Tax advisers & accounting firms
For client acquisition for accountants, Armiflow helps on two sides: your firm finds and looks after business clients with approval, newsletters and appointments. And clients who use Armiflow deliver matched documents, with a month-end checklist and an export for BMD, RZL or DATEV. Armiflow does not replace practice management software.
Outreach with approvalNewsletter with consentFees as subscriptionExport BMD · RZL · DATEV
Export for BMD readyExample · accounting firmArmiflow supports client acquisition for accountants, tax advisers and bookkeeping offices: find companies, personal emails after approval, appointments, newsletters with consent, contracts with e-signature and fees as subscriptions with recurring invoices. Clients who use Armiflow prepare their documents and send exports for BMD, RZL or DATEV including VAT figures. Bookkeeping, tax returns and annual accounts stay in your practice software.
Everyday work in a firm
In tax advisory and accounting firms, time is tied up by deadlines, annual accounts and queries. The targeted search for suitable new clients usually happens on the side, through referrals or not at all.
At the same time, chasing documents from existing clients takes a lot of time: missing invoices, incomplete statements, follow-up questions by email. Software for tax advisers that helps with sales and guides clients towards clean records takes pressure off both sides.
Armiflow is not practice management software. Bookkeeping, tax returns, annual accounts and payroll stay in your specialist programs. Armiflow covers the side before that: the firm’s sales, billing your own fees, communication with clients and, on the client side, preparing documents and exports.
You check the professional rules on advertising for your firm yourself; Armiflow supports you with approval and consent management.
Workflow
The process connects your firm’s prospecting with the collaboration afterwards. You approve every email, and clients who use Armiflow deliver their records in the right export format.
Search companies by industry and location, such as hospitality, trades or online retailers in your region.
Personal draft after your approval, booking link for the introductory meeting.
Agreement with electronic signature, monthly flat fee as a subscription with recurring invoice.
Clients with Armiflow send checklist, VAT figures and export for BMD, RZL or DATEV.
Features
For marketing emails in Austria, § 174 TKG 2021 (RIS) applies. The newsletter therefore requires consent by default.
| Task | Armiflow feature | Benefit |
|---|---|---|
| Find target clients | Find companies | Search by industry, location or radius |
| First contact | Cold email | Personal drafts, sent after approval |
| Inform clients | Newsletter | Sending with consent, schedule and test email |
| Introductory meeting | Calendar & appointments | Booking link, Zoom, Teams or Meet link |
| Bill fees | Product catalogue & subscriptions | Monthly flat fees with automatic recurring invoices |
| Collect documents | File manager | Upload links for client documents |
| Client export | Bookkeeping (at the client) | BMD NTCS/Online, RZL, DATEV, CSV |
Benefits
What changes when prospecting, fees and client records come together. How strong the effect is depends on firm size, target clients and effort; above all, Armiflow creates an orderly process.
Research, first contact and follow-up run in one process.
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Your team focuses on advice and annual accounts instead of chasing documents.
Sign agreements digitally, documents via upload link.
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A newsletter with consent can help you stay visible to clients and prospects.
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Targeted outreach to suitable companies instead of waiting for referrals.
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Ongoing fees, open invoices and leads at a glance.
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Security
Approval. No email to clients or prospects without your approval.
GDPR. Separate schemas per customer, 2FA, access and erasure under Art. 15 and 17.
Public authority protection. Public offices, courts and police are neither stored nor contacted.
Austrian law. UStG, RKSV, the Austrian standard chart of accounts, BMD and RZL are built in.
FAQ
Short, clear answers about this feature. Missing a question? Write to support@armiflow.com.
For client acquisition for accountants, Armiflow supports you with a company search by industry and location, personal email drafts and campaigns with follow-ups. You approve every email, and follow-ups stop when a company replies or books an appointment. This way you approach companies that suit your firm in a targeted way.
No. Armiflow is not practice management software and does not handle bookkeeping, tax returns, annual accounts or payroll. As software for tax advisers, Armiflow covers sales, billing your own fees and communication with clients. Your practice software remains responsible for the professional work.
