CTO as a Service for tax firms: Digital leadership – without your own IT team

Many small and medium-sized tax firms lack a clear digital strategy. While DATEV, Microsoft 365, e-invoicing, client portals, and AI tools have long been part of everyday office life, who coordinates technical decisions, plans modernizations, or ensures security and efficiency in IT processes? This is precisely where we come in: With our new "CTO as a Service" offering, we assume digital leadership responsibility for firms – permanently, strategically, and tailored to your firm's specific needs.

Why CTO as a Service?

Not every law firm can or wants to afford its own IT management. Nevertheless, decisions about infrastructure, cloud solutions, automation, and software implementation are crucial for competitiveness, data protection, and employee satisfaction. We combine:

• legal know-how (e.g. GoBD, GDPR, §203 StGB),
• knowledge of tax processes,
• technical understanding of Microsoft 365, Azure, DATEV, Addison, etc., Fabric & Co.,
• and experience in digitalization consulting for tax consultants.

Our service modules

1. Introduction: Digital inventory (fixed price module)

For a fixed price we analyze:

• Your existing IT and cloud landscape (Microsoft, Addison, DATEV, ASP)
• Automation potential & media disruption
• Security and data protection status (including third-party systems)
• Coordination between tax processes and IT structure
• Client interfaces & communication processes

The result: A concrete action plan with priorities, quick wins and strategic recommendations.

2. Ongoing support: CTO package (monthly flat rate)

Depending on your needs and the size of your firm, we offer three service levels:

a) Basic – for smaller law firms (from 290 €/month):

• Monthly coordination & strategy meeting
• Advice on software procurement, licenses, cloud & Co.
• Microsoft 365, SharePoint and Teams structuring
• simple automation projects & digitalization of processes

b) Plus – for medium-sized law firms (from 490 €/month):

• Everything from Basis
• Planning and management of external service providers
• Support for change projects and migrations
• Power Automate workflows, fabric integration
• Training for law firm employees

c) Pro – for growing or highly digitalized law firms (from €790/month):

• CTO function at management level
• Innovation consulting (e.g. AI tools, client portals)
• Data protection compliance with technical implementation (Purview, DLP)
• Management of system architecture, tenant strategies, backup & recovery solutions
• Support with M365 policies, Entra ID & rights management

CTO vs. Data Protection Officer – clear distinction

Our "CTO as a Service" offering is strategically and technically oriented. It does not replace the role of a data protection officer, but rather complements it:

Of course, both roles can be combined – ideally through us as an integrated service provider with a deep understanding of law firm processes and data protection expertise specifically for tax consultants and IT service providers.

Conclusion:

With our "CTO as a Service" model, you bring digital leadership, process expertise, and technology expertise in-house – without having to create an internal position. Smaller and growing tax firms in particular benefit from this solution.

Start now:

Schedule a free initial consultation for a digital assessment. Together, we'll develop your digital law firm vision.