At the end of the year, DATEV discontinued its own DATEV DMS Classic service. All users must switch to another DMS alternative by the deadline of 31.12.23. You can find out the best way to switch and what you need to ensure that your documents and invoices continue to be managed in a legally compliant manner in our blog post.
DATEV DMS Classic users must be prepared for the service to be switched off at the end of the year; there is no maintenance or service commitment from DATEV. It is therefore important to give sufficient thought to what alternatives are available and how you can most easily move your documents to a new platform without, for example, violating the requirements for audit-proof storage. You shouldn't put off moving your documents for too long, because when you switch off DATEV DMS Classic, you will also have to uninstall the service from your devices.
Which DATEV DMS Classic alternative is right for you depends entirely on what you expect from a document management system. Typically, a good DMS:
In addition, there are of course other optional requirements that you could have for a DMS. These could include, for example
If you're looking for an alternative to DATEV DMS Classic, fileee is a good choice. Our intuitive document management system allows you to store documents in the cloud and access them from anywhere. With the mobile app, you can also scan documents on-the-go. The app and web application allow you to work flexibly and are user-friendly and easy to use. At the same time, fileee offers a high level of security and protection for your data thanks to double hybrid encryption, two-factor authentication and German servers - your documents are therefore subject to German data protection. Of course, fileee is both GoBD and GDPR-compliant and allows you to store your documents in an audit-proof manner. Integration with other tools such as OneDrive and Dropbox also makes work easier. In addition, fileee offers an attractive price-performance ratio. With our interfaces to DATEV, lexoffice, Agenda and SevDesk, we facilitate collaboration with your tax advisor. With the fileee automation feature, you can easily automate manual work steps in fileee. And with fileee Teams, you can easily work together with your team in fileee and, by assigning individual rights, provide each employee with exactly the documents they need for their own work.
The migration from DATEV DMS Classic to fileee is simple, albeit extensive, if you have a lot of documents. Accordingly, you should start the migration early.
Once you have gained an overview of the various requirements and wishes, it is of course essential to compare these requirements with the various tariffs and choose the right tariff for you. With fileee, you have chosen a cost-saving but scalable and comprehensive solution for the self-employed and SMEs, which you can test free of charge for an unlimited period of time.
With our Business PREMIUM plan, you already have many useful functions such as audit-proof filing thanks to document history, PDF export with full text, calendar integration with tasks and reminders, metadata export and an accounting software interface - and more. Of course, our artificial intelligence supports you in managing your documents regardless of the tariff.
For growing companies or if you manage a large number of documents, we have the fileee PROFESSIONAL plan. Here you have additional functions such as automation of manual workflows, four interfaces to accounting software and multi-client capability as well as the option of connecting up to eight services (Dropbox, OneDrive, email inboxes) for document import.
You can find all the features and functions in our tariff overview. If you would like help deciding which tariff is right for you, you can book a free initial consultation with us at any time.
Getting to know a new DMS takes time. Even if fileee is particularly intuitive and user-friendly, you should take a few days to familiarize yourself with all the functions. Questions such as:
We will be happy to help you find your way around fileee. You can either contact our support team or book a free 20-minute demo with us, during which we will show you the software and answer all your questions.
As a first step, you should transfer your old documents to DATEV DMS as a product change archive. Please note that this is not done via the data export, but that you use a conversion wizard. These documents, including links, will then still be available at your accounting workstations. You then only process new incoming documents with fileee.
Nevertheless, you should import relevant documents into fileee so that you always have access to them. Once you have exported your files from DATEV DMS Classic, you can import them into fileee in various ways: if you have saved the documents locally on your computer, you can simply import them via the web application. If you have a large number of documents, the analysis may take some time. You can also import documents by email. You could also use external cloud services such as OneDrive or Dropbox, but please note that sensitive data will end up on foreign servers. The fileee servers are hosted in Germany - your data is therefore secure and subject to German data protection.
In your first month with fileee, you have a certain number of start documents at your disposal, depending on your tariff. For example, this is 2,500 start documents in the PREMIUM plan and 5,000 start documents in the PROFESSIONAL plan.
If your starting documents are not sufficient, you can book additional documents at any time.
fileee offers users many advantages in the area of document management. With the tool, documents can be managed easily and securely in the cloud and are therefore available from anywhere - whether working on the move or remotely. It is possible to share documents with other users and work on them together. Searching for specific documents is also quick and easy, as you can either use the full-text search, work with tags or filter by metadata. In addition, fileee is easy to use and offers a user-friendly interface. Integration with other tools makes work even easier. And last but not least, fileee offers an attractive price-performance ratio.
It is important that you do not postpone the move from DATEV DMS Classic any longer. Because the 31.12.23 deadline for the shutdown of DATEV DMS Classic is fixed and from 2024 you will no longer have access to your documents stored there. With fileee, you have an attractive and scalable alternative to DATEV DMS Classic.
