Superkind for tax advisory

In tax advisory the same work comes back every month: assigning receipts, checking deadlines, reminding clients about documents, preparing returns. You hand this work to Superkinds. You describe it once in Slack, Teams or by email, they do it in your tools, and no return goes out before you approve it.

Superkind Team

Every example is set at Schneider GmbH, a made-up company

Meet the tax advisory Superkinds

Four Superkinds, each with one clear job. They all share the same company knowledge, so the Return Preparer knows the receipts from the Receipt Sorter

Preparing a tax return, from receipt to filing

How the income tax return for Schneider GmbH runs through the four Superkinds

YouMicrosoft Teams

@Superkind The 2025 income tax return is due. Start with the receipts.

  1. Receipt Sorter

    sorts receipts by account and matches them to bookings

    Receipt list
  2. Deadline Watcher

    checks the filing deadline and flags missing documents

    Deadline status
  3. Return Preparer

    prepares the tax return from the template

    Draft With your approval
  4. Client Informer

    informs the client about the status and requests missing documents

    Client letter With your approval
Result

The return is prepared. Every receipt is assigned and the deadline is in the calendar.

DATEVExcelOutlook

Receipt Sorter: brings order to the receipts

Reads new receipts from DATEV and the inbox, assigns them to accounts and creates a sorted list

tax
You9:00

@Superkind Which receipts for Schneider 2025 are still missing?

Receipt SorterSuperkind9:03

18 receipts assigned, 3 still missing:

  • Car insurance receipt missing Waiting for you
  • Office rent Dec receipt missing Waiting for you
  • Phone costs Q4 receipt missing Waiting for you

Set up in three steps

  1. Write in Slack: "@Superkind, I need a Receipt Sorter. Sort receipts by account and show me what’s missing."

  2. Connect DATEV and the inbox. Superkind reads receipts and bookings there.

  3. Say which accounts to check. Superkind stores the list in your company knowledge.

Google CalendarOutlookExcel

Deadline Watcher: never misses a filing deadline

Checks deadlines in the client list, adds them to the calendar and reminds you two weeks ahead

Tax
You10:00

@Superkind Which deadlines are coming up in February?

Deadline WatcherSuperkind10:02

Two clients with a February deadline:

  • Schneider GmbH VAT return Jan, due 10 Feb Waiting for you
  • Möller GmbH Payroll return Jan, due 10 Feb
  • Next reminder in 5 days

Set up in three steps

  1. Write in Teams: "@Superkind, I need a Deadline Watcher. Check filing deadlines and remind me two weeks ahead."

  2. Store the deadline list in Excel. Superkind checks it every week.

  3. Say where the reminder goes: "Mondays in #tax." Superkind saves it as a routine.

DATEVExcelWord

Return Preparer: drafts the return, you review

Takes the assigned receipts and last year’s return and creates the draft tax return

tax
You14:00

@Superkind Prepare the 2025 income tax return for Schneider.

Return PreparerSuperkind14:05

Draft is ready. All receipts assigned, prior-year figures carried forward.

Income tax 2025 Schneider GmbHDATEV export · draft

Set up in three steps

  1. Write in Slack: "@Superkind, once all receipts are in, prepare the tax return."

  2. Connect DATEV and Excel. Superkind reads bookings and prior-year figures there.

  3. Confirm: no return is filed before you review and approve it.

OutlookWordDATEV

Client Informer: keeps clients in the loop

Emails the client about which documents are missing and where the return stands

Tax
You16:00

@Superkind Tell Schneider we’re still missing three receipts.

Client InformerSuperkind16:03

Email draft is ready. The three missing receipts are listed.

Email Schneider GmbHDraft · missing receipts

Set up in three steps

  1. Write in Teams: "@Superkind, when receipts are missing, write to the client."

  2. Store your letter template in company knowledge. Superkind fills in the client name and missing items.

  3. Confirm: no email goes out before you approve the draft.

Frequently asked questions

Does Superkind file tax returns without me?

No. Superkind prepares the draft and shows it to you. You review, adjust and approve.

Which tools do I need?

The ones you already have. Superkind has 1,700+ integrations, including DATEV, Excel, Outlook and Word. Nobody has to learn a new tool.

Do the Superkinds know about each other?

Yes. What one Superkind learns goes into your company knowledge, and every Superkind uses it. So the Return Preparer knows the receipts from the Receipt Sorter.

What does it cost?

You can try Superkind for free, with up to 150 hours of work and no credit card. Business starts at €50 a month for unlimited users. €1 gets about one hour of work done. Every plan is on the pricing page.

Is my data safe?

Superkind keeps storage and AI models in the EU, is GDPR compliant and aligned with the EU AI Act. No model is trained on your data.

More use cases

The other departments and their Superkinds

Ready for your first AI employee?

Try Superkind