Connect your sevdesk Buchhaltung Pro account with your smarta profile so that smarta can fetch your documents automatically – and you have to upload fewer of them manually.
The sevdesk integration is our way of simplifying your document upload in smarta: instead of uploading invoices manually, smarta pulls them automatically from your sevdesk Buchhaltung Pro account.
⚠️ Requirement: The integration is only available with the sevdesk "Buchhaltung Pro" plan – only this plan provides the required API access.
Exclusive discount code for smarta customers
With the discount code SMARTA60, you currently receive 60% off all sevdesk plans and subscription terms. Simply enter the code SMARTA60 during checkout to secure the discounted pricing.
Important – this is a document-only interface:
Only documents marked as "paid" in sevdesk, or assigned to a transaction, are imported.
No bank or account transactions are imported.
No additional data such as notes, categories, or tags is transferred.
Document matching: We only pull the documents – matching them to your bank transactions happens in smarta. Automatic matching works only if the document was imported from sevdesk and the corresponding bank transaction already exists in smarta.
If a bank is connected in sevdesk but not linked in smarta, its documents cannot currently be imported. For those cases, you need to create an external transaction in smarta in order to assign the document. You can find out how to add a bank in smarta here.
Setting up the sevdesk document integration
If you want to link your sevdesk account with your smarta profile, you need the Buchhaltung Pro plan.
Only this version gives you access to the Public API that the connection relies on.
Step 1: Create an API key in sevdesk
Log in to your sevdesk account.
In the left-hand sidebar, navigate to Extensions, or open my.sevdesk.de/admin/api directly.
Click Show API key.
Enter your sevdesk password to confirm – the API key is now displayed.
Copy the displayed API key.
Step 2: Connect in your smarta profile
Open your smarta profile at app.smarta.tax/profile.
Go to the Document Import section and click Connect on the sevdesk tile.
Paste the API key you copied in Step 1 into the authentication field and click Connect.
Done! After a successful connection, you'll see a confirmation screen, and the connection will be shown as active in your profile.
Step 3: Invite your tax advisor to sevdesk
So that we can support you as effectively as possible with questions about the integration and, if needed, view your sevdesk account, please also set up a tax advisor access for us.
In sevdesk, navigate to Extensions and select the Invite tax advisor tile – or open my.sevdesk.de/admin/integrations directly.
Enter the address sevdesk@smarta-steuern.de in the input field.
Click Invite to invite us.
That's it! Your sevdesk documents will now sync automatically with smarta and be made available to your tax advisor.
Frequently Asked Questions
Which version of sevdesk do I need?
Which version of sevdesk do I need?
The integration only works with the sevdesk Buchaltung Pro version.
For which period are my documents synchronized?
For which period are my documents synchronized?
Where possible, we will take over all receipts from the last tax year still open with us. An open tax year is any tax year:
for which we have been commissioned to prepare tax returns and
for which the tax returns have not yet been prepared.
Receipts from these periods are automatically taken into account and transferred to our system.
Which documents are synchronized?
Which documents are synchronized?
Only documents that are marked as paid in sevdesk are synchronized.
Invoices that have been created in sevdesk but not assigned to a payment are not transferred.
How often are documents synchronized?
How often are documents synchronized?
Documents are synchronized automatically once a day.
If you add or change a document today, it will usually be transferred to your smarta profile the next day. New and updated documents are automatically recognized, imported, and—if possible—assigned directly to a matching transaction.
If automatic assignment is not possible, our team will check the receipt manually. This may cause delays in individual cases.
Do you need support?
For our clients:
Feel free to reach out to us anytime at kontakt-team@smarta-steuern.de or book a consultation here – we're here for you!
Not a smarta client yet? No problem!
Book an appointment here for our comprehensive startup package or a consultation if you only have questions about specific topics.
Further questions?
Contact us via the app or by email at kontakt-team@smarta-steuern.de if you want to learn more about our consulting services or have other tax-related concerns.