For tax advisors
Clients on CoolHanX deliver structured, validated documents instead of PDF collections — DATEV-ready, with gaps flagged instead of silent errors.
What changes for your firm
The e-invoicing mandate turns the document shoebox into a data problem: XML files that clients forward by email are neither checkable nor efficient to post without a tool. A client on CoolHanX solves this at the source — every document is already EN 16931-validated, archived and prepared ready for accounting by the time it reaches you.
| Handover | Content | Benefit for the firm |
|---|---|---|
| DATEV posting batch (EXTF 700) | posting records with SKR03 suggestion and BU code | Import instead of entry |
| Tax-advisor CSV | Neutral document list (UTF-8, BOM) | for non-DATEV software |
| Statement of open items | documents without an account assignment, with reason | no silent gaps |
| Original XML | on demand from the GoBD archive | audit certainty |
Suggestions that respect your authority
The SKR / BU suggestions in CoolHanX are deliberately implemented as suggestions — learned from the client’s decisions, never automatically “posted for good.” The professional judgment, special cases and the final account assignment remain with you. The system tells the client so too: at every relevant point there is a note that the firm decides.
| Step | Client | Firm |
|---|---|---|
| ongoing | issues / uploads inbound items — all validated | — |
| month end | reviews open account assignments (confirms suggestions) | — |
| handover | exports EXTF + CSV, sends to the firm | imports into DATEV |
| posting | — | reviews suggestions, posts definitively, raises queries |
| queries | answers with the same document in view | pinpointed by document number |
Client onboarding that costs you nothing
Recommend CoolHanX to a client and they set themselves up (free plan, 15 minutes, German interface). From the first month you receive exports instead of slips of paper. A dedicated firm portal with direct access to client documents is planned — today the handover runs via the export files.
Frequently asked questions
Does CoolHanX replace tax-firm software?
No — it replaces poor delivery. Posting still happens at your firm.
Can we specify templates for account assignments?
The 18-entry standard set (SKR03/BU) is editable; the client can adopt firm-specific defaults — central firm templates are on the roadmap.
How do we get the original XML?
The client can download it from the archive at any time — including checksum and timestamp for tax audits.
What does it cost the firm?
Nothing. The client’s plan is paid; Free covers small clients.
How does this differ from DATEV Unternehmen online?
CoolHanX specializes in the e-invoicing process (EN 16931 validation, quarantine, GoBD archive in the original XML) and hands off to ANY firm ecosystem — it does not replace a firm platform, it improves the delivery.
Can we recommend several clients?
Yes — each client runs their own account; on request we support the first setups together (support@coolhanx.com).
Solving the problem at the source
The most expensive part of document processing does not arise in the firm but before it: incomplete PDFs, missing mandatory details, documents in email inboxes that someone has to retype. A client on CoolHanX instead delivers structured, already validated documents — every outbound and inbound document is EN 16931-checked, GoBD-archived and comes with a pre-accounting proposal before it reaches you. Double entry is eliminated, queries drop.
| Step | Client | Firm |
|---|---|---|
| Documents arise | creates/receives validated e-invoices | — |
| Pre-accounting | confirms category/account (learns along) | — |
| Monthly handover | exports the EXTF posting batch | imports without retyping |
| Queries | original XML + validation report enclosed | reviews specifically instead of searching |
| Tax audit | archive export with checksum | solid evidence (Z3) |
SKR/BU respect the firm’s authority
The SKR / BU suggestions are deliberately built as suggestions: the client speeds up the preparatory work, the binding account assignment remains your decision. The 18-entry standard set is editable, firm-specific defaults can be adopted; central firm templates are on the roadmap. That way the professional authority stays where it belongs.
A referral path that costs you nothing
There are no costs for the firm — the client’s plan is paid, and the Free plan covers small clients. Recommend CoolHanX to a client and they set themselves up; on request we support the first setups together. You get cleaner delivery without having to introduce a new firm platform.
Related topics
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