Who is a tax consultant? How do I invite a tax consultant?

A tax consultant is a user role on zistemo which has limited access to your account.
You can only invite one tax consultant – this user will be able to view your reports and export account information (in PDF).
To invite a tax consultant to your account go to, Contacts ➝ Tax Consultant ➝ Invite Tax Consultant ➝ to enter the email of tax consultant and click ‘Send’

After clicking ‘Send’ the tax consultant will receive an email invitation to their profile.

How do I delete a tax consultant?

To delete tax consultant go to, Contacts ➝ Tax Consultant ➝ Remove Tax Consultant

The removed Tax Consultant will not be able to login to the account.

Data Access

A “Tax Consultant” user will have access to the following data:

Dashboard
– Available graphs: Invoices sent, Estimates sent, Hours billed, Active projects, Invoices, Total hours, Invoices & Payments, Top Expense Category, Revenue & Cost

Contacts
– Clients – can only see clients list

Sales
– Invoices (Invoices, Retainers, Received Invoices – can only see invoices list and invoices preview
– Payments (Invoice payments, Retainer payments) – can only see payments list
– Product List (Task, Items) – can only see tasks and items lists

Purchases
– Purchase Orders (Purchase Order) – can only see the purchase orders list and purchase order view
– Expenses – can only see expenses list and expense preview
– Expense Categories – can see and create expense categories
– Mileage Tracking – can see mileages list and mileage preview

Timesheets
– Team Timesheets – can only see Team Timesheet

Reporting
– Can see and print all reports.

Export
– Can export all account data on “My Profile”

Profile Settings – can see and update own profile settings.

INFO: Die Anzeige und Bearbeitung der Datev-Nummer wird auch in der “API” unterstützt. Weitere Informationen zur Einrichtung der API, findest du HIER

Solltest du keinen Datev import mit hinterlegten Debitoren/Kreditoren Nummern importiert haben, dann vergibt das System automatisch fortlaufend eine Datev-Nummer.

NOTE: Diese Funktion ist für Kunden aus der DACH-Region verfügbar.

Zuerst brauchst du den Stammdatenexport von DATEV im CSV-Format. Gehe dann in zistemo auf Importieren und wähle als Import-Typ Kreditoren/Debitoren aus DATEV importieren.

Im zweiten Schritt kannst du die Kunden/Lieferanten, die Du nicht hochladen möchtest, deaktivieren.