White label for tax firms

Your firm as an AI assistant in Claude and ChatGPT

Your own connector under your firm's name, built on Norman. Your clients set up their company in the chat, send receipts, ask questions and book consultations. Your team answers, requests documents and signs returns, in Norman or right inside Claude.

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ELSTER
Hosted in Germany
ZUGFeRDGoBD konform

Routine goes to the assistant, expertise to you

Your clients get an answer right away, and your team stops answering the same question for the tenth time. The time you win goes into cases that need your expertise, and into more clients with the same team.

Your clients' questions
Answered by the assistant
  • Did you get my bank statements?Yes, September is fully matched.
  • Which receipts are still missing?Two: fuel on 12 September and office supplies on 18 September.
  • When is the next VAT return due?On 10 November. The preview is ready.
Lands with your team
  • Is a GmbH worth it for me?Handed to your team with the last twelve months of profit and sales.
  • Can I deduct my home office?Handed to your team with the rent payments.

How your firm gets into your clients' chats

We set up your connector

Your firm's name, logo and colours, its own sign-in page with a “Powered by Norman” line, and your booking link for consultations.

Clients connect

They add your connector in their AI assistant, create an account on your sign-in page and are straight back in the chat, already linked to your firm.

Setup by conversation

The assistant asks for the legal form, company details and tax number step by step, without forms. It never asks for ID documents, tax IDs or bank details in the chat.

Your team works where it likes

Norman emails you about every new client. Messages, documents and returns to sign reach your team in Norman and in Claude.

What your clients get done in the chat

Fewer emails, calls and chasers: the assistant collects what your firm needs and files it in Norman.

Here are my receipts from September. September receipts

What your team gets done in Claude

Your team connects Claude to Norman and rarely needs the web app.

01

Your inbox in one sentence

Which clients wrote, owe documents or handed over a return to sign.

  • Messages
  • Documents
  • Signatures
02

Reply and request

Answer clients or request documents with a due date. The client hears about it by email and in the chat.

  • Due dates
  • Email and chat
03

Step into the books

Review a client's receipts and bookings and start the DATEV export, without opening the web app.

  • Receipts
  • Bookings
  • DATEV export
04

Sign returns

Review and sign the returns clients hand over, with your ELSTER certificate. Nothing is filed before your approval.

  • ELSTER certificate
  • Approval only

Binding steps stay with you

The assistant prepares, your firm decides.

Nothing goes out without approval

The assistant files, signs or pays only after explicit confirmation. A signature covers only the return you confirmed.

Hosted in Germany

Your clients' accounting data is stored in Norman on servers in Germany.

No sensitive data in the chat

The assistant does not ask for ID documents, tax IDs, social security numbers or passwords in the chat.

Same rights as in Norman

Clients and your team work in the chat with their own accounts and rights, and can disconnect at any time.

The AI provider matters

Whatever reaches Claude or ChatGPT is processed by that provider. For your team we recommend business accounts with contractual data protection.

Your name, our platform

Your clients see your firm. Norman stays in the background.

  1. 01

    Your name in the chat

    The connector carries your firm's name, and the sign-in page your logo and colours.

  2. 02

    Your own address

    Your connector runs at its own address, for example your-firm.norman.finance.

  3. 03

    Your selection

    We decide with you which features your clients see, plus your own building blocks such as your booking link.

  4. 04

    Always up to date

    New Norman features reach your connector automatically.

Your firm in your clients' chat

We show you the connector live and set it up under your firm's name.

Book a demo

FAQ

What is an MCP connector?

MCP (Model Context Protocol) is the open standard AI assistants such as Claude and ChatGPT use to reach other services. Your connector links your clients' assistant to Norman, signed in with the client's own account.

Which AI assistants does the connector work in?

In Claude, clients add the connector by its address, including on the free plan. In ChatGPT it is available in Business and Enterprise workspaces once the admin allows it, and in developer mode for individual accounts. Other assistants that support MCP work too.

Does Norman become my clients' tax advisor?

No. Tax advice stays with your firm. Norman is the software behind it: bookkeeping, receipts and preparing filings. Advice, review and filing are yours.

Does the connector work with DATEV?

Yes. Norman hands over your clients' bookkeeping as a DATEV export, and your team can start the export right inside Claude.

What does a firm connector cost?

It depends on the number of clients and the features you want. Get in touch and we will send you an offer.

How quickly is the connector ready?

We set up the name, logo, sign-in page and booking link within a few days. Your clients then connect on their own.