Steuerboard is a cutting-edge platform aiming to redefine collaboration between tax advisors and their clients through advanced digital workflows and automation. Launched recently in 2023, it has quickly become a pivotal tool in the realm of tax advisory, offering seamless integration with existing systems and alleviating common communication inefficiencies. As you delve deeper into Steuerboard, you'll uncover its innovative features, industry impact, and future potential that have made it a noteworthy player in the tech-driven tax landscape.
Steuerboard is a B2B SaaS platform targeting the tax advisory sector. It leverages AI to streamline tax processes and enhance interaction between advisors and clients. By automating routine tasks and introducing smart workflows, Steuerboard significantly reduces the communication bottlenecks typically associated with tax advisory services, thereby boosting productivity and client satisfaction.
Launched in July 2023, Steuerboard was co-founded by Matyas Heins and Jakob Brandt in Düsseldorf, Germany. The founders aimed to tackle prevalent challenges in the tax advisory field, such as task redundancy and lack of transparency, by creating an intuitive, tech-driven solution that simplifies client-advisor interactions and improves overall service delivery.
In June 2025, Steuerboard successfully closed a pre-seed funding round, securing €725,000. High-Tech Gründerfonds led the investment, supported by the SuperAngels Fund and entrepreneur Roland Fassauer. This funding is earmarked to expand their engineering and customer success teams and accelerate AI-driven developments in tax process automation.
One of Steuerboard's primary goals is to address the specialist-staff shortage in tax advisory firms. By incorporating agentic AI, the platform minimizes repetitive tasks and the "email ping-pong" often seen in client communications. This approach not only enhances efficiency but also allows firms to better allocate human resources towards more complex advisory tasks.
Steuerboard's platform is designed to integrate effortlessly with existing tax advisory systems. This capability ensures minimal disruption during implementation, allowing firms to enhance their operations without extensive overhauls. The platform acts as a bridge, consolidating communication, document handling, and task management in one secure interface.
Since its inception, Steuerboard has achieved rapid adoption, onboarding nearly 100 tax offices. These range from small boutique firms to larger practices, reflecting the platform's adaptability across various scales of operation. The rapid acceptance underscores a strong market demand for digital, AI-enhanced solutions in tax advisory.
The core of Steuerboard's innovation lies in its AI-native platform. This technology automates routine decisions and anticipates advisor and client needs proactively. Through this AI-centric approach, Steuerboard not only saves time but also enhances the accuracy and reliability of tax-related decisions and processes.
Feedback from the tax sector highlights Steuerboard's role in improving efficiency and transparency within advisory firms. By embedding intelligent and automated workflows, it ensures a more responsive and client-focused service environment. This positive impact is evidenced by its growing usage within the industry.
With the recent funding, Steuerboard plans to broaden its sales footprint across the DACH region (Germany, Austria, Switzerland) over the next 24 months. This strategic expansion will be complemented by the development of more advanced AI functionalities, aiming to redefine automation standards in the tax ecosystem.
Steuerboard envisions a future where tax advisory services are dominated by intelligent, end-to-end workflows that not only automate mundane tasks but also adapt to the evolving needs of advisors and clients. Their commitment to innovation and efficiency positions them as a potential leader in the digital transformation of the tax industry.
Steuerboard is rapidly establishing itself as a leading force in transforming tax advisory services through innovative digital solutions. By effectively bridging the gap between advisors and clients and addressing industry bottlenecks, it exemplifies the future of efficient, AI-driven tax workflows. As Steuerboard continues to expand and innovate, it invites industry players to reimagine traditional tax practices, setting a new standard of excellence in service delivery.