For tax advisory and audit firms
One place for firm and client.
Payroll
Monthly data from the client, calculated in your payroll software.
Statutory audit
Every requested document with a deadline and status.
One request. Too many places.
Email, Excel, file shares, phone. Handoff brings it all together.
Everything in one place.
Share documents, resolve questions and keep track of deadlines. Firms and businesses work together.
Annual financial statements
Period ending 31 Dec 2025List deadline 19 Nov
Request
The trial balance for all ledger accounts at 31 December, after the final postings.
No reply submitted yet.
- Request list activated · 14 Oct, 09:00
Request
Confirmation from each bank of accounts, loans and guarantees at 31 December.
Our only account is with Raiffeisenbank.
- Bankbestaetigung_Raiffeisen_2025.pdf
- Reply submitted · 17 Oct, 08:20
Request
Revenue for each construction site, with the final invoices for larger contracts.
- Erloese_Baustellen_2025.xlsx
- Schlussrechnungen_groessere_Baustellen.pdf
- Reply submitted · 17 Oct, 08:25
- Reply accepted · 19 Oct, 10:15
Message
Mr Kern was on sick leave for three days.
Payroll month: October 2026
- Krankenstand_Kern.pdf
- Submitted · 24 Oct, 08:06
- Assigned to October 2026 · 24 Oct, 08:07
- Included in payroll · 29 Oct, 08:13
Our philosophy
You stay at the helm.
Open interfaces instead of dependence on a single vendor.
Your practice software stays
Handoff complements your practice software rather than replacing it.
Traceable
Clearly documented status, deadlines and audit history.
- u:seed
Roadmap
From collaboration to automation.
Today
Work together in one place.
Firm and clients work in one place.
Next
Assistance.
Handoff spots what is missing and makes suggestions. Your team decides.
Long term
Automation.
Routine runs on its own. Only exceptions reach your team.
A team from Vienna.
We build Handoff together with tax firms.
