For tax advisors & firms
XRechnung & E-Invoicing for Tax Advisors
Manage every client in one place: create and validate XRechnung and ZUGFeRD, export booking data as a DATEV Buchungsstapel, and onboard new clients in minutes — EN 16931-compliant, hosted in Germany.
XRechnung & e-invoicing for your clients
Since 2025 businesses must receive e-invoices, and from 2027/2028 issue them too. As a tax advisor you handle this centrally with Invocore — without every client needing their own software.
- Create and validate XRechnung (UBL & CII) and ZUGFeRD/Factur-X to EN 16931
- Leitweg-ID and B2G invoices to public-sector buyers
- Check, visualise and archive incoming e-invoices in an audit-proof way
- One account, any number of clients — cleanly separated
Client management in the tax-advisor portal
The tax-advisor portal brings every client into one interface. New clients are ready in minutes — onboarding at the firm becomes routine instead of a project.
- Create, invite and assign roles/permissions per client
- Central view of open items, deadlines and tasks per client
- Approval workflows: review documents and bookings before posting
- Separate data rooms per client — GDPR-compliant, hosted in Germany
DATEV export & accounting without re-keying
Invocore exports booking data as a DATEV-compliant EXTF Buchungsstapel including receipt images — you import straight into DATEV instead of re-keying PDFs.
- EXTF_Buchungsstapel_YYYYMMDD.csv with accounts, tax keys and document date
- Receipt images (PDF) linked to the Buchungsstapel
- AI document recognition for incoming invoices, automated email inbox
- EÜR, BWA and UStVA reports built in
Invocore for tax advisors — FAQ
Can I create XRechnung invoices for my clients as a tax advisor?
Yes. In Invocore you create and validate XRechnung (UBL/CII) and ZUGFeRD for any number of clients from one account — EN 16931-compliant, including B2G/Leitweg-ID.
How does onboarding new clients work?
In the tax-advisor portal you add a client, invite them and assign roles. Data rooms are separated per client — a new client is ready in minutes.
Is there a DATEV export for the firm?
Yes. Invocore exports a DATEV-compliant EXTF Buchungsstapel including receipt images that you import directly into DATEV — no re-keying PDFs and no DATEV licence needed on the client side.
Is client data separated in a GDPR-compliant way?
Yes. Each client has a separate data room and access runs through roles and permissions. Hosting is exclusively in Germany.