TAXY.io / Finmatics / Bimetrics
Vendor SaaS subscription with annual lock-in.
Workshop fixed price, code handover into your Git, no lock-in.
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[ Vertical ] TAX PRACTICE DACH
Fixed-price AI workshops for owner-led tax practices; AVV-ready, §203-compliant, no DATEV lock-in.
Owner-led tax practices lose 30 hours per month to open-item reminder calls, AI-Act self-study and first-call triage. Three fixed-price builds with code handover into your Git, EU inference, and §203 StGB-compliant DPA.
[ Use case ] OPEN-ITEM REMINDER
Stop chasing clients for missing receipts
DATEV APIClaude EUClient portal4 weeks
Clients upload receipts incompletely; the firm has to chase them on the phone constantly.
stb-web.de, 2026
Before
Manual reminder loop
0 hrs
Per month spent on reminder calls and emails for around 200 clients.
Calls / month180+
Reminder stagesmanual
Booking matchExcel sort
Escalation triggergut feeling
After
Escalation review instead of routine
0 hrs
24 hours per month freed up. Team only reviews real escalations.
Calls / month30
Reminder stages3 automatic
Booking matchDATEV suggestion
Escalation triggerrule-based
Stack
DATEV API
Booking match
Model
Claude EU
AWS Bedrock EU
Integration
Client portal
Webhook
Pilot
4 weeks
Code handover
[ Use case ] AI-ACT COMPLIANCE
DStV model AI policy without self-study
DStV 04/2026Art. 4 AI-Act§203 StGB2 weeks
Anyone entering client data into an AI tool needs a confidentiality agreement under §203 (4) StGB.
Haufe, 2026
Before
AI-Act duty open
0 of 5
Article 4 competence duty unmet; risk classification of the tools in use is missing.
Policymissing
Trainingmissing
DPA §203boilerplate
Risk classificationopen
After
Policy plus training plus DPA
0 days
DStV model policy ready for signature; all staff trained; DPA with §203 clause filed.
PolicyDStV model
Trainingcompleted
DPA §203specified
Risk classificationdocumented
Template
DStV 04/2026
Model policy
Scope
Art. 4 AI-Act
since 2025-02-02
DPA bundle
§203 StGB
Anthropic + AWS
Pilot
2 weeks
Fixed price
[ Use case ] CLIENT TRIAGE
From first contact to signed engagement in 48 hours
Web + emailClaude EUMS Teams4 weeks
23 percent of clients switch firms because of poor responsiveness.
steuerkanzlei-ai.de
Before
First calls bind partner time
0 hrs
Per month on first calls; 60 percent of them unprofitable or a poor fit.
First calls / month20
Conversion40 percent
Fee indicationad-hoc
Decline experiencebad reviews
After
Only green leads on the partner desk
0 hrs
Per month freed up. Partner only speaks with qualified leads.
First calls / month8
Conversion75 percent
Fee indicationautomatic
Decline experiencefriendly plus reasoned
Channel
Web + email
Bot layer
Model
Claude EU
AWS Bedrock EU
Handover
MS Teams
Notion docs
Pilot
4 weeks
Fixed price
Why not TAXY.io, Finmatics or the DATEV AI workshop?
DATEV AI workshop
DATEV-centric; built around the DATEV suite.
Vendor-neutral across DATEV, Lexware and ADDISON.
Statworx / Birds on Mars
Tier-1 consulting from 1,800 EUR per day, T and M.
Fixed-price solo senior, phase priced up front.
Fixed prices per build
BuildAuditPilotCare pack
Open-item reminder2,500 EUR (5 days)12,000 EUR (4 weeks)1,200 EUR / month
AI-Act compliance1,500 EUR (2 days)6,500 EUR (2 weeks)600 EUR / month
Client triage2,000 EUR (3 days)14,000 EUR (4 weeks)900 EUR / month
Open-item reminder
Audit2,500 EUR (5 days)
Pilot12,000 EUR (4 weeks)
Care pack1,200 EUR / month
AI-Act compliance
Audit1,500 EUR (2 days)
Pilot6,500 EUR (2 weeks)
Care pack600 EUR / month
Client triage
Audit2,000 EUR (3 days)
Pilot14,000 EUR (4 weeks)
Care pack900 EUR / month
FAQ
Common questions on the AI workshop for tax practices
Answers on §203 StGB, AI-Act, DATEV integration and code handover.
Q1
Does Anthropic Claude violate §203 StGB?
No, with the EU endpoint via AWS Bedrock EU plus a DPA with §203 clause. Sub-processor list and confidentiality clause are part of the contract bundle.
Q2
What does an external compliance review cost otherwise?
A lawyer typically charges 5,000 EUR for a first review without implementation. Our fixed price of 6,500 EUR includes implementation, DPA bundle and training.
Q3
Does this work with our DATEV cloud?
Yes, via DATEV API. The workflow runs alongside the cloud and never touches DATEV booking logic.
Q4
What if DATEV goes down like on 2026-04-28?
The reminder bot runs on EU servers independent of DATEV. Booking match waits until DATEV is back online; reminders keep going out.
Q5
Can we keep the code?
Yes, the code is handed over into your Git. The care pack is optional. No vendor lock-in, no annual licence.
Customer story
Anonym, Approval auf Anfrage
Owner-led tax practice DACH, 24 staff, 350 clients
From 30 to 6 hours of reminder work per month
An owner-led tax practice in DACH with 24 staff and around 350 clients spent 30 hours a month on open-item reminder calls. After the 4-week pilot the bot took over a 3-stage reminder with booking-match suggestion from the DATEV API. The team only reviews escalations; 24 hours per month are freed up for advisory work.
Next step
30-minute diagnostic, fixed-price offer within a week.
We jump on a call, I review your OPOS, AI-Act or triage situation and send a fixed-price offer within a week.
Book 30 min diagnostic