View documents and put them together sensibly
Often the challenge is not that information is missing, but that it is in different places. We will discuss with you which documents are needed for the desired purpose and how existing documents can be assigned. Any ambiguities in content are recorded as questions instead of making unchecked assumptions.
Develop a storage structure for everyday life
Comprehensible filing not only helps with the next handover, but also with recurring tasks. Depending on your needs, documents can be organized, for example, according to time period, process or agreed categories. The structure should work for the people who actually work with it and not create unnecessary additional steps.
Prepare handovers to other locations
Whether for your ongoing accounting, tax advice or internal coordination: fully compiled documents make further processing easier. We clarify in advance which documents are required and which information is still missing. This does not replace the legal or tax review of the content.
Reconcile digital and existing paper documents
Which document form makes sense depends on your source material and the desired processing method. We support the organizational preparation and discuss how existing documents can be handed over in a comprehensible manner. We do not make general statements about legally compliant archiving or the destruction of originals.
Clear boundaries and clear responsibilities
Document preparation means the organizational ordering and compilation of information. It does not include legal advice, tax assessment and no guarantee for official decisions. If a process requires a technical examination, this task remains with the appropriately authorized bodies.
Support at a glance
- ✓Review of agreed documents
- ✓Sorting according to coordinated structure
- ✓Compilation for further processing
- ✓Overview of missing documents
- ✓Organization of recurring handovers
Transparency before the start
So that you know what you can rely on, we agree on the specific scope before we start. Tell us which tasks you carry out yourself, which documents are available and which specialist advisors are already involved. On this basis we will discuss the appropriate offer.
Services are provided exclusively under § 6 nos. 3 and 4 StBerG. No legal or tax advice.
Frequently asked questions about document preparation
Can I also bring unsorted documents?
Yes. Briefly describe the scope and desired purpose to us in advance. We will then discuss whether an initial review makes sense and how processing can be narrowed down.
Do you check the legal validity of my documents?
No. A legal review or contractual advice is not part of the document preparation. For this you need authorized legal advice.
Can missing documents be identified?
As part of an agreed list or purpose, we can record which documents are not yet available. This does not provide a general guarantee of completeness for unknown legal or official requirements.
How are confidential documents transmitted?
Before transmission, we will agree on the appropriate route. Please do not upload confidential documents using general website functions or send them unsolicited via open email.