Answer every client and employee question only once
Click tutorials for tax firms: client self-service and onboarding
readyplace is the AI lever for every tax firm that wants to sustainably raise client care, employee onboarding and internal process documentation to the highest level.
- readyplace click tutorials, as in the DATEV Help Center
- Up to 80% fewer queries in client care
- Fast employee onboarding in days instead of weeks
Ludwig Rottmeir, tax advisor and team lead DATEV processes and administration at Treukontax
as seen in the DATEV Help CenterDo you recognise these challenges in your firm?
Answering recurring standard questions
You or your staff answer the same client questions again and again – by phone, email or in person.
Missing or outdated documentation
Processes exist only in individual people's heads, Word documents are outdated and PDF guides are neither found nor read.
Lengthy employee onboarding
New employees need weeks or months until they master everything necessary. Their training ties up the working time of experienced colleagues.
readyplace click tutorials, as in the DATEV Help Center.
Proven millions of times: interactive guides that make every process instantly understandable – created once, usable infinitely.
AI-assisted click tutorial creation
Run a process once – readyplace automatically records every click and creates an interactive tutorial.
No more manual documentation. The AI recognises every step and click automatically.
Interactive step-by-step guides
Employees follow tutorials directly in the software. Every click is shown exactly where it is needed.
As in the DATEV Help Center: tooltips, highlights and real-time guidance through every process.
Efficient employee onboarding
New colleagues train themselves. Tutorials for all relevant processes make onboarding highly efficient.
Significantly reduces training time. Experienced staff are greatly relieved.
24/7 client self-service
Make tutorials available to clients: document upload, portal use, frequent questions – everything explained clearly.
Fewer support requests and service costs. Higher service quality and client satisfaction.
GDPR-compliant & secure
German servers with the highest data protection standards. Sensitive data can be fully redacted in tutorials.
Configurable redaction of sensitive content to fully comply with data protection policies.
Central tutorial library
All processes in one place. Searchable, categorised and always up to date. A secure, remotely accessible knowledge base.
Tutorials are easy to maintain and share with all employees. Everything from a single source of information.
Your benefits at a glance
More efficiency. More free resources. Fewer avoidable costs.
- Proven millions of times – readyplace click tutorials, as in the DATEV Help Center.
- Up to 240 hours saved per year in client care (see cost-benefit analysis).
- Onboarding time halved. New employees are ready much faster.
- Positive ROI after 2–3 months: more efficiency in client care, onboarding and documentation.
- Higher satisfaction among clients and employees.
Cost-benefit analysis
example: large firm with 3 offices and 72 employees over 44 working weeks
| Annual cost of the readyplace solution | from €5,500 |
|---|---|
| Ø time saved in client care (240 hours per year) | ~ €24,000 |
| Ø fewer errors in standard processes (130 hours per year) | ~ €13,000 |
| Ø faster onboarding of new employees (200 hours per year) | ~ €16,500 |
| Annual net benefit (positive ROI after 2–3 months) | ~ €48,000 |
Seamless integration into your firm's daily work
readyplace works with all common programs such as DATEV as well as every browser application, online form and many other use cases. Whatever it is for: readyplace works – without complicated installation. Just get started and finish fast.
Click! AI. Done✔
Read the DATEV case study- under 5 minto create a tutorial
- up to 80%fewer client queries
- up to 60%faster onboarding
- infinitelyreusable
What our customers say about readyplace
- 5 / 5
More efficiency & clarity, less effort & cost
„Users found the combination of image and text in the click tutorials clear and easy to understand. They were confident they were doing the right thing and therefore faster in getting it done. 91% of the more than 400 DATEV users involved gave 5 out of 5 stars.“
- 5 / 5
More efficient onboarding and better service
„We were positively surprised at how quickly readyplace paid off for Treukontax. In my opinion there is no better way to present simple and complex processes than with click tutorials. I have never received so much, and exclusively positive, feedback from our staff.“
- 5 / 5
More efficient knowledge transfer for new processes
„We use readyplace to document new processes and procedures digitally and make them available to our teams in an understandable way. The click tutorials are especially helpful because they convey content practically and directly in the application context. This makes introducing new processes much easier, reduces the need for elaborate training and helps employees understand and confidently apply new procedures faster. For us, readyplace is an efficient way to share knowledge and guide change in everyday work in a structured way.“
Tax firms and companies across Germany trust readyplace
No time for implementation? No problem!
Our proven implementation process respects your time and introduces readyplace into your processes and structures step by step, without stress.
- 01
Our readymarket tutorials
Especially for tax firms we already provide more than 60 ready-made tutorials in our readymarket. Usable immediately – with no effort. We expand the readymarket regularly and stay in close contact with our customers about new tutorial templates.
- 02
Start with what's new
At first, use AI to create tutorials only for software, processes and changes you have to introduce and document anyway. The first tutorials blend organically into your structures and you start saving more and more time and resources step by step.
- 03
Now you have more time
Thanks to your first tutorials you gain more and more time, which you can use to create further tutorials. This frees up new capacity again. The result is ever greater efficiency and an improvement in client care, onboarding and documentation.
Frequently asked questions
What exactly does a readyplace click tutorial look like?
Our click tutorials are used extensively in the DATEV environment in particular. Feel free to take a look at an example.
How does creating a tutorial with readyplace actually work?
You run a process in your software as usual. readyplace records every click with AI assistance and immediately suggests an explanation for each step. Then you refine the tutorial: add text, adjust steps, change the image crop, hide sensitive data and much more. Your interactive step-by-step tutorial is ready. You can then upload it, for example, to a fully customisable self-service desk for your clients.
What can I use readyplace click tutorials for?
readyplace is used wherever knowledge in your firm has to flow quickly and precisely:
- Efficient onboarding: new employees use readyplace click tutorials to train themselves in the firm's software and all relevant internal processes.
- 24/7 client self-service: your clients' recurring questions are answered automatically around the clock.
- Central knowledge base: all firm procedures are stored securely in one place so valuable know-how is not lost in individual heads or email chaos.
- Error-free standard processes: complex procedures (e.g. in DATEV) are visualised step by step, securing processing quality across the whole team.
How much time does my firm really save with readyplace?
Our customers in tax advisory report time savings of up to 80% on recurring standard processes and client queries. Automated knowledge delivery drastically reduces questions from employees and clients. You gain valuable capacity for value-adding advice and complex case work.
How much effort is it to set up readyplace for my team?
readyplace is so intuitive that your team is ready to go immediately. We support you with ready-made templates for typical firm procedures and client requests so you benefit directly from best practices.
Can we provide tutorials directly to clients?
Yes, absolutely! With readyplace you can set up a public self-service desk for your clients. Place interactive guides for recurring requests and tasks there, such as correct digital document handover. This resolves queries proactively, relieves your staff and at the same time improves the quality of the documents you receive, because your clients get precise visual guidance.
Do my employees need technical knowledge?
No. Anyone who can write an email or use a browser can use readyplace. The interface is designed for maximum usability to ensure high acceptance across the whole team.
Click here for a free consultation!
We will show you how readyplace increases your service quality and onboarding efficiency while cutting your costs.
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