Tax Software

Agenda: features, pricing and who it fits

Checked November 2, 2026 · agenda-software.de

Rosenheim vendor of an all-in-one system for Steuerberater covering accounting, payroll, tax, office management and a client portal, as local install or German cloud. Entry prices are published by client count, from €219 per month for 50 Mandanten. The review base is small, with 4 reviews on Capterra and 3 on OMR Reviews.

Who Agenda is for

Best for

Steuerkanzleien that want one system (Rechnungswesen, Lohn, Steuern, Kanzleiverwaltung) as an alternative to DATEV
New Kanzleigründer and firms switching from DATEV (vendor offers both)
Firms that want published entry prices by client count

Look elsewhere if

Firms that only need a client portal add-on next to an existing system
Buyers who need stated security certifications beyond GoBD (ISO 27001 not stated)

Agenda features

Tax market: Germany
Business entity returns: Tax module: business and private tax calculation, electronic assessment review (Bescheidprüfung), automatic tax provisions; Rechnungswesen includes Finanz- and Anlagenbuchhaltung and Jahresabschluss
E-filing to IRS or ELSTER: ELSTER integration listed on the vendor Steuerberater page
Data import: DATEV interface listed; Agenda Connect; clients submit receipts via InvoiceHub; digital receipt booking and bank data in the company portal
Expert or Steuerberater help: Phone consultation and appointment; online training; switching support; no Steuerberater advice (software)
Tax firm workflows: Firmenportal / client portal (digital receipt booking, online Kassenbuch and bank data, online reports, secure Dateiaustausch with clients); Agenda Connect; DATEV interface; Fristen tracking; Zeiterfassung; Honorarabrechnung (fee billing); document management and central appointment planning (Kanzleiverwaltung); ELSTER integration. StBVV-specific billing wording not on the pages read
Pricing model: From €219 (50 Mandanten), €299 (250 Mandanten) or €509 (cloud, 250 Mandanten) per month plus VAT and usage-based costs; Agenda PLUS from €145
Target company size: Single-Steuerberater practices up to mid-size offices (price tiers for 50 and 250 clients); also Kanzleigründer

Agenda pricing

Plan	Price	Unit	Notes
Full package, self-employed Steuerberater (50 Mandanten)	from €219	per month, plus VAT and usage-based costs
Full package, small and mid-size office (250 Mandanten)	from €299	per month, plus VAT and usage-based costs
Cloud all-inclusive with IT support (250 Mandanten)	from €509	per month, plus VAT and usage-based costs	Agenda ASP, German data center
Agenda PLUS	from €145	per month	Listed on the Steuerberater page; scope not described on the page read

EUR from agenda-software.de/steuerberater/steuerberater-software.php (checked 2026-11-02). Prices are 'ab' prices excl. VAT and usage-based costs. The page lists a test version and a free info package; contract terms not stated.

Prices as published by Agenda on the date above. Quotes for larger teams often differ, which is what a request on SaaSBid surfaces.

Integrations, security and hosting

Security and compliance: GoBD-tested certificate (vendor homepage), GKV certificate (vendor homepage), Cloud Services Made in Germany (vendor homepage)
Data residency: German data center for the cloud service Agenda ASP (vendor)
Implementation: Online training, switching support

Worth knowing before you buy

Published entry prices by client count: from €219 (50 Mandanten), €299 (250 Mandanten), cloud all-inclusive from €509, plus VAT and usage-based costs
Cloud option (Agenda ASP) is hosted in a German data center and includes virus protection, license management and daily backups (vendor)
Offers both a Kanzleigründer package and switching support from DATEV, with a DATEV interface for data exchange
Vendor-stated 380,000 users and 97% service satisfaction appear to cover all Agenda products, not only the Steuerberater system
Agenda Informationssysteme GmbH & Co. KG, Rosenheim; managing directors Manfred Kappel and Thomas Markreiter (Impressum)

Agenda alternatives

Vendor dossier

Fit by company size

Category	1-10 people	11-50 people	51-500 people	500+ people
Tax Software	Strong fit	Strong fit	Workable	No data

Strong fitWorkablePoor fitNo data from the vendor

How buying Agenda works

How you buy: Through sales
Demo or quote needed for: Consultation by phone or appointment; free test version and info pack offered

Security and data protection

Data hosting regions: Germany (Agenda ASP cloud, German data center)

From Agenda's trust center, security and legal pages. Anything not listed is not published.

About the company

Headquarters: Rosenheim, DE
Customers (vendor figure): 380,000 users (vendor homepage, all Agenda products)

Switching to Agenda

Official ways to bring your data over, as documented by Agenda:

From DATEV: switching support offered by vendor

Support and integrations

Support: Phone consultation, online training, switching support
Notable integrations: DATEV interface, ELSTER, InvoiceHub, Agenda Connect

What vendors in this category ask before quoting

Answer these once in a SaaSBid request and Agenda and its alternatives quote against the same facts.

Which country will the return be filed in, and are you also filing in a second one?Tax software serves one market, so a two-country setup usually needs two products.
Are you a sole proprietor, freelancer, LLC, partnership or corporation?Entity type decides which edition and which forms are required.
Is your VAT or Umsatzsteuer status small-business exempt or regular?Some German products cover only exempt or simple cases and treat VAT-liable users separately.
How many returns and how many states or businesses do you need to file?Per-state fees and limits on returns per license change the total price.
Do you want a person to review or prepare the return, or only software?Expert tiers cost more and can be priced per entity or as a share of a refund.
If you run a tax firm: how many clients and staff do you have, and do you keep DATEV?Client bands, included users and the DATEV interface decide which plan and which add-ons are needed.