Lexoffice Steuerberaterzugang Jun 2026

| Capability | Description | |------------|-------------| | | Client sends an invitation via email from within lexoffice. Tax advisor accepts and creates a free “advisor” account. | | Role‑based rights | Tax advisor sees: invoices, receipts, bank transactions, open items, VAT preview, annual financial reports. No access to: bank account credentials, personal user settings, or document deletion. | | Two access levels | • Read‑only : view & export data • With export & posting : can also mark documents as “checked for tax” or “posted” (DATEV interface). | | DATEV export | Advisor can export client data directly to DATEV (Unternehmen online, DMS, or payroll). Supported formats: DATEV ASCII, CSV, PDF/A. | | Document annotations | Advisor can add internal notes to transactions or documents – visible only to the advisor (not the client). | | Multi‑client dashboard | Advisor sees all connected clients in one overview, with status alerts (e.g., missing receipts, VAT deadlines). | | Revoke anytime | Client can revoke access immediately – advisor loses all permissions. |

Der lexoffice Steuerberaterzugang transformiert die traditionelle Buchhaltung in einen hocheffizienten, digitalen Workflow. Er eliminiert Medienbrüche, spart wertvolle Arbeitszeit auf beiden Seiten und schafft die Basis für eine strategische, zukunftsorientierte Steuerberatung auf Augenhöhe. lexoffice steuerberaterzugang

Herr Meyer kratzte sich am Kopf und lachte. „Laura, ich bin doch kein Millennials‑Typ, ich arbeite noch mit Stift und Tinte.“ No access to: bank account credentials, personal user