Clients who use Armiflow export for BMD NTCS and Online, RZL, DATEV or as CSV based on the Austrian standard chart of accounts. On top of that come an email with the VAT figures and a month-end checklist. For your firm this means fewer queries, and in client acquisition for accountants it is a good argument.
Clients import bank, card, PayPal and Stripe statements, and the AI also reads PDFs. Payments are matched to incoming invoices automatically, and a monthly AI helper searches the mailboxes for missing invoices and files them in Google Drive. This way documents arrive at your firm more complete.
New clients for accounting firms come from a targeted search for companies in your region and preferred industry. Armiflow AI writes personal drafts in the company’s language, and booking links lead directly to the introductory meeting. You check professional rules on advertising yourself; in client acquisition for accountants, Armiflow only sends after your approval.
In Austria, TKG § 174 governs marketing emails, including those to businesses, and the professional rules of your profession also apply. Check in each case whether consent or an exception applies. Armiflow helps with client acquisition for accountants through consent per channel, a block list and an unsubscribe link.
Yes. In the product catalogue you create services with terms from monthly to 3 years plus add-on options, and recurring invoices are created automatically. Invoices are checked against § 11 UStG, the Austrian VAT Act, and payment is possible via Stripe by card or SEPA direct debit. For monthly flat fees this saves recurring manual work.
The newsletter in Armiflow requires consent by default. You write in the editor, attach files and schedule the send, and the AI helps with subject and text using only approved facts. For software for tax advisers, this is a way to keep clients informed regularly.
Every customer has a separate database schema, access credentials are stored encrypted, and there are daily backups. 2FA, roles and custom roles protect access within the team. You handle requests under GDPR Art. 15 and 17 directly in the CRM. Confidentiality is a basic requirement in client acquisition for accountants.
After signing up for the 14-day free trial, the setup assistant creates a starter plan based on your industry, team and goals. You import existing contacts from CSV or XLSX, and duplicates are merged. Then you create your services in the product catalogue and start your first search for client acquisition for accountants.
Yes. The file manager offers upload links through which clients can provide files. In addition, clients see invoices, contracts and tickets in the client portal, signing in via magic link without a password, optionally with 2FA. This keeps the exchange orderly instead of spread across many emails.
Yes. Contracts from templates are signed directly on screen, drawn by hand with a finger, mouse or stylus, via an online link or on site; several can also be signed with one signature. In addition, Armiflow stores name, time, IP address, browser, consents and a SHA-256 checksum as evidence.
You define industry and location, for example hospitality, trades, online retailers or service providers near your firm. The map shows where suitable companies cluster. This turns client acquisition for accountants into a plannable task instead of a matter of chance from referrals.
In the CRM, every company has a profile with contacts, notes, timeline and follow-up tasks. Armiflow shows which callbacks are due today, and the dashboard shows the trend over 12 weeks. With roles, staff only see their own leads, while the partners keep the overall view.
Yes. The public authority protection is active by default: public offices, courts and police are neither stored nor contacted. It is based on ready-made lists for Austria, Germany, Switzerland, Liechtenstein, Turkey and the EU, which you can extend with your own entries.
Yes. With white-label you define product name, company, favicon and legal texts yourself. A bookkeeping office can thus provide clients with a system under its own branding, in which documents are matched and exports prepared. The professional bookkeeping itself stays with you.
Clients with a registered cash register can connect RKSV tills such as helloCash or ready2order in Armiflow; the exact scope is shown in the app. The till itself remains the RKSV system required in Austria. What matters for software for tax advisers: till sales and invoices come together in one system at the client.
Yes. Armiflow AI works with all features in the chat, on behalf of the signed-in user. You ask, for example, which fee invoices are open or which prospects need a follow-up. The assistant does not provide tax advice, and actions involving clients or money wait for your confirmation.
Read on
Sign up in the app, choose an industry and a location and see your first results. Nothing is sent until you approve it.
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1110 Wien, Österreich
+43 660 540 3636
support@armiflow.com
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