Separate clients
Each company has its own workspace, sources, users, and exports.
For tax advisors and firms
A clear monthly process for every commerce client
Manage client workspaces centrally, see which months are ready, and prepare DATEV exports without chasing files.
Firm overview · August 2026Live
Client workspaces
12
Ready for export9
Needs review3
Firm users5
Nordlicht GmbH
Amazon · Stripe
Studio Handel
Shopify · PayPal
Berg & Tal
eBay · Kaufland
DATEV exports prepared09 / 12
Firm workflow
Keep the overview across all clients
TaxRouter separates responsibilities and data while giving your team a consistent process.
Standardize month-end
Use the same steps and status logic across commerce clients.
Prepare DATEV handover
Download monthly posting batches when the client data is ready.
Functions for tax firms
Everything needed for ongoing client work
The firm does not only see exports, but organizes access and monthly status in one place.
/01
Client workspaces
Sources, users, and exports remain clearly separated for every company.
/02
Roles and access
Firm team and client receive the access they need for their part of the process.
/03
Monthly status
See centrally which clients are ready and where a review is still needed.
/04
DATEV posting batches
Prepare sales, payment, and stock-transfer bookings per client and month.
In monthly operations
From a new client to the DATEV handover
1
Set up the client
Create the workspace, invite users, and assign the required commerce sources.
2
Import the month
Synchronize the available sales, payment, and tax data for the period.
3
Review status
Identify open sources or missing monthly data before exports are created.
4
Hand over to DATEV
Download finished posting batches individually or as a bundle.
Bring structure to commerce mandates
Choose a plan or talk to us about the number of clients and connections you manage.