For tax accountancy firms

Assess client GoBD readiness in a structured way

A digital GoBD checklist captures each client's current state: document filing, cash management, e-mail archiving, process documentation. You see the gaps before the tax auditor finds them.

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What gets assessed?

~45 Min of structured assessment per client — instead of half a consulting day

GoBD at the client — a blind spot

The current state is unknown

How the client files documents, whether the till is balanced daily, whether tax-relevant e-mails are archived — the firm usually does not know. It was simply never assessed systematically, for a single client.

Process documentation? Absent

GoBD rules expect process documentation — most small businesses have none and do not even know what it is. If that only surfaces during a tax audit, estimated add-ons loom, and the client asks: "Why did nobody tell me?"

Advisory potential left on the table

GoBD advisory is billable additional business with real client value. But without an efficient assessment tool, every survey means half a day of interviews — so it never happens.

The assessment as a digital process

  1. 1

    Build the GoBD checklist once

    You structure the survey along the GoBD topic areas: documents and filing, cash management (where cash is handled), software in use, e-mail and document archiving, immutability, access protection, existing process documentation. Plainly worded, no officialese.

  2. 2

    Clients answer at their own pace

    The client works through the checklist in the browser — one question per screen, conditional logic skips the irrelevant (no till, no till questions). Where useful, they upload examples: a photo of the filing system, a screenshot of the invoicing tool.

  3. 3

    You advise based on clear gaps

    The answers show you each client's risk profile: where archiving is missing, where cash handling is shaky, who needs process documentation. That becomes a concrete, billable advisory offer — and a client who acts before the audit instead of after.

Built for structured assessments

Conditional logic

Till questions only for cash businesses, web-shop questions only for e-commerce — each client sees their profile.

Evidence uploads

Screenshots, photos and sample documents attached right at the question — context included.

Draft saving

The assessment requires the client to look things up — pausing and resuming is built in.

Password protection

Internals of the client's bookkeeping stay access-protected — no public link.

Reusable per client

The same checklist for every client — and as a follow-up after measures are implemented.

Hosted in Germany

Bookkeeping details stay GDPR-compliant on German servers — with an Art. 28 DPA.

One advisory engagement refinances years

Free to pilot with first clients (3 forms). Pro for the roll-out across your client base: unlimited forms, your own branding — €12/month, €9/month billed yearly.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

View all plans

Questions on the GoBD assessment

What should a GoBD readiness checklist cover?
The core areas: document organisation (intake, filing, completeness), cash management including TSE status for electronic tills, software used for invoicing and bookkeeping, archiving of tax-relevant e-mails and documents, immutability and retention periods, access rights — and whether process documentation exists and is maintained. Three to five targeted questions per area suffice.
Does the checklist replace process documentation?
No — it is the step before: the assessment showing whether and where process documentation is missing or patchy. The documentation itself is what you then produce with the client as an advisory service. The checklist hands you the complete, structured factual basis for it.
Do clients even understand GoBD questions?
If you translate them, yes: instead of compliance jargon you ask "Can invoices in your software be changed or deleted after the fact?". Help texts at each question explain the background in two sentences. You do that translation work once — the checklist carries it to every client.
Are the client's details stored confidentially?
Yes — bookkeeping details fall under statutory client confidentiality, hence: hosting exclusively in Germany, encrypted transfer, tenant-isolated database, optional password protection per form and an Art. 28 GDPR DPA. No US cloud in the processing chain.
Why not keep using the Word checklist?
The Word checklist cannot branch (the service provider without a till slogs through till questions), cannot take uploads (screenshots arrive separately by e-mail) and cannot be analysed (you compare 20 Word files by hand). Digitally you get one comparable record per client — and across the client base a risk picture you can work through systematically.
How do I approach clients about the GoBD assessment?
As prevention, not inspection: "In a tax audit the office looks first at how your bookkeeping is organised — with a 20-minute checklist we see where you stand beforehand." Clients grasp the value immediately, because estimated add-ons for formal defects hit them, not you. Many firms send the checklist in one go to all cash-handling clients.
Can I repeat the assessment after a year?
Yes — and it pays off: after the initial advisory, the repeat shows whether the agreed measures were implemented and documents the improvement. The one-off assessment becomes a recurring advisory rhythm with measurable progress.

Find the GoBD gaps before the tax auditor does

Build the checklist, send it to clients, offer the advisory. Start free, no contract.

Create your checklist now