For tax advisers and law firms: work organisation alongside your practice management software. One board per client, documents and queries on the task, the internal assessment invisible alongside it.
can bill less than half of their time.
give priority to automating administrative tasks.
see better tools for their workflows as the key.
respondents from law firms in Germany.
Source: Wolters Kluwer, Benchmark Report 2026, online survey from July to September 2025, results for Germany.
Who is currently working on a client matter and what is still missing is kept in people’s heads, in inboxes and on sticky notes. Queries to clients go back and forth by email, and documents arrive unsorted and in several attempts.
During holidays or illness, someone else first has to piece the status together.
One board per client, set to “private”. The columns follow your work steps.
As a guest, free of charge. The client creates an account of their own and sees only their board.
A card with a checklist: the client attaches and ticks off, and you see the status at a glance.
Queries on the card, times per task, and at the end the statement of services as PDF.
The invoice for the new machine is missing. Your team asks on the card, and the client attaches the invoice there and replies. What this means for tax purposes is on the same card as an internal note, which the client does not see. Whoever takes over the client matter during a holiday finds everything in one place.
What is missing for the annual accounts is on a card as a checklist. The client attaches the documents and ticks them off, and the label “Waiting for client” makes this visible on the board. The annual accounts themselves are entered as a dependent task and show what they are waiting for.
Whoever works on a client matter tracks the time on the task, with the timer or added later. This produces the statement of services: a letter with your letterhead, the activities per task and the total, rounded up to 5 or 15 minutes if you wish. You continue to prepare the invoice itself in your practice management software.
Queries are on the task of the client matter instead of in the mailbox. The internal assessment stays within the team as a note.
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For time-based billing: times per task, as a statement of services with letterhead or as an itemised record with start and end.
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Clients upload documents to the card as guests and see only their own board. No seat is paid for that.
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Up to five people and three boards, so three clients, use Kanbalino at no cost and with no trial period that runs out. As guests, clients never pay anything, in any plan.
If the firm looks after more than three clients or more than five people work together, Premium starts at €4.95 per person and month, billed yearly, including VAT.
No. Kanbalino is not a deadline control system that meets the requirements set by case law: it does not calculate deadlines and has no preliminary deadlines (reminder dates set ahead of the actual deadline). You continue to keep deadlines in your practice management software. Kanbalino shows who is working on what and what is still missing.
The data processing agreement (DPA) under Article 28 GDPR is available on request. A confidentiality agreement under section 62a StBerG (the German Tax Advisory Act) or section 43e BRAO (the German Federal Lawyers’ Act) is currently not available as a ready-made template. Talk to us before you store client data in Kanbalino.
No, as long as every client has a board of their own. A guest always sees the whole board you invite them to, and nothing else. Set the boards to “private”, then members of your team cannot join by themselves either.
Yes, a free one, with the address from your invitation. If two-factor sign-in is mandatory in your workspace, it applies to clients as well. If they do not set it up, they see an empty board; Kanbalino does not yet show a separate notice about this.
No. Bookkeeping, annual accounts, tax returns and billing stay in your specialist software. Kanbalino organises the work alongside it.
In Germany, on our own server in a data centre in Nuremberg. Important for client data: sign-in with a second factor can be made mandatory for the whole firm.
Create an account, set up a board for the client, request documents. No credit card and no trial period that runs out.
