Industry: Finance & Tax
The firm’s range of services includes financial accounting, annual financial statements, and comprehensive tax consulting for businesses, freelancers, and private clients. As a trusted partner, TSG Treuhand supports clients in navigating complex tax and financial challenges – always with the aim of unlocking economic opportunities and ensuring long-term security. At the same time, the firm follows a clear digital strategy to optimize workflows, use resources efficiently, and maintain long-term competitiveness.
As the firm continued to grow and data handling became increasingly complex, the demands on its digital infrastructure also increased. Topics such as audit-proof document management, efficient collaboration across multiple locations, and secure communication became significantly more important. Against this backdrop, the need for a modern, scalable, and future-proof IT solution became increasingly urgent.
Due to a continuously growing client base, TSG Treuhand’s internal payroll department reached its capacity limits.
Processing new payroll requests was no longer possible with the available resources. Without a suitable solution, this would have meant turning down client requests or only providing partial services – directly impacting revenue potential and client retention.
At the same time, it was crucial for the firm to maintain its high service quality and ensure that its core business remained unaffected.
The key challenge was to find a sustainable and scalable solution to meet the increasing demand for payroll services – without expanding internal staffing.
At the same time, it was essential to ensure that the firm continued to fully deliver its core services – financial accounting, annual financial statements, and tax consulting.
The goal was to maintain the high level of service for existing clients while enabling further growth – without risking operational bottlenecks.
As part of DATEV Business Process Outsourcing (BPO), CONVOTIS took over the complete processing of payroll for TSG Treuhand’s clients.
CONVOTIS payroll specialists work directly within the firm’s DATEV system landscape, ensuring seamless processes without media disruptions, full transparency, and full compliance with all regulatory requirements.
Thanks to close coordination between the firm’s team and the experts at CONVOTIS, a smooth and seamless integration was achieved. The solution is fully scalable, allowing the firm to flexibly manage client growth without having to change its internal structures.
Today, TSG Treuhand benefits from significantly reduced internal workload in the payroll area.
The firm can now fully focus on its core competencies – financial accounting, annual financial statements, and tax consulting – while continuing to provide comprehensive support to its clients.
At the same time, the scalable solution enables the firm to take on new mandates without limitations and to manage its growth efficiently. Internal efficiency has improved noticeably, client retention has been strengthened, and the foundation for sustainable future growth has been successfully established.
Complex projects can also be summed up from a technical perspective. Key figures and specific features provide insight into the implementation – measurable, tangible, and transparent.
By working with CONVOTIS, we can continue to offer our clients comprehensive support – without compromise. Outsourcing payroll services has noticeably relieved our workload and gives us the freedom to fully focus on our core competencies.
Jochen Lang, Management I TSG Treuhand Steuerberatungsgesellschaft mbH & Co. KG
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