Your German clients have a tax problem. You can solve it.
Every spring, German investors struggle with the tax data of their brokerage account. That creates support requests for you and is a reason to switch brokers. BubbleTax delivers a finished German tax report to your clients, in four integration levels from a simple referral to an embedded solution. Available immediately for Interactive Brokers introducing brokers, and for other brokers once we have connected your data format.
Three costs the tax question creates for you.
The German tax return is not a side issue for your German clients. It is the reason many never get started.
Four introducing brokers cooperate with BubbleTax today and recommend the tax report to their clients: MEXEM, WH SelfInvest, AGORA direct and ProRealTime. Clients of CapTrader, LYNX and other IBKR-based brokers use BubbleTax without a cooperation, because their Flex Query export is already processed.
Support load in tax season.
Questions about Flex Queries, Anlage KAP and foreign currency end up in your support queue, although they are not about your product.
Lost new clients.
Anyone who knows they cannot process the tax data does not open the account. The drop-off happens before your onboarding and is invisible in your numbers.
Churn to German providers.
The tax effort is an argument your clients weigh against an international account, every year anew.
Four levels, one calculation engine.
You decide how visible BubbleTax is on your side. Every level builds on the same calculation, and you can switch later.
Referral with discount code.
You recommend BubbleTax to your clients and pass on a code. No technical effort, live within days.
Co-branding.
A landing page within your presence, your brand next to ours, your client recognises the recommendation as yours.
White label.
The tax report appears under your brand. Your client stays in your world, we stay in the background.
Embedded.
The tax report is created inside your client portal, triggered from your system. To your client, it is your feature.
Terms per level, data processing and the roles in white label and embedded setups, data storage, capacity during the season and your contacts are settled in the first conversation, because they depend on your client base and your system. The calculation runs on Hetzner servers in Germany, the list of service providers is on the page Privacy, explained. Write to info@bubbletax.de and you receive a reply within one business day.
The report reflects German tax law for clients who are taxable in Germany, regardless of where your firm is based.
Not built on IBKR? We connect your broker.
The calculation engine is separate from the data format. Interactive Brokers introducing brokers start right away, because the Flex Query export is already connected.
For other brokers we connect your export format on request: you provide sample data, we check which transaction types are covered and tell you the path. The tax report your clients receive is the same afterwards.
Request a connection
Your contacts
Partner conversations are held by the two founders themselves. From the start you talk to the people responsible for the calculation and the platform.
- Thomas Ortmeier
- Managing Director, Tax Logic and Product
- Responsible for the tax calculation and the report your clients receive.
- Dominik Schröter
- Managing Director, Platform and Technology
- Responsible for the platform and the technical connection to your system.
One step to the conversation.
Four fields or an email. Whichever you prefer.
Or write directly to info@bubbletax.de. We reply within one business day.