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
4 of 9 criteria verified with evidence, last checked 2026-08-14. Every ✓ links to its source.
- Evidence →Data Processing Agreement (DPA)
A Data Processing Agreement (DPA) is publicly available for agents and subprocessors.
- Trust center / security pagenot verified
- Evidence →EU data residency
Customer data is hosted exclusively in data centers located in Germany.
- Evidence →Public sub-processor list
A public list of subprocessors is provided on the DPA page.
- ISO 27001not verified
- SOC 2not verified
- BSI C5not verified
- TISAXnot verified
- Evidence →Local-language support
Support is available in German.
✓ verified: publicly documented at the linked source on the check date. ✗ not offered: the vendor documents that they do not provide it. – not verified: we found no public evidence either way — not a finding against the vendor. The vendor's own information prevails.
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Reviews
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Integrations
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.