What is docunest?
docunest is practice management software for German tax advisors and tax firms. It combines AI accounting, a client portal with app, tax assessment review, digital approvals (e-signatures), secure file exchange, task management and StBVV invoicing in one platform. docunest works alongside DATEV and is an official DATEV interface provider. Around 50 tax firms use it today.
Who is docunest for?
For tax firms of every size, from sole practitioners to multi-location firms, and for their clients. The number of clients is unlimited on every plan, and client access to the portal and app is free.
Features at a glance
AI accounting: Documents are read by OCR, automatically coded to SKR 03 or SKR 04 and handed over to DATEV as a posting batch (EXTF). Special cases such as reverse charge (§ 13b UStG), split tax rates, cash discounts and advance payments are covered. Documents arrive via the client portal, email, WhatsApp or as e-invoices (XRechnung, ZUGFeRD).
Client portal and app: Clients upload receipts, download documents, complete tasks and see reports and tax prepayments.
Tax assessment review: The tax assessment is automatically compared with the tax return from the DATEV DMS. The result shows deviations per item, the tax office's explanations, future prepayments and an assessment of whether to file an objection.
Digital approvals: eIDAS-compliant e-signatures for tax returns, annual financial statements and engagement letters, sent directly from the firm.
File exchange and data room: Documents via protected link instead of email attachment, secured by password or SMS PIN with a full access log. Request documents with checklists, reconcile open items and keep a permanent data room with chat for every client.
Task management: Recurring client work such as bookkeeping, payroll and annual financial statements runs as recurring tasks per period. Every task is the complete case file with comments, attachments, file exchange, approvals and time entries.
Employee questionnaire and client master data: Clients and their employees enter master data online, in 32 languages. docunest creates the import file for DATEV Lodas or Lohn und Gehalt.
StBVV invoices: Invoices under the German tax advisor fee ordinance (StBVV) as PDF/A-3 with embedded ZUGFeRD XML. Object values come from the DATEV accounting data.
How does docunest work with DATEV?
docunest is an official DATEV interface provider. Client master data is synchronized with DATEV, documents come from the DATEV DMS, and posting batches and payroll import files go back to DATEV. Whatever belongs in DATEV flows into DATEV through interfaces. Seamlessly, without double entry.
How much does docunest cost?
docunest starts at €49 per month, as a flat rate per firm rather than per client (prices excl. VAT, as of 06.09.2026):
Basic: €49 per month, 3 users included
Premium: €149 per month, 5 users included
Unlimited: €399 per month, 30 users included
Each additional user costs €9 per month. Add-ons can be booked individually, for example AI accounting for €99 per month (300 posting records included, €0.40 for each additional one, package pricing from 1,000 posting records per month) or tax assessment review for €49 per month (25 reviews included).No setup fee, cancel monthly, 30-day free trial. All prices and add-ons: docunest.de/preise
Data protection and security
docunest is GDPR-compliant, its servers are located in Germany and every access is logged. Portal and application run without tracking, because client data is subject to professional secrecy under § 203 of the German Criminal Code (StGB).
Frequently asked questions
How do documents get into docunest?
Clients upload documents in the client portal or app, forward them by email or send them via WhatsApp. E-invoices in XRechnung or ZUGFeRD format are processed directly.
Who decides what gets posted?
The firm. docunest creates posting proposals with account, tax code and posting text. The firm approves them and hands them over to DATEV as a posting batch in one click. The coding learns from every correction.
Is there a limit on the number of clients?
No. The number of clients is unlimited on every plan and does not affect the price.
Who is behind docunest?
docunest GmbH, based in Nuremberg, Germany, was founded in 2025 by Baktash Hossainzadeh (Co-Founder and Managing Director) and Sidney Nik, LL.M. (Co-Founder and tax advisor).