
Away with complicated folder structures. Welcome labels.
Folder structures are like filing cabinets: outdated, unclear, and hard to maintain. Today, tax consulting requires more structure – but with less effort.
That's why Steuerboard now also has labels.
With our new label feature, files and tasks can now be tagged with custom-defined labels. Whether it's “Annual Financial Statement”, “Incoming Invoice”, or “P&L”: You determine how you organize – without rigid folder paths.
What labels bring you:
More clarity: Filter and sort by labels to immediately find what you need – whether it's a document or a task.
Fewer clicks: Stop searching and clicking through deeply nested folders – one click on a label is enough.
Starting point for automation: With global labels, work processes can be standardized and automated in the next step.
Flexible tax firm logic: Everyone works differently – labels adapt to you, not the other way around.
One Feature – many possibilities
Whether it’s a small tax firm or a large team: Labels help you stay organized and act faster.
Whether organizing files or structuring processes through labeled tasks - labels provide the foundation for smart and automated tax firm processes.
