Jansen & Partner
Cloud Telephony with DATEV Integration
Industry: Finance & Tax
Jansen & Partner is an established tax consultancy and auditing firm based in Germany.
The company supports a wide range of clients – from medium-sized businesses to self-employed professionals – in all matters related to tax consulting, accounting, and auditing.
In addition to traditional tax consulting, Jansen & Partner relies on modern technologies to meet the growing demands for efficiency, compliance, and digital collaboration. Secure, transparent, and flexible communication solutions are a top priority, especially when it comes to client interactions.
Status quo
The existing telephony system was technically outdated and no longer met the requirements of a modern tax firm.
Its limitations became particularly evident with the rise of hybrid working models: employees were unable to efficiently access communication functions when working remotely or from home.
In addition, seamless integration with the DATEV environment was missing – a critical factor for smooth processes and secure client communication in the tax consultancy sector.
The challenge
The company was looking for a future-proof, cloud-based telephony solution that meets the highest standards for both data protection and flexibility.
The goal was to fully integrate all communication processes into the existing DATEV infrastructure. At the same time, the solution needed to be device-independent, enabling employees to work efficiently from any location – without media disruptions, without compromising security, and with maximum ease of use.
The solution
CONVOTIS implemented a modern cloud-based telephony solution with full DATEV integration.
The new setup enables employees to communicate from any location and across all devices – whether via softphone, laptop, or mobile devices.
Most importantly, all relevant information and communication histories are directly accessible within the familiar DATEV environment. This not only increases flexibility but also significantly improves the efficiency and security of daily business operations.
The result
With the introduction of the new cloud telephony solution, Jansen & Partner now has a highly flexible and secure communication infrastructure.
Employees can easily work from home or on the go without losing access to essential functions or data. Client communication has become significantly easier, and internal processes are now more efficient and transparent.
In addition, the direct integration with DATEV strengthens compliance and ensures audit-proof documentation of all communication processes.
Technical
Highlights
Complex projects can also be summed up from a technical perspective. Key figures and specific features provide clear insights into the implementation – measurable, tangible, and transparent.
- Deployment of a cloud-based telephony solution
- Direct integration into the DATEV system landscape
- Device-independent communication via softphone
- Secure remote access for all users
The ability to work from home has not only improved employees’ work-life balance but
also significantly increased their flexibility and productivity.
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