- TOMORIS
- Industries
- Tax advisory
FOR YOUR FIRM
Deadlines stay. IT friction can go.
Deadlines and sensitive client data demand IT that supports you reliably. We align operations and modernization with your firm’s everyday work.
TAX ADVISORY / STARTING POINT
What shapes
your everyday work.
- 01
Deadlines set the pace
Nothing may fail during filing and year-end closing periods. Maintenance and conversions belong in quiet weeks.
- 02
Receipts through every channel
Clients deliver receipts by email, upload and on paper. They are retained for seven years.
- 03
Confidentiality, digitally
Entrusted matters stay secret, including in mailboxes, the cloud and the home office.
HOW WE IMPLEMENT IT
Concrete
solutions.
- TOMORIS GRID
Run practice software reliably
Servers, workplaces and updates coordinated with your specialist software vendors and outside peak deadline periods.
View TOMORIS GRID - OWN SOFTWARE
Pre-sort incoming receipts
Classify messages from an approved mailbox and trigger defined follow-up actions, with reviewed rules and acceptance.
View MailAutomate - TOMORIS EXPERTS
Exchange client data securely
Expiring shares and Microsoft 365 with clear permissions instead of attachments.
View Cloud & modern work - TOMORIS GRID
Back up and running before the deadline
Backup with a recovery plan so that an outage does not become a question of meeting deadlines.
View GRID.vault - OWN SOFTWARE
AI potential in the firm
Which recurring tasks are suitable for AI and which are not, prioritized by benefit, effort and feasibility.
View Atlas
TAX ADVISORY / YOUR BENEFIT
What you
gain.
- 01
Strengthen your ability to work
Take critical applications and dependencies into account.
- 02
Share data in a controlled way
Design access and transmission paths deliberately.
- 03
Plan around busy seasons
Align maintenance and changes with your work phases.
SERVICES & SCOPE
Responsibility starts with clarity.
We clarify in advance which services make sense, who is responsible for what and how you can tell that progress is being made.
- Workplaces and central infrastructure
- Coordination with specialist software vendors
- Backup and recovery
- Microsoft 365 and secure collaboration
- Automation of recurring workflows
FRAMEWORK & OBLIGATIONS
What laws and
standards require.
- LAW
Duty of confidentiality
Licensed professionals are bound to confidentiality about the matters entrusted to them, including personal circumstances and trade and business secrets (§ 80 WTBG 2017).
- BAO & UGB
Seven-year retention
Books, records, receipts and business letters must be kept for seven years; on data carriers only with complete, orderly and content-identical reproduction until the end of the period (§ 132 BAO, § 212 UGB).
- EU AI Act
AI literacy in the team
Anyone deploying AI systems takes measures to support the AI literacy of their staff (Art. 4 EU AI Act, since February 2, 2025; wording as amended by Regulation (EU) 2026/1744). The regulation does not prescribe a specific level per person.
START FOR FREE
Check it
today.
Maturity check for law firms
For lawyers, notaries and tax advisors
- 12 Fragen, je mit Quelle
- RAO, NO, WTBG und DSGVO
- Reifegrad mit Maßnahmen
- Läuft nur im Browser
WHAT SETS US APART
One partner.
Not four.
- 01FROM A SINGLE SOURCE
Projects, operations, knowledge, software
EXPERTS implements, GRID operates, UNIVERSITY enables your team, NEXT develops further – without handover gaps between different service providers.
- 02OWN PLATFORM
Operations with GRID
Monitoring, backup, security and updates work together in one operating model with clear responsibility.
- 03TRANSPARENCY
Everything in view with INSIGHT
Tickets, reports and roadmap in one role-based customer portal instead of scattered across emails.
- 04PROXIMITY
Personal in DACH
Locations in Marchtrenk, Frankfurt am Main and Zurich – with personal points of contact.
FREQUENTLY ASKED QUESTIONS
Answered
briefly.
When does TOMORIS carry out maintenance?
In agreed maintenance windows outside your peak deadline periods. We plan larger conversions together for quiet phases.
Can AI pre-sort receipts?
For clearly defined incoming channels, yes: MailAutomate classifies messages from an approved mailbox according to reviewed rules. The professional processing remains with your team.
How long do digital receipts have to remain available?
Seven years, and beyond that for as long as they are relevant to pending proceedings. We align backup and archiving with this.
THINKING AHEAD
What goes with it.
- FOR CONFIDENTIAL INFORMATION
Notaries & law firms
Confidential documents and sensitive communication shape your everyday work. We support IT in which access, backup and collaboration are clearly regulated.
Learn more - FOR BANKS, INSURERS & INTERMEDIARIES
Financial services & insurance
Since DORA, digital operational resilience has been a supervisory matter. We support financial entities with ICT risks, backup, vulnerabilities and training.
Learn more - FOR YOUR PRODUCTION
Industry & manufacturing
Manufacturing, administration and sites need a resilient connection. We bring infrastructure, workplaces and OT security into line.
Learn more
- Businesses & service providers
- Retail & e-commerce
- Logistics & transport
- Construction, architecture & real estate
- Skilled trades
- Tourism & hospitality
- Public sector
- Municipalities
- Energy & utilities
- Military & security agencies
- Education & schools
- Kindergartens & early childhood education
- Healthcare & medical practices
- Care & social services
- Non-profits & associations
YOUR NEXT STEP
Let’s take the
next step.
Discuss tax firm IT. Personal and without obligation.