Steuerboard
Steuerboard Labs GmbH operates an AI-powered collaboration platform that digitizes document exchange, task management, and advisory workflows between German tax advisory firms and their clients, with deep DATEV integration and AI agents for document collection and advisory signal generation.
- Company typePrivate
- Founded2022
- HeadquartersDüsseldorf, Germany
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Steuerboard does
Steuerboard Labs GmbH is a Düsseldorf-based software company that operates a collaborative platform enabling digital interaction between German tax advisory firms (Steuerberaterkanzleien) and their clients (Mandanten). The platform replaces paper-based document exchange, email chains, and opaque task handovers with a structured workspace for document collection, task management, messaging, and digital signatures, and serves both the accounting firm and its underlying business and individual clients as a collaboration portal.
The core technology combines a REST API (api.steuerboard.com/v1), an MCP (Model Context Protocol) server for AI assistants such as Claude and Cursor, and official n8n workflow nodes, layered on top of domain-specific AI agents — the Collect Agent that identifies missing documents and interacts with clients to validate and transfer them, and the Signals Agent that analyzes triggered financial signals and generates advisory recommendations. The platform is differentiated by deep integration with Germany's dominant DATEV ecosystem (Belege Online, Meine Steuern, DMS, Stammdaten, Accounting, EO Comfort, and DATEVconnect via a Klardaten connector), additional accounting integrations (Lexware, SevDesk, Qonto), and payment integrations (PayPal, Stripe, Revolut). All data is hosted in ISO-certified German data centers under GDPR compliance.
Steuerboard commercializes via a SaaS subscription model with a freemium entry tier (free testing plan via [email protected]) and a sales-assisted production conversion. GTM is product-led and API-first, supplemented by direct demo booking, content marketing (LinkedIn, YouTube, blog, newsletter), developer documentation, and customer success stories. As of June 2025 the company reported roughly 100 law firm customers, raised a €725K pre-seed round led by High-Tech Gründerfonds, and operates with a 1–10 person team including co-founders Jakob Brandt and Matyas Sebastian Heins.
Steuerboard firmographics
Firmographics- Name
- Steuerboard
- Legal name
- Steuerboard Labs GmbH
- Website
- https://steuerboard.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Steuerboard Labs GmbH operates an AI-powered collaboration platform that digitizes document exchange, task management, and advisory workflows between German tax advisory firms and their clients, with deep DATEV integration and AI agents for document collection and advisory signal generation.
- Ownership category
- akta.pro rank
Steuerboard industry classification
Industry- Product category
- Tax Practice Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD)
Keywords
Where Steuerboard is headquartered
LocationHeadquarters
- HQ city
- Düsseldorf
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
Steuerboard business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Subscription-based pricing model for tax advisory firms accessing the platform. The company offers a free testing plan and book-a-call sales motion for production deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free testing plan available |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Steuerboard product offering
Product offeringCore offering
Steuerboard is an AI-powered SaaS collaboration platform that connects German tax advisory firms (Steuerberaterkanzleien) with their clients. It automates document collection, task management, signature workflows, and DATEV synchronization through specialized AI agents (Collect Agent, Signals Agent) and an open REST API with MCP and n8n integrations. The platform targets routine workflow automation so tax advisors can focus on higher-value consulting.
Product overview
Steuerboard is an AI-powered collaboration platform for tax consulting firms, consisting of a core platform plus specialized AI agents and features. The main platform handles document exchange, messaging, and task management between tax advisors and their clients. Key AI agents include Collect Agent (document collection automation) and Signals Agent (proactive advisory triggers). Additional modules include OPOS Management (open item tracking), Digital Signatures, and Document OCR/Labeling. The platform integrates deeply with DATEV accounting software and offers an open API for developer integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- Steuerboard Platform AI-powered collaboration platform for tax advisory firms that automates document exchange, task management, client communication, and DATEV synchronization between tax advisors and their clients.
- Collect Agent
Quantifiable outcome
- 30-50% time savings on document exchange processes
- +3 more outcomes
Companies that use Steuerboard
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles3 records
Steuerboard technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability5 records
Feature7 records
Steuerboard partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- DATEVcoreDeep integration partnership with Germany's dominant tax software provider. Steuerboard integrates with DATEV Belege Online, Meine Steuern, DMS, Stammdaten, Accounting, EO Comfort, and DATEVconnect for seamless data exchange.
