Steuerboard
🇩🇪 DE
5.0/5· 1 reviews
German AI tax advisory platform with DATEV integration and agent-based workflows
Features
Collaboration and Communication
- Secure message exchange with consolidated messages and documents
- Encrypted chat for confidential client communication
- Automated client communication to reduce email back-and-forth
Task and Workflow Management
- Task creation for clients with deadlines and automatic reminders
- Smart task routing and prioritization using agent-based AI
- Structured, trackable workflows replacing unstructured email communication
Document Management
- Document cloud for uploading, managing, and commenting on files
- Digital signature capabilities to streamline processes
- Deep integration with DATEV and other tax/accounting software
AI-Powered Automation and Insights
- Agent-based AI platform for proactive routine decision handling
- Collect Agent: autonomous receipt and data collection via WhatsApp, email, or SMS (no client login required)
- Signals Agent: nightly bookkeeping analysis with prioritized advisory opportunities
- AI chat interface to query client data without manual searches
- Compliance with §203 StGB, German data hosting, no client data used for AI training
Integration and API
- Open API for flexible integration possibilities
- Official integration with n8n workflow automation tool
- Seamless integration with existing tax, accounting, and DMS systems
Pricing
Pricing available upon request; credit-based model with minimum 1,500 agent credits and 100 clients. Annual payment includes a 20% discount. New tax firms receive a 50% discount on the Business Plan for the first year.
EU Trust Profile
What we verified against public sources, last checked 2026-10-04. Every point links to its evidence.
- Evidence →European legal entitySteuerboard Labs GmbH, Düsseldorf (DE)
We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.
Work at Steuerboard?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (DE) and the compliance points we checked against public sources — the date on it is the date we last checked.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- Modern, structured interface tailored for tax advisors and their clients
- Simplifies client collaboration and document exchange
- AI agents automate repetitive communication and document collection
- Workflow automation reduces manual workload for tax advisory practices
- German server hosting with GDPR-compliant data security
- Integrates with existing systems like DATEV, Agenda, and Stotax
- Productivity gains noted by early adopters
Ratings across portals
Linked facts, we bring ratings from every portal together in one place.
Integrations
Steuerboard: frequently asked questions
- Which tools does Steuerboard integrate with?
- Steuerboard connects with DATEV, n8n, Tax and accounting software, Document Management Systems (DMS) and Open API.
Feature, pricing and integration details are based on web research (as of 2026-08-14), without guarantee, errors are possible. The vendor's website prevails.