Welcome to the Help Centre for clients
Introduction
A warm welcome to our Help Centre. Here you’ll find answers to many questions about working with us – covering software solutions, e-invoicing and specialist topics relating to your day-to-day business.
The idea behind it is simple: we want you to be able to find information on a wide range of topics and discover quick solutions, without needing to rely on personal advice. Particularly when it comes to technical queries, you can often find what you’re looking for here in just a few minutes, even at the weekend or outside our business hours.
The Help Centre is not a replacement for personal contact – it complements it. If you cannot find an answer here, we are still here to help. And it is not a static reference guide: we are constantly expanding and improving the articles.
This guide shows you how to make the most of the Help Centre – using the search function, the AI assistant and the topic categories – and how the articles are structured.
The quickest way: the search function
At the top of the Help Centre, you’ll find a search function. This is usually the quickest way to find what you’re looking for. You can enter individual keywords or even type in full questions – the Help Centre will then show you the articles that cover the topic.
If you’re not sure where to start, the search function is always a good first step. Simply type in what you’d like to know and have a look at the results.
Feel free to type in a full question, not just individual words. A query such as ‘How do I upload a receipt?’ will often lead you more directly to the relevant article than a single search term.
The AI assistant for complex questions
For questions that span several topics, there’s an AI assistant. You can open it via the question box at the top of the Help Centre. There, you can not only search for keywords but also ask more complex questions.
The assistant searches through all the content in the Help Centre, compiles the relevant answer and provides you with the sources. This means you can jump straight to the relevant article at any time and read it at your leisure. The content of our videos is also searchable, as the assistant accesses their transcripts – even if something is only mentioned in a video, you can find it via the search function.
A handy bonus: the assistant suggests relevant follow-up questions. This helps you explore aspects arising from your original question and build up a solid understanding step by step.
For example: in response to the question “How do I set up a financial accounting process based on DATEV Unternehmen online?”, the assistant compiles the individual steps from several articles and links them together – even if no single page deals with this exact question.
Browse by topic
If you prefer to browse, use the topic sections on the left-hand side. There, the articles are organised by subject area – for example, by software solutions and specialist topics.
This allows you to get an overview of the available content and familiarise yourself with a topic without having a specific question in mind.
How the articles are structured
Whether you arrive via the search function or the topic sections, the articles are always structured in a similar way so that you can find your way around quickly.
- Table of contents: On the right-hand side, you can jump straight to the sections that interest you.
- Detailed explanations: We explain things as simply as possible, using text, information boxes and step-by-step guides.
- Screenshots and videos: Where it helps, images and videos show you how to navigate a programme or set up an app.
- Links: We cover extensive topics in separate articles and provide links to them, so you can delve deeper without losing track of the bigger picture.
So you don’t have to read an article from start to finish – use the table of contents to jump straight to the section that answers your question.
If you get stuck
The Help Centre covers many topics, but not every question can be answered in general terms. If you get stuck here, please feel free to contact your personal point of contact at our company. We’ll help you directly with any individual queries.
Our suggestion: Make the Help Centre your first port of call, and if that doesn’t get you where you need to go, please get in touch with us. That way, you’ll find many answers straight away and have a point of contact for any remaining questions.
Is there a topic missing from the Help Centre? Let us know. If there’s an article missing that would help you, we’ll be happy to create it – the Help Centre grows with your suggestions.
Editorial note on the Help Centre and disclaimer
The content of this portal is provided solely for your general information and guidance. Although it has been carefully compiled and checked, we accept no liability for the timeliness, accuracy or completeness of the information provided. Liability for any loss or damage arising from the use or non-use of this information is excluded to the extent permitted by law.
The articles are not a substitute for individual tax or legal advice in specific cases. Personal advice from your tax consultancy firm is always decisive for your specific situation.
All content on this Help Centre is provided by Novist GmbH – a partner of your tax consultancy – and is updated regularly.
Frequently Asked Questions
What can I find in this Help Centre?
Articles about working with us: on software solutions, e-invoicing and specialist topics. The aim is to help you find the information you need and answer many of your questions yourself.
What’s the quickest way to find an answer?
Use the search bar at the top. Enter a keyword or a full question. For questions that cover several topics, use the AI assistant via the question box.
What can the AI assistant do that the standard search cannot?
It can answer more complex questions by compiling content from several articles, citing sources and suggesting relevant follow-up questions. It also draws on the transcripts of our videos.
Is the content from the videos searchable too?
Yes. The AI assistant has also been trained on the video transcripts. Even if something is only mentioned in one video, you can find it via the search function.
Are the articles kept up to date?
Yes, we are constantly expanding and improving them. Programme features and legal requirements change, and the Help Centre is updated accordingly.
What should I do if a topic is missing?
Let us know. If there’s an article you think would be helpful but doesn’t exist yet, we’d be happy to create it.
What should I do if I can’t find an answer here?
Please contact your personal point of contact here. The Help Centre is designed to help you get started quickly; for individual enquiries, we’re still here to assist you personally.
Legal notice
This article explains how to use our Help Centre and is not a substitute for individual advice. The content is updated regularly; the structure and functions of the Help Centre may evolve.
If you have any specific questions, please contact us directly.
Last updated: October 2026