The complete feature set

One platform for the complete workflow of your firm.

Maintax Central connects daily work management, client records, documents, communication, deadlines, automation and evidence in one consistent system.

Try free for 7 days

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.

Work management

Priorities, bottlenecks and next steps become immediately visible.

  • Maintax Central
  • Today
  • Who is waiting for whom
  • Saved views
Availability depends on plan

Client record and CRM light

The complete work status of an engagement remains in one place.

  • 360° client record
  • Process status
  • Contacts
  • Phone notes
  • Follow-ups
Availability depends on plan

Documents and inbox

Documents arrive at the correct client, period and process.

  • Inbox+
  • Document preview
  • Tags
  • Comments
  • Upload links
  • Upload mailboxes
  • Duplicate detection
Availability depends on plan

Communication

Messages and questions retain their professional context.

  • Team communication
  • Client messages
  • Priorities
  • Attachments
  • Notification centre
Availability depends on plan

Tasks and follow-ups

Open work stays assigned, scheduled and traceable.

  • Tasks
  • Due dates
  • Follow-ups
  • Owners
  • Bulk actions
Availability depends on plan

Deadlines and assessment review

Deadlines and assessments are managed as a controlled review process.

  • Deadline book
  • 110 templates
  • Calendar
  • Escalations
  • Assessment review
  • Appeal deadline
Availability depends on plan

Month-end and annual cockpit

Completeness and progress are understandable for every period.

  • Month-end
  • Annual overview
  • Missing documents
  • Approvals
  • Document packages
Availability depends on plan

Organisers and approvals

Structured questions and decisions replace email ping-pong.

  • Organisers
  • Checklists
  • Question uploads
  • Approval status
  • Comments
Availability depends on plan

Workflow and automation

Recurring work is standardised and executed transparently.

  • Rule library
  • Editor
  • Test run
  • Execution log
  • Import
  • Bulk activation
Availability depends on plan

Client portal

Clients see only their next relevant step.

  • Personal invitation
  • Upload-only
  • Read-only
  • Tasks
  • Documents
  • Languages
Availability depends on plan

Notifications and PWA

Users receive controlled notices without confidential preview text.

  • In-app
  • Email
  • Web push
  • Digests
  • Quiet hours
  • Device management
Availability depends on plan

Security and privacy

Access, sessions and sensitive actions are technically controlled.

  • Roles
  • MFA
  • Step-up
  • Support sessions
  • Audit
  • Data export
  • Deletion workflows
Availability depends on plan

Import and export

Existing data can be prepared for import and exported in a controlled way.

  • Client import
  • CSV/XLSX
  • Export centre
  • Evidence packages
Availability depends on plan

Knowledge and firm SOPs

Firm knowledge and standard procedures remain searchable for the team.

  • Knowledge base
  • SOPs
  • Checklists
  • Tax news
Availability depends on plan

Administration, plans and billing

Firm, team, plans and usage are managed cleanly.

  • Team
  • Roles
  • Settings
  • Plans
  • Subscriptions
  • Invoices
  • Usage
Availability depends on plan

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.

Try free for 7 days