Analýza a návrh informačního systému pro kancelář daňového poradce

This bachelor thesis focuses on the analysis and design of an information system for managing client data within a tax advisor's office operating as a sole trader. The primary objective of the work is to streamline administrative processes associated with tax agenda management, such as monitoring legislative deadlines, managing powers of attorney, and archiving electronic filings. These tasks are currently handled by an inefficient combination of isolated tools and manual records. The theoretical part defines the legislative framework of the profession, specifically focusing on the Tax Code, the Act on Tax Advising, and obligations arising from Anti-Money Laundering legislation and GDPR. The practical part is based on an analysis of the current state of a family-owned office, conducted through semi-structured interviews and participant observation. Based on identified critical areas, primarily high administrative burden and data fragmentation, a comparison of available software solutions on the market is performed. Since none of the analysed systems fully met the specific needs of a small-scale entity, the final part of the thesis proposes and implements a functional prototype of a web application called FormSync. This system digitalizes workflows, integrates data from the ARES register, and automates the oversight of tax return deadlines. The contribution of this work lies in the creation of a comprehensive design that demonstrably reduces the risk of human error and increases time efficiency in the advisor's daily practice. The developed prototype will also serve as a technical specification and an initial phase for the subsequent implementation of a full-scale application, which will be deployed into live operation within the tax advisor's office.