • Unlimited clients
  • Unlimited staff members
  • Unlimited client users
  • 100 GB storage
  • 10 mailboxes
  • Enterprise support
  • Custom domain
  • 7-day free trial
Contact sales

Included features

  • Documents
  • Missing documents
  • Inbox+
  • Deadline book
  • Monthly closing
  • Organizers
  • Client status
  • Upload mailboxes
  • Secure upload links
  • Audit trail
  • Exports
  • Imports
  • Knowledge base
  • Tax news
  • Firm branding
  • Custom domain
  • Advanced roles
  • Support access
  • API access

Active public plans from Maintax Central plan administration.

Frequently asked questions

Built for real tax firms. Straight answers without sales talk.

Maintax Central does not change professional tax work. It organises the processes before, around and after it. Here are answers to the questions firms actually ask before getting started.

Clients

Will clients actually use it?

Clients do not see the firm’s complexity. They only see which document is missing, which question is open and what they need to do next.

Workflows

When everything is already fully organized

If the firm and its clients already manage documents, tasks, questions and status information in a structured way with little manual coordination, the additional benefit may be smaller. DATEV and other specialist systems remain responsible for professional tax work. MainTax organizes collaboration before, between and around it.

Getting started

How much work is the implementation?

Clients, staff, document types and basic status data can be prepared and imported. The exact effort depends on the size of the firm, its data and the chosen scope.

Getting started

Can I try Maintax Central myself before buying?

Yes. You receive a personal demo firm with realistic sample data and can test Maintax Central for seven days without a credit card.

Clients

What do my clients see?

Clients only see content released for them: open tasks, missing documents, questions, approvals, status and documents. Internal notes and administration remain hidden.

Documents

How do documents enter Maintax Central?

Documents can arrive through the portal, a secure upload link, a personal upload address or a configured mail import. Each arrival is assigned to the relevant client and process.

Workflows

How does “Who is waiting for whom?” work?

Every open item shows whether the firm must act, a client response is missing or no action is currently required. Blockers and the next owner are visible immediately.

Deadlines

How does Maintax Central support deadline work?

Deadlines are managed with status, traffic light, owner, reminders and escalations. The firm remains responsible for professional review, deadline calculation and correct data maintenance.

Automation

Can Maintax Central automate recurring processes?

Templates, rules, reminders and bulk actions make firm work repeatable. Execution, results and errors remain traceable.

Security

How is access controlled?

Access is limited by firm, role, permission and client assignment. Sensitive actions may require an additional confirmation.

Security

How does Maintax Central protect sensitive data?

Maintax Central combines private file storage, role-based access, signed links, session and upload controls, and audit logs. Production infrastructure and legal configuration still require separate approval.

Plans

What happens after cancellation?

Access, export options, retention and deletion follow the contract and legal obligations. Data is not deleted uncontrollably simply because cancellation was initiated.

Try Maintax Central yourself. No appointment and no sales call.

Create your personal demo firm in a few minutes and test Maintax Central for seven days with realistic sample data.

No credit card · instant personal access · prepared sample data

Larger firms or organisations with individual requirements can also request a personal consultation.