For tax advisory and audit firms
Documents complete. Questions resolved. Deadlines met.
Request lists, questions and payroll changes with every client in one place. Your team sees what is missing and whose turn it is.
30 minutes, using examples from your firm.
Tischlerei Huber e.U.
- Bank statements 12/2025 – 4 files, done
- Inventory list as of 31 Dec 2025, done
- Invoices for fixed asset additionsQuestion open
Year-end closing
Request lists with a deadline for each item
Payroll
Monthly changes up to the cut-off date
Questions
Right on the document, with approval
One request. Too many places.
Request list in Excel, documents by email, questions in another inbox. Who needs to follow up is on nobody's list.
Shared workspace
Your firm and your clients work on every matter together.
Use cases
Two processes with a lot of back and forth.
Ongoing payroll
Clients upload their payroll data every month. Questions and approvals are bundled, the calculation stays in your practice software.
Interactive request lists for audits
Request documents in a structured way, with deadline, status, chat and audit history. Everyone sees what is still open.
Our philosophy
Innovation in your own hands.
Firms should decide for themselves how they work and with which tools, independent of a single vendor.
That is why we rely on open interfaces and direct exchange with firms.
What you can rely on
Your practice software stays
The professional calculation stays in your practice software. Handoff relies on open interfaces.
Traceable
Status, deadlines and audit history for every matter.
Rooted in Vienna
Developed in Vienna, with the University of Vienna and Hochschule Campus Wien, supported by u:seed.
- u:seed
Roadmap
We are building for the way firms will work in a few years.
Assistance: Handoff suggests, your team decides. Automation: Handoff handles routine work and only brings you the exceptions.
Today
Work together in one place.
Communication, documents, tasks and approvals with each matter.
Next
Assistance.
Handoff spots what is missing and drafts, for example, a reminder. Your team confirms.
Long term
Automation.
Handoff runs recurring processes with AI within your rules. Only open questions reach your team.
Team
We are building Handoff together with tax firms.
See Handoff with your own processes.
30 minutes, using examples from your year-end closing and your payroll. We support the first firms personally as they start.
Book a demo