How the Edelmann & Partner tax firm uses digitalization to benefit its clients

At Edelmann & Partner in Frankfurt am Main, 11 dedicated employees have been helping their clients reach new heights for 20 years. Our mission is to propel our firm and our clients into the digital age, streamline processes, and use technologies that will shape the future.

Vision: Sound advice and digitalization support instead of accounting

In times when speed is crucial, we increasingly faced a double burden: accounting tasks arising for both our clients and ourselves created considerable effort. This often kept us from delivering the timely, well-founded consultation we wanted to provide.

We also heard our customers calling for digital solutions and automated processes. It was time for a change. Our vision: process optimization at our company and the start of a digital journey with our customers.

More than expected: our courage is rewarded

With the introduction of cisbox in our office and subsequently with our clients, we have turned the world of invoice processing on its head. We initially saw the benefits of the software in the seamless and precise recording of creditor master data and automated account allocations.

But the benefits go far beyond that:

  • Outstanding consultation: With real-time data, we are able to advise our customers at all times
  • Time savings: The time required for invoice processing has been reduced by up to 50%.
  • Error reduction: Manual errors are now a thing of the past. Speed and precision is our new standard.
  • Transparent processes: Every status of every invoice can be viewed, thus creating clarity and reducing queries.
  • Digitalization expertise: The successful implementation of cisbox strengthens the position of Edelman & Partner as a qualified partner for digitalization. Clients benefit from the expertise of the firm and receive support in optimizing their own processes. 

The unexpected often happens

As a law firm, we received an unexpected gift early on from the cisbox price-tracking module: a refund of more than €2,000 from incorrect invoices that were identified. This is another benefit we hadn’t anticipated before implementation and would not want to miss today. 

Conclusion: a digitalization step with a big impact

The introduction of cisbox has greatly increased efficiency and transparency in our law firm. The time we have gained allows us to provide more intensive advice and dedicate ourselves to our clients. Thanks to the intuitive software and reliable support from cisbox, the implementation was effortless.

Edelmann & Partner will never want to do without this valuable resource again. We recommend every tax firm that wants to embrace digitalization to take this step as well.

Our vision for the future is clear: to continue the digital progress within our firm, to support our clients in process optimization, and to master the challenges of the digital evolution together.

Sandra Hug

Tax consultant
Edelmann & Partner

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