# Accounting, tax and Treuhand firms

> Sumarity for accounting, tax and treuhand firms: standard workflows with every judgement checked.

Source: https://www.sumarity.ai/industries/firms/

Accounting, tax and Treuhand firms 

# Accounting, tax and Treuhand firms: the doubts, not the drudgery.

Firms that prepare returns and books for many clients. One workflow serves every client; preparers get only the doubts, and every figure on the return traces back to a document.

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What teams tell us

## Where the time goes

Every client's documents in a different state

Returns re-checked line by line before they're signed

Chasing clients for what's missing

Workflows

## Standard workflows for accounting firms

8 workflows · Proven by code: 6 · Vetoed by code: 1 · Cross-checked: 1

### UK VAT return for a small business (pub VAT)

Each document's VAT treatment; what's missing

Proven by codeTested

### Swiss VAT (MWST) return

Rate and method per line; input tax recoverable

Proven by code

### German VAT advance return (USt-Voranmeldung)

Treatment per line, reverse charge

Proven by code

### Bookkeeping review: categorising bank transactions

Account and tax code for each line

Vetoed by code

### Client document collection for year-end

What's missing, wrong period, unreadable

Proven by code

### Year-end accounts tie-out

Whether trial balance, schedules and statements agree

Proven by code

### Client onboarding: AML and engagement checks

Identity, beneficial owners, risk rating

Cross-checked

### Personal tax return preparation (UK self assessment)

Income kinds, reliefs that apply

Proven by code  

Tested

## Measured, not promised.

### UK VAT return for a small business (pub VAT)

0settled wrong
15 of 15problems reached the preparer
67 → 25items for people after the run  

Questions

## What buyers ask

Which process should we start with?

The one with the most items your team checks by hand and a clear way to tell right from wrong: usually a reconciliation or a matching process. Its judgements are proven by code, so most settle without a person.

Do you connect to our systems?

Files in any layout (spreadsheets, CSV, PDF, bank formats), e-mail inboxes and folders, and an API for software. Connectors for particular systems are built as customers need them.

How long does a pilot take?

A few weeks alongside your own process, on your own data, at our cost. It ends in a line-by-line comparison: what it settled, what it sent to people, what it caught, and the time it took.

## Bring one accounting firms process. Run it alongside yours.

We design it with your expert, run it in parallel, and show you the comparison.

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