DATEV integration (Basic): Connect, disconnect
Work in progress! This feature is incomplete and currently available for Beta users.
TaxDome allows you to set up a direct integration with DATEV Unternehmen, a popular German service for tax consultancy and financial accounting. You can transfer client documents from TaxDome to DATEV in a few clicks. Here, we will tell you how to connect your TaxDome portal to DATEV.
Covered here:
Before you start
- Go to Settings > Integrations, open the DATEV tab, and turn on the DATEV integration toggle. Once it is on, each team member who will use it has to connect to DATEV using their DATEV account (see below).
- Make sure each team member who will use it has access to their DATEV account.
- Make sure each team member who will use it has either the DATEV SmartLogin app installed or has hardware DATEV SmartCard/DATEV mIDentity. It is required for authentication in DATEV.
Attention! Only the firm owner can turn the DATEV integration on. Once they do it, connecting to DATEV will become available for all team members. If the firm owner turns the DATEV integration off, likewise, all team members will not be able to connect.
Connecting to DATEV
Note! The session will only last for 11 hours. After that, you’ll need to re-authenticate.
Every team member should set up the DATEV connection for themselves. Follow these steps:
1. Go to the Integrations page of the Settings section. Open the DATEV tab and click Connect to DATEV.
2. Once you click Connect to DATEV, this will redirect you to the DATEV website. If you are not signed in, select a login method and click Next.
- Scan the QR code with the DATEV SmartLogin App to log in if you have selected Login with DATEV SmartLogin. OR
- If you have selected Login with DATEV SmartCard / DATEV mIDentity, authorize using hardware SmartCard or mIDentity.
3. When logging in for the first time, you will need to permit TaxDome to access DATEV on the DATEV Authorization page.
4. When the integration is established, you will be redirected back to TaxDome. At this point, the 11-hour session begins. You are now able to transfer documents from TaxDome to DATEV.
You can find the DATEV login timer on the DATEV tab of the Integration page.
