Taxy.io alternatives: 12 tools compared (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.

Key functions

• Drafts, condenses and translates text such as emails, client information and internal documentation, including from spoken input
• Summarizes uploaded documents (PDF, DOCX, ODT, TXT, RTF up to 1,000 pages) and answers follow-up questions about them
• Combines internet, specialist and DATEV product research, with DATEV LEXchat as a licensed specialist research add-on

Compared with Taxy.io

• Publishes a price (from €0 per month); Taxy.io quotes on request.
• Has a free plan; Taxy.io does not.
• Names 2 security certificates, Taxy.io 0.
• Different pricing model: freemium instead of contact for pricing.

Check before buying: 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.

Haufe CoPilot Tax is the AI assistant inside Haufe Steuer Office, a German tax research database for tax advisers, tax firms and their staff. It answers tax questions in a dialogue, cites the underlying Haufe content and can analyze uploaded contracts, guidelines or letters.

Key functions

• Answers tax questions with citations drawn only from Haufe Steuer Office content
• Supports follow-up questions in a dialogue and saves frequent questions as personal prompt templates
• Analyzes uploaded documents

Compared with Taxy.io

• Publishes a price (from €1,059 per year); Taxy.io quotes on request.
• Offers a free trial; we found none for Taxy.io.
• Different pricing model: flat fee instead of contact for pricing.

Check before buying: CoPilot Tax covers German tax law and comes with a Haufe Steuer Office license, so compare the license tiers by content scope and number of users. Ask Haufe for the data processing agreement and details on which language model is used, and agree internally whether client documents may be uploaded. The four-week free trial lets you test answer quality on your own cases.

Jahresabschluss.io prepares German annual financial statements under HGB for limited companies and other entities required to publish accounts. Users upload a trial balance, AI maps the accounts and drafts the notes, and the software files the e-balance sheet and tax returns through ELSTER.

Key functions

• AI account mapping assigns trial balance accounts to German GAAP (HGB) line items
• AI text generation drafts the notes and the management report from the financial data
• AI document recognition captures receipts in ongoing bookkeeping

Compared with Taxy.io

• Publishes a price (from €95 per month); Taxy.io quotes on request.
• Offers a free trial; we found none for Taxy.io.
• Different pricing model: flat fee instead of contact for pricing.

Check before buying: The product covers German GAAP only, so groups needing IFRS or consolidated accounts should check scope. The SOC 2 and ISO 27001 certificates mentioned on the website belong to the hosting infrastructure, not to the operator. The company is young, so ask about liability for filings, the subprocessor list and which AI models process your data. Check how existing bookkeeping from DATEV or other software is imported.

Deubner TAX KI is an AI research tool for German tax advisory firms. It answers tax law questions with source references, drawing on a curated database of more than 55,000 tax expert opinions from Deubner Recht & Steuern in Cologne.

Key functions

• Answers tax law questions with references to the underlying sources
• Draws on more than 55,000 tax expert opinions, administrative guidance and laws, with 500 to 1,000 opinions added monthly
• Uses OpenAI language models; the vendor states queries are not used for AI training

Compared with Taxy.io

• Publishes a price (from €99 per month); Taxy.io quotes on request.
• Offers a free trial; we found none for Taxy.io.
• Different pricing model: flat fee instead of contact for pricing.

Check before buying: TAX KI is designed for German tax advisory firms and covers German tax law. It runs on OpenAI models, and the hosting location is not stated on the product page, so ask where queries are processed and request a data processing agreement before entering client data. The monthly price includes 500 chats per firm; larger teams should estimate usage, since each extra 250 chats cost 49.50 euros.

GenIA-L is the AI assistant of German tax publisher Stollfuß for tax advisers and in-house tax staff. It answers questions with sources from the Stollfuß Steuerrecht Premium database and drafts client letters, opinions, checklists and summaries.

Key functions

• Answers tax questions in a chat with sources from the Stollfuß Steuerrecht Premium database
• Drafts client letters, tax opinions, checklists and summaries
• PromptPerfection optimizes queries automatically

Compared with Taxy.io

• Publishes a price; Taxy.io quotes on request.
• Different pricing model: per user instead of contact for pricing.
• Strong in the same markets as Taxy.io: Germany.

Check before buying: GenIA-L covers German tax law, so it fits firms and tax departments working on German cases. The landing page shows only the trial price, so ask for the annual subscription price per user. Where data is processed and which language model is used were not stated on the page in September 2026. Request this information and the data processing agreement before entering client data.

Norman is an AI bookkeeping service from Berlin for freelancers, sole proprietors and small limited companies in Germany. It books bank transactions, matches receipts, suggests accounts and prepares VAT returns from live data.

Key functions

• AI bookkeeper categorizes bank transactions, assigns receipts and creates entries
• Scanned or forwarded receipts are matched with payments automatically
• Account suggestions for ongoing bank movements

Compared with Taxy.io

• Publishes a price (from €12 per month); Taxy.io quotes on request.
• Has a free plan; Taxy.io does not.
• Different pricing model: freemium instead of contact for pricing.

Check before buying: Check which filings you need: for the self-employed, the VAT return starts with the Pro plan at 28 euros; for companies, the DATEV export starts with the Pro plan and the VAT return with Max. The sub-processor list places hosting and databases with DigitalOcean, AWS, Supabase and Neon in Frankfurt, while AI analysis runs through OpenAI and Anthropic in the US. The data processing agreement under Art. 28 GDPR is public and applies once the terms are accepted.

NWB KIRA is the AI chat inside the NWB database, a German research service for tax law and accounting. It answers technical questions for tax firms from NWB's own content and shows the sources behind each answer.

Key functions

• Answers technical tax questions in a chat based on content from the NWB database
• Shows the sources it used with one click
• Frag das Buch! and Frag den Kommentar! (ask the book, ask the commentary) make online books and commentaries searchable by question

Compared with Taxy.io

• Offers a free trial; we found none for Taxy.io.
• Strong in the same markets as Taxy.io: Germany.

Check before buying: KIRA is only available as part of an NWB subscription, so compare packages by the content you need, since answers depend on the licensed database. NWB advises against entering personal data and states that user inputs are not used to train language models. Where queries are processed and which model is used were not stated on NWB's pages in September 2026. Ask about hosting and a data processing agreement. The four-week trial helps test answer quality.

Priviq AI offers specialized AI agents for auditors, tax advisers and finance professionals, built in Hamburg and hosted in Germany. Its audit agents run analytical procedures such as journal entry testing and deliver the result as a finished workpaper.

Key functions

• Nine audit agents, for example for journal entry testing, revenue recognition checks and report review
• Analytical audit procedures end as finished workpapers
• Chat for research and document review

Compared with Taxy.io

• Publishes a price (from €160 per user/month); Taxy.io quotes on request.
• Offers a free trial; we found none for Taxy.io.
• Different pricing model: per user instead of contact for pricing.

Check before buying: Decide whether your team works with self-hosted models or with frontier models from Anthropic, OpenAI and Google, since the Pro plan offers both and the data flow differs. Budget for the Microsoft 365 add-ins, which cost extra per user. Ask for the data processing agreement and a list of subprocessors, and agree how agent-generated workpapers are reviewed and signed off under your firm's quality management.