Vokaro + DATEV
Professionally capture client inquiries
The personal client relationship is irreplaceable. Vokaro only steps in when you're in meetings, captures inquiries structured in DATEV, and prepares everything for your personal callback.
How the integration works
DATEV connection
Connect Vokaro with your DATEV system via the DATEVconnect interface.
Client calls
Vokaro identifies the client and captures their concern.
Categorize inquiry
Submit documents, schedule appointment, tax return question – everything is captured.
Documentation in DATEV
The call is documented in the client file, tasks assigned.
Integration benefits
Clients recognized
Vokaro recognizes clients by phone number.
Professional impression
No answering machine, but professional reception.
Create tasks
Callback requests are created as tasks in DATEV.
GDPR compliant
Servers in Germany, data processing agreement included.
Ideal for
Frequently asked questions
Which DATEV products are supported?
The integration works with DATEV Eigenorganisation comfort and DATEV Kanzlei-Rechnungswesen as well as other DATEV products with DATEVconnect.
Can Vokaro receive documents?
No, for document upload we recommend DATEV Upload mobil. Vokaro can point clients to this option.
Is confidential information protected?
Yes, Vokaro only asks about the concern, not specific financial data. Sensitive conversations are forwarded to you.
Is the integration suitable for DATEV data center?
Yes, the integration also works with the DATEV data center via secure interfaces.