AI Automation Platform for Tax Firms
Klarvos is Klardaten's AI automation platform for tax firms in Germany. It helps reduce manual work across the firm and makes recurring processes easier to manage with AI-based automation connected directly to DATEV.
Klarvos
Use Klarvos to automate recurring internal work, prepare client communication more efficiently, and give the whole firm better access to data, documents, tax knowledge, and external information.
Workflow Automation for Repetitive Back-Office Tasks
Build workflows for recurring internal processes like document routing, status checks, reminders, or data handoffs.
Preparation of Client Communication
Draft internal notes, summaries, and response drafts based on DATEV-linked data and relevant tax context.
Knowledge Access for the Whole Firm
Give employees one place to ask operational and tax-related questions instead of depending on internal experts.
Tax Firm Work Still Breaks Across Too Many Systems
In many tax firms, valuable time is still lost outside the actual tax work. Employees switch between DATEV, documents, email threads, internal notes, and the knowledge of individual colleagues just to understand a status, prepare an answer, or move a process forward. That creates delays, repeated questions, and manual coordination work that scales badly as the firm grows. Klarvos is designed to reduce exactly that kind of operational friction by bringing data access, firm knowledge, and recurring process steps into one working layer.
Scattered Information
Client data, accounting information, documents, and tax knowledge often live in different places. Teams spend too much time searching, checking, and asking around instead of completing work.
Manual Follow-Up
Recurring tasks such as routing, reminders, status checks, and handoffs are still handled manually in many firms. That creates avoidable overhead and slows down turnaround times.
Knowledge Bottlenecks
When important operational or tax-related know-how stays in the heads of a few experienced employees, the rest of the firm becomes dependent on interruptions and internal back-and-forth.
One Platform for Data, Answers, and Automation
Klarvos is built to work with the systems tax firms already rely on, especially DATEV. The platform combines AI chat, a workflow builder, orchestration of connected tools, and Klardaten's own integration layer so teams can ask questions, trigger actions, gather external data, reconcile information, and automate recurring work without introducing another disconnected tool. The goal is not to replace core tax systems, but to make them more usable in day-to-day operations.
AI Chat with Real Context
Employees can ask questions across connected DATEV data, documents, and tax knowledge sources in one place. That helps teams find answers faster and prepare the next step with better context.
Workflow Builder for Repetitive Work
Recurring internal processes can be translated into workflows so routine steps happen consistently in the background. This is especially useful for document routing, reminders, status checks, structured handoffs, and orchestrating other connected tools and services.
API and MCP Layer Underneath
Klardaten's API connects Klarvos directly to DATEV, and the same connection layer can also power our MCP server for assistant-style integrations. That gives firms a usable product today and technical depth when requirements grow, including external data retrieval and cross-system reconciliation where needed.
Built for German Firms with Operational Control in Mind
For tax firms, automation is only useful if it can be deployed in a way that fits security, hosting, and compliance expectations. Klarvos is designed with those constraints in mind. We can support firms that want a managed setup, and we can also support firms and partners that need more control over infrastructure and deployment.
Security by Design
Access to data and workflows is designed around secure integrations and operational control. The platform is built for sensitive tax and accounting environments where trust and reliability are not optional.
Hosting in Germany
Klarvos is hosted in Germany to meet firms' infrastructure and data-location requirements. That is especially relevant for firms that want a deployment model aligned with their existing compliance expectations.
AI Models in Europe
Klarvos uses AI model setups in Europe, with Germany available where needed. That helps firms align their AI usage with internal risk standards and broader data governance policies.
Managed or Self-Hosted
Firms can choose the operating model that fits them best. For some, managed hosting is the fastest path to value. Others may prefer self-hosting or partner-led deployments for greater control over infrastructure.
Trusted When DATEV Connectivity Has to Work
Klardaten is already used in live operations where stable DATEV connections and low administrative overhead matter every day.
“The interface is incredibly stable, and the admin effort for managing DATEV connections has dropped sharply.”
Stefan Johne
DATEV-Beauftragter, milia GmbH
“Klardaten gave us a powerful and straightforward way to connect customer systems to our time tracking application.”
Niklas van Riesen
CEO, atflow GmbH
“It feels like we are all pulling in the same direction, and we can rely on proactive reactions whenever errors occur within the interface.”
Carina Osthold
Director Business Relations, fino kanzleidrive GmbH
See Where Automation Can Save Time First
Tell us how your firm works today. We’ll show you where Klarvos, our API, or our DATEV integrations can reduce manual work and create the most value.