Withholding tax refunds for tax advisors and auditors

Tax advisors & auditors

With Divizend, you can achieve higher client satisfaction by recovering cash for them.

Tax advisors & auditors

The status quo

Investing in securities is becoming increasingly important due to global zero interest policies

You have clients, both private and commercial/institutional, who hold foreign dividend shares

Challenge so far: to make refunds, due to lack of special knowledge = high costs

You ask yourself: How can I offer such services to my customers effectively?

The solution

Why with Divizend?

Highly digitized reclaim process

e.g. through digital direct connection of foreign tax authorities, use of digital signatures to prevent media breaks

Convenient import of your clients' securities accounts

You can easily have your clients' securities accounts imported, for example using Open Banking interfaces or PDF/Excel import.

Overview of all clients and refunds

The convenient Divizend dashboard enables your advisors to keep track of the reclaims of all clients at all times.

Regulatory compliant process with client involvement

Since your clients are involved in the process, you guarantee transparency and, additionally, standard procedures such as obtaining a power of attorney are simplified.

Easy to understand step-by-step process

Through an abstracted, unified step-by-step process, we help you complete applications error-free.

Web-based: No local software installation required

Since Divizend is cloud-based, you do not need any additional software installation, as you can use our application directly in your web browser.

Maximum flexibility

Supported types of refunds

Stocks

Funds

Interest

Bonds

Pension funds

Pricing

Volume-dependent pricing models

Few clients

Transaction-based

i.e. 17.5% of each refund amount as a fee *

* no additional costs for you as a tax consultant

Many clients

Subscription/license model

fixed fee* per month or per year to remain profitable for clients despite the time spent by the tax advisor

* Fee depends on total managed securities account volume/number of users, can be cancelled at any time, if applicable one free trial month at the beginning

You + Divizend

This adds up

Increased client satisfaction
Especially by recovering real money for your clients as a tax accountant.

Strengthen your central position
As a tax advisor, you strengthen your central position in tax matters with your clients.

Get your individual offer