Tax Software

docunest: features, pricing and who it fits

Checked November 2, 2026 · docunest.de

Nuremberg practice-management and client-portal software that runs next to DATEV, not instead of it. It adds a Mandantenportal, Freizeichnung, tasks, AI receipt booking and StBVV invoices for small to mid-size Steuerkanzleien. Plans cost a flat €49, €149 or €399 per month plus VAT per firm.

Visit docunest

Who docunest is for

Best for

Small and mid-size Steuerkanzleien that keep DATEV for bookkeeping and want a client portal, e-signature and task layer next to it
Firms that want a flat monthly fee per firm that does not depend on the number of clients and can be cancelled monthly
Kanzleien that want AI receipt booking handed over to DATEV as a Buchungsstapel

Look elsewhere if

Firms looking for a replacement of DATEV accounting and tax calculation (the vendor says docunest works alongside DATEV and does not replace it)
Self-employed filers or businesses who want to prepare their own tax return (it is a tool for tax advisors, not a filing product)
Buyers who need published security certifications such as ISO 27001 (none stated on the pages read)

docunest features

Tax market: Germany (tool for Steuerkanzleien, works alongside DATEV)
E-filing to IRS or ELSTER: Not a filing product: no ELSTER transmission stated; it handles Freizeichnung (digital sign-off) of Steuererklärungen and Jahresabschlüsse and sends bookings and data to DATEV
Data import: DATEV interface (paid add-on) exchanges Stammdaten, Belege and Buchungen; KI-Buchhaltung reads receipts, books them to SKR03 or SKR04 and hands them to DATEV as Buchungsstapel; Outlook connection
Expert or Steuerberater help: Personal onboarding and demo offered; no Steuerberater advice included (software for the Steuerberater)
Tax firm workflows: Client portal (Mandantenportal) by passwordless link plus iOS and Android apps; Freizeichnung with automatic reminders; secure Dateiaustausch and document requests; recurring Aufträge per client (FiBu, Lohn, Jahresabschluss); Fristen and Aufgaben; Prozesse automation (if X then Y); Mandanten- and Personalstammdaten onboarding transferable to DATEV; Bescheidprüfung with AI against the filed return; StBVV-Rechnungen as ZUGFeRD e-invoice; DATEV interface (vendor says official DATEV Schnittstellenanbieter, paid add-on); Zeiterfassung is a separate product for employers (Stempeluhr, Schichtplanung, DATEV export); white-label option
Pricing model: Flat €49 / €149 / €399 per month per firm plus VAT, users beyond the included ones €9 each, add-ons €29 to €99 per month
Target company size: Steuerkanzleien from small to mid-size (vendor: over 50 Kanzleien as customers)

docunest pricing

Plan	Price	Unit	Notes
Basic	€49	per month, plus VAT	3 users included, extra users €9 per month each
Premium	€149	per month, plus VAT	5 users included, extra users €9 per month each; marked 'Beliebt'; homepage lists automation and priority email support for this tier
Unlimited	€399	per month, plus VAT	30 users included, extra users €9 per month each

EUR from docunest.de/preise (checked 2026-11-02). Price is flat per firm and does not depend on client count. Add-ons (DATEV interface, other modules) are priced separately: homepage says €29 to €99 per month depending on module. KI-Buchhaltung covers 300 Buchungssätze per month, each further one €0.40 (homepage). The homepage text says five users are included in every plan; the pricing page lists 3/5/30, which is used here. Every plan can be tested free for 30 days with full functionality, no credit card (pricing page FAQ).

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

Integrations, security and hosting

Data residency: Hosted in Germany (vendor statement, homepage)
Implementation: Most Kanzleien can start within a week (homepage); personal onboarding

Worth knowing before you buy

Flat firm price: €49 / €149 / €399 per month plus VAT regardless of client count; users beyond 3 / 5 / 30 included cost €9 each
The DATEV interface is a paid add-on, not part of the base plan; the vendor states it is an official DATEV Schnittstellenanbieter
30-day free trial per plan without credit card, no setup fee, monthly cancellation
Works next to DATEV, not instead of it: bookkeeping stays in DATEV, docunest adds portal, Freizeichnung, tasks, AI booking and StBVV invoices
Vendor states data is hosted in Germany and DSGVO-compliant; no certifications named on the pages read
The Zeiterfassung product is a separate product aimed at employers (Stempeluhr, Schichtplanung, DATEV export), not an internal Kanzlei time tracker per the homepage description

docunest 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 docunest works

How you buy: Online or through sales
Free trial: 30 days
Contract: Monthly billing, no minimum term, monthly cancellation to month end
Onboarding fee: none stated: no setup or onboarding fee
Time to go live (vendor statement): Most Kanzleien can start within a week

Security and data protection

Data hosting regions: Germany

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

About the company

Headquarters: Nürnberg, DE
Customers (vendor figure): Over 50 Kanzleien (vendor homepage)

Support and integrations

Support: Personal onboarding; priority email support on Premium
Notable integrations: DATEV (paid interface add-on), Outlook

What vendors in this category ask before quoting

Answer these once in a SaaSBid request and docunest 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.