- n8ncoreOfficial integration partnership providing Steuerboard nodes for n8n workflow automation platform, enabling users to build automations without writing code.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Steuerboard competitors and assessment
Company assessmentBroad incumbents
- DATEV: Germany's dominant tax/accounting software cooperative serving Steuerberater with its own portal products, DMS, and integration interfaces. Steuerboard relies on DATEV's APIs and competes against its native client-collaboration capabilities.
- Lexoffice (Haufe-Lexware): Major German cloud accounting/tax SaaS from Haufe Group for SMBs and self-employed filers. Competes for the same end-customer attention and tax-advisor relationships, though as part of a broader business-software portfolio.
Direct peers
- Agenda Software: Established German tax practice management software for Steuerberater, providing workflow, document, and client-management capabilities. Direct overlap with Steuerboard's core collaboration and document automation proposition.
- addfin: German tax-consulting software focused on practice management, document handling, and DATEV integration for mid-sized Steuerberaterkanzleien. Direct competitor on workflow digitization for German tax advisors.
- Taxdoo: Hamburg-based tax compliance and automation platform for digital businesses, integrating with DATEV and automating filings. Comparable in its API-first, DATEV-integrated tax automation approach for the German market.
- Simba (Wolters Kluwer): Wolters Kluwer's tax practice management software line for German Steuerberater, covering engagement, DMS, and DATEV-linked workflows. Direct overlap as a long-standing tax-advisor practice software suite.
Emerging players
- Candis: Berlin-based AI-powered accounting automation platform for SMBs and their tax advisors. Overlaps with Steuerboard on automated document collection, AI-driven bookkeeping, and DATEV-based accountant workflows.
- SevDesk: German cloud accounting SaaS serving SMBs and accountants, with DATEV integration and automated document processing. Comparable in segment focus and DATEV-centric accountant workflow automation.
- Accountable: German tax-filing app for freelancers and self-employed individuals, offering automated Steuererklärung workflows. Tangentially comparable as a digital-native tax workflow product targeting the same regulatory environment.
- Sorted: German AI-driven accounting automation platform for SMBs with DATEV synchronization and bookkeeping agents. Overlaps with Steuerboard's AI-agent and DATEV-integration strategy for the German Mittelstand.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Steuerboard social profiles
Digital presenceSteuerboard compliance and trust
Trust signalCompliance2 records
Steuerboard financial estimates
Financial estimateRevenue estimate
Valuation estimate
Steuerboard leadership team
Management profileNumber of profiles
Profiles1 record
Steuerboard funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Steuerboard M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Steuerboard
What does Steuerboard do?
Steuerboard is an AI-powered SaaS collaboration platform that connects German tax advisory firms (Steuerberaterkanzleien) with their clients. It automates document collection, task management, signature workflows, and DATEV synchronization through specialized AI agents (Collect Agent, Signals Agent) and an open REST API with MCP and n8n integrations. The platform targets routine workflow automation so tax advisors can focus on higher-value consulting.
Is Steuerboard a public or private company?
Steuerboard is a private company. It is classified as venture growth investor backed and is currently operating.
When was Steuerboard founded?
Steuerboard was founded in 2022. It employs 1 to 10 people.
Where is Steuerboard based?
Steuerboard is headquartered in Düsseldorf, Germany, in the Europe region.
How does Steuerboard make money?
One revenue line is on record: saaS Subscription.
Who are Steuerboard's main competitors?
Broad incumbents on record are DATEV and Lexoffice (Haufe-Lexware). Direct peers are Agenda Software, addfin, Taxdoo and Simba (Wolters Kluwer). Emerging players are Candis, SevDesk, Accountable and Sorted.
Does Steuerboard have an API?
Yes. REST API with Bearer token authentication. Base URL: https://api.steuerboard.com/v1. Two types of API keys: Accountant keys (full access) and Client keys (restricted to client context). Supports webhooks for events including client changes, file changes, file comments, task changes, task comments, and workspace changes. Rate limiting is documented. Available endpoints include: health checks, authentication (Me endpoint), admin clients management, admin users management, workspaces, workspace members, files (upload up to 500MB), tasks, and users. Developer documentation is at docs.steuerboard.com.
What industry is Steuerboard in?
Steuerboard's product category is Tax Practice Management Software. Its primary akta.pro industry code is BPAEAPAD, Contract Lifecycle Management (CLM) & Document Automation. Its NAICS code is 513210 and its SIC code is 7372.