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.
Frequently asked questions
Frequently asked questions about Maintax Central
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.
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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.
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.
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.
Do I need a sales call for the demo?
No. You can start the personal demo yourself. A consultation is optional if you want to discuss processes, migration or specific requirements.
What data may I use in the demo?
The demo contains prepared sample data. Please do not upload real sensitive client, tax or employee data.
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.
Can clients use Maintax Central on a smartphone?
Yes. The client portal is responsive and works in the browser on phones and tablets, including direct uploads from the device.
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.
What happens with missing documents?
The firm requests the document with its period, category and due date. Maintax Central displays the open requirement, records reminders and closes it only after a suitable upload has been reviewed.
How does Maintax Central prevent duplicate questions?
Open questions remain visible on the client and process. The team sees existing communication and ownership before creating another request; identical files are also recognised by their content.
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.
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.
Can Maintax Central automate recurring processes?
Templates, rules, reminders and bulk actions make firm work repeatable. Execution, results and errors remain traceable.
How does assessment review work?
Receipt date, appeal deadline, expected and assessed amounts, variances, owner and next step are recorded in one review process. The professional tax judgement remains with the firm.
Which notifications are available?
Depending on configuration, notices are available in the portal, by email and as web push. Users can manage preferences, digests, quiet hours and registered devices.
Is Maintax Central multilingual?
Yes. The interface is available in eleven languages. Professional content and individual messages are created by the firm and are not translated automatically without review.
How is access controlled?
Access is limited by firm, role, permission and client assignment. Sensitive actions may require an additional confirmation.
Can several employees work on one engagement?
Yes. Tasks, questions, deadlines and processes can be assigned to owners. Status, comments and history keep the team on the same working state.
Are internal notes and call notes available?
Yes. Internal information and call notes can be recorded on the client or process and remain visible only to authorised firm staff.
How traceable are changes?
Timeline and audit records capture relevant processing steps, status changes and security events with the time and acting user.
Can Maintax Central support see my client data?
Support access to firm data is not permanently open. It requires an explicitly approved, time-limited support session and is recorded for traceability.
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.
Is Maintax Central automatically GDPR compliant?
No software creates legal compliance on its own. Maintax Central provides technical foundations for access, logging, exports and deletion workflows; contracts, purposes, retention and firm processes require legal review and correct configuration.
Is my firm data used to train AI?
Using Maintax Central does not automatically release firm data for AI training. External AI services may only be used after conscious configuration and technical and contractual review.
Can I import existing clients and data?
Yes. Prepared import functions support structured client and existing data. Format, quality and assignment are reviewed before production transfer.
Can I adapt Maintax Central to my firm?
Branding, roles, document types, status, templates, notifications and workflows can be configured. Custom domains and advanced features depend on the selected plan.
How do plans and feature access work?
Each plan defines usage limits and enabled features. The public pricing view takes these details from the central plan administration.
Can I change plans later?
A plan change can be prepared through subscription administration. Timing, billing and available features depend on the chosen change and the applicable contract terms.
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.