Use Cases EN

Built for the industries that power finance

From banks to fintech apps, Anytax integrates seamlessly into your ecosystem. Choose the solution that fits your business and deliver effortless tax filing for your users.

Banks

Embed tax,
deepen engagement 

Embedding tax filing and insights transforms your app into the place where users handle everything from receiving their salary to filing their tax refunds.

Solving tax makes your platform the go-to hub for all things money. 

Become your customers’ one-stop financial hub by connecting banking, investing, and tax, all in one flow

Become their
primary account

By offering integrated tax features, you become the user’s central financial home, the account they rely on for banking, trading, income and spending.

Grow revenue per user

Offer tax filing as part of your premium plan or as a limited-time campaign. Position tax season as a new moment for user acquisition and reactivation.

Increase average account balances

Tax refunds and salary payments routed through your platform increase account balances and strengthen long-term customer value.

Personal Finance Platforms

Premium tax features for your users

For financial advisors and tax advisors, offering digital tax services is a powerful way to modernize your practice and increase client value. 

Embed digital tax solutions under your own brand to improve operational efficiency, reduce manual work, and deliver a scalable digital client experience.

Add tax features that turn user data into seamless experiences – boosting engagement and monetization

Grow revenue per user

Monetize your existing user base by offering tax filing as a premium add-on or bundled service. Generate additional revenue without increasing acquisition costs.

Increase engagement
& retention

Real-time tax insights and monthly projections create recurring touchpoints and deepen user trust in your platform.

Differentiate through completeness

Stand out in a crowded market with an all-in-one finance experience that integrates tax seamlessly into daily money management.

Professional Services

Digitize your advisory practice

Unlock deeper client relationships and new revenue opportunities

Unlock upsell opportunities

By covering your clients’ taxes, you gain full visibility into their financial situation, unlocking better advice, cross-sell potential, and long-term client value.

Digitize your client experience

Replace paper-based processes with smooth, digital tax filing and real-time collaboration, fully branded to your firm. 

Increase efficiency & margins

Automate routine filings and data collection, freeing your team to focus on high-value advisory services.

Taxpayers

Comprehensive tax solutions for different taxpayer profiles.

27% of tax
returns pre filled

We identified the following tax relevant transaction for your tax return.

Review Return to bank

Expenses

Aug 2025

Apple store

599,95€

Amazon

278,45€

Employees & families

For households, private sector employees, and first-time filers, simplicity is everything.

We offer embedded flows that import salary data, apply family deductions, and deliver accurate refunds, all in just a few clicks.

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Income documents
uploaded an pre-filled

EüR

Self employment

Steuerbescheinigung

Capital Gains

Status

Federal returns

Accepted

Refund Date

24 - 48 hrs

Freelancers & side-hustles

Self-employed juggle multiple income streams.

Our flows support irregular earnings, expense categorization, and quarterly tax estimates, making tax management continuous, not chaotic.

Let’s review your estimates tax

Review!

Small businesses

Small businesses deserve clarity too.

We embed tax filing for sole traders or small firms with simple bookkeeping needs, automating compliance without requiring heavy accounting infrastructure.

Custom development

Custom tax types

Some user groups don’t fit standard tax structures (e.g. niche professions, foreign income, special deductions). We have the infrastructure and domain expertise to build custom tax flows—reach out to discuss a tailored solution.

Flexible integration made simple

Integrating Anytax is simple and flexible. Whether through API, SDK, white-label, or custom solutions, you can plug tax filing seamlessly into your platform.

API

Launch tax features with complete control over the end-user experience.

Our APIs power the backend for tax filing, projections, and calculations, while your frontend delivers the user interface. Perfect for teams that want full flexibility and complete ownership of the UX.

White-Label

Instantly launch your tax product.

Embed our web or iframe-based solution, customize it to match your brand, and go to market fast with minimal engineering effort. A true turnkey route to seamlessly embed tax into your product.

SDK

Prebuilt UI flows for web & mobile.

With minimal development time, our SDKs (web & mobile) let you host ready-made tax experiences with both frontend and backend logic built in. Customize styling and behavior to match your product, while we handle the tax logic under the hood.

Custom Integrations

Have a unique tax use case or user flow you want to develop?

Leverage our infrastructure and domain expertise to quickly build bespoke and compliant tax solutions—tailored exactly to your users’ needs.

Trusted, Secure, and Future-Ready

Your data is always safe with GDPR-first policies, EU hosting, and bank-grade encryption. With ELSTER integration and ISO 27001 on the roadmap, plus backing from leading fintech investors, Anytax is built on trust.

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