Which documents do you need for my income tax return?
That depends a bit on your situation – happy to help! Are you employed, self-employed, or do you have rental income for example?
I’m employed and rent out a small apartment.
Perfect! Then you'll need, among others: your income tax certificate, utility bills, bank statements, and rental documents. I can send you the full checklist as a PDF.
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The daily challenges in tax firms
You know the problem: Too many inquiries, too little time
Life in a tax firm is hectic – deadlines, follow-ups, documents, ever-changing regulations. And on top of that, the same questions every day, holding you and your team back.
Typical daily time-wasters:
Can I just email my receipts?
Exactly what documents do you need for my tax return?
Why can’t I log into DATEV?
When is the deadline for submitting my documents?
How does DATEV Unternehmen online work?
These questions cost your team valuable time every single day – yet they can be answered automatically.
Want to work more efficiently? Start with the small things
Firms that automate routine questions save time, reduce costs, and boost client satisfaction. The chatbot ensures your practice appears professional – even outside of office hours.
Saves your team hours every day
Your team can focus better because recurring client questions are handled directly by the chatbot – without constant interruptions by phone or email.
Fewer calls and emails
The bot resolves routine questions before they reach your desk – giving you back valuable time to focus on what truly matters.
Happier clients
Clients receive immediate, helpful answers around the clock – increasing satisfaction and eliminating unnecessary wait times.
The solution: The AI chatbot for tax firms
A smart team member who always has your back
Our chatbot was built specifically for tax advisors – not as a gimmick, but as a true assistant for your firm. It answers client questions, structures applicant inquiries, and enables digital processes that actually work.
Here’s what the chatbot can handle for you:
Automatically answers common questions about deadlines, forms, and tools like DATEV
Sends upload links, checklists, or forms directly within the chat
Relieves your team from repetitive calls and emails
Communicates in multiple languages – ideal for international clients
Perfect for DATEV: From Unternehmen online to document uploads – your bot knows the workflows.
Continuously improves and learns with every conversation
Naturally GDPR-compliant and securely hosted in Germany.
Is it really worth it? By the numbers: Yes – and fast.
Every standard call or client email costs your team an average of 5–10 minutes. A firm with just 10 inquiries per day loses over 250 hours per year. With staff costs of only €45/hr, that’s more than €11,000 annually that you can save with a digital assistant. No new hires. No extra tools. No stress.
Everything you want to know about SteuerGPT and AI in your tax firm – explained clearly.
SteuerGPT is not a typical chatbot – it’s a true AI agent. It understands context, thinks ahead, acts independently, and supports clients, applicants, and your team with standard processes related to DATEV, access, documents, and more.
SteuerGPT is trained using a UI agent that autonomously learns the operating logic of each software by analyzing screen content and trial & error. Once the UI agent identifies a workflow, a testing agent validates it directly in the software. Only after successful validation is the machine-readable description added to the knowledge base. In unclear cases, the UI agent and testing agent consult a human training companion – an expert for the respective software.
Within 2 weeks. You’ll have a single 15-minute consultation – we take care of everything else. No tech setup needed. SteuerGPT runs directly and GDPR-compliant on your site.
Fully GDPR-compliant. SteuerGPT handles all data lawfully and runs exclusively in European data centers. No data is shared with third parties. For more information, see our Security page.
Answering client questions, even technical issues, using tax firm software like DATEV, Taxflow & more. Handling applicant inquiries. Answering follow-ups. Connecting to the right contact person. In short: SteuerGPT takes care of what costs you and your team time every day – fully automated and reliable.
SteuerGPT handles the most common client inquiries and initiates applicant conversations – even when your firm is closed. Your team saves hours every day. Clients get immediate help. You regain control – with zero training, zero extra effort.
