DATEV Copilot AI features, pricing and GDPR (October 2026)

DATEV Copilot is DATEV's central AI assistant for professional practices in Germany. It drafts and translates text, analyzes documents and supports research, and runs in MyDATEV inside the DATEV cloud. The license is free.

DATEV Copilot belongs to DATEV eG in Nuremberg, a cooperative of tax advisers, auditors and accountants. Since May 2026 the assistant has been available in MyDATEV and works directly inside the DATEV cloud solutions. DATEV aims it at professional practices and their users. Access works with a SmartCard, SmartLogin or a DATEV user account, and rights are assigned in the Rechteverwaltung online. Without a connected research source, its knowledge ends in September 2024. DATEV names the prototype DATEV GPT as its predecessor, which, according to DATEV, 35,000 users tested in the KI-Werkstatt.

• Draft, condense and translate textThe Copilot writes emails, client information and internal documentation from bullet points or spoken input, shortens existing text and translates foreign-language content into German. A prompt library stores frequently used instructions. This saves writing time on routine correspondence.
• Summarize and question documentsUploaded files in PDF, DOCX, ODT, TXT or RTF format with up to 1,000 pages can be summarized, structured and queried with follow-up questions. According to DATEV, the assistant cannot yet analyze structured data such as BWAs or Excel sheets. This shortens the work of getting through long texts.
• Bring research into one placeThe Copilot combines internet research, specialist research and DATEV product knowledge. With the LEXinform plus license, this becomes AI-supported specialist research through DATEV LEXchat. The Service-Assistent answers questions about DATEV products from the Help Center. Professional judgment of the results stays with the user.
• Work on tasks in MyDATEV KanzleiWith the right license, the Copilot helps create and edit tasks and messages in MyDATEV Kanzlei and access documents. The function requires the MyDATEV Kanzlei license. The benefit is coordination with clients directly inside the assistant.
• Turn spoken input into textThe Copilot converts spoken content directly into text, for example as the basis for a note or an email. DATEV does not state on the pages we checked which languages the speech input understands.

• Works directly inside the DATEV cloud solutions and, according to DATEV, processes data exclusively within the DATEV cloud.
• The license for the Copilot is free according to DATEV; the connections to LEXinform plus with LEXchat and to MyDATEV Kanzlei require licenses.
• Combines specialist research through DATEV LEXchat and LEXinform plus with a service assistant for questions about DATEV products.
• Includes a prompt library for saving and reusing your own instructions.

DATEV Copilot comes from DATEV eG in Nuremberg, runs in the DATEV cloud and is aimed at German professional practices; the product pages and the assistant are in German.

Check which functions your license covers before you start. LEXchat and the connection to MyDATEV Kanzlei require licenses, and DATEV does not list prices for them. Read the linked data protection fact sheet and the data processing agreement under Art. 28 GDPR. DATEV does not name the underlying AI model or retention periods. The assistant's knowledge ends in September 2024.

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