Documents secure and sorted
Clients upload paperwork through an encrypted portal – assigned to the period and instantly findable, without collection emails.
PREMIUM SOLUTION
Digital client workflows for tax advisors and auditors
Secure document exchange and efficient client communication without friction.
- Fair fixed price
- Confidentiality intact
- One fixed contact
- Reply within 24 h
Counted at document season
What changes when receipts, queries, and deadlines no longer sink into the email inbox
Clients upload their documents through a secure portal, neatly assigned to the right period – chasing them by follow-up email stops.
Sensitive documents travel encrypted rather than as an attachment across the open network – confidentiality stays protected technically, without anyone having to think about it.
If a document is still missing, the client sees it themselves in the portal – the queries that otherwise chop up your day become noticeably fewer.
Deadlines for returns and pre-registrations sit centrally and flag themselves in time – no one has to cross-check lists to be sure.
Because the portal is connected to your firm software, re-typing disappears – the time you win stays with the actual advisory work.
Key Benefits
Discover the highlights of this solution and why teams rely on it to deliver results.
Secure document exchange
Encrypted upload portals replace insecure email attachments.
Fewer back-and-forth queries
A central client portal reduces clarification effort and waiting times.
Seamless integration
Interfaces to common firm systems remove duplicate data entry.
In detail
Documents, communication, and deadlines in one protected system
That's the foundation. Where your firm has particular client groups or workflows, we tailor the software precisely to them. We define the sensible scope together.
Fewer queries, a clearer overview
What's still missing is visible in the portal – client and firm see the same status, instead of writing back and forth by email.
Deadlines that remind themselves
Return and pre-registration deadlines are stored and prompt automatically – no date gets lost in the flood of documents.
Connected to your firm software
The portal works with your existing firm system – documents and data flow without being entered twice.
Roles and permissions cleanly separated
Partners, staff, and clients see exactly what their role requires – graded in a GDPR- and professional-conduct-compliant way.
Client data especially protected
All data is processed encrypted and GDPR-compliant – I take care of the technology and secure operation behind it.
Client groups
Client groups we map the right workflows for
Income tax & individuals
Self-employed & freelancers
Limited companies & corporations
Trades & construction
Retail & hospitality
Doctors & health professionals
Real estate & rentals
Start-ups & new ventures
E-commerce & online retail
Payroll & wages
Associations & nonprofits
Agriculture & forestry
An off-the-shelf portal, or a system that truly works with your firm software?
Standard portals & large providers
A licence per client or user
Every login costs indefinitely – the bill grows with your client base, regardless of actual use.
An island beside the firm software
The portal stands on its own, your firm software on its own – in the end someone re-types documents by hand anyway.
Your workflow has to give way
Instead of the portal reflecting your firm, you adapt your well-run routines to the portal.
Support that doesn't know your firm
For questions you land in a general hotline instead of with someone who knows your client structure.
One system from a single source – tailored to your firm
A price fixed up front
Scope and cost are settled before we start – no licence bill growing with your client base.
Connected, not set alongside
The portal works with your firm software – documents and data flow, instead of being entered twice.
Built along your firm
The workflow comes from real firm practice – your typical steps from document handover to filing are planned in.
One fixed contact, for the long run
From setup to long after launch you always reach the same person – me.
How we work
From the first review to a client portal in daily use
- 01
Taking stock
We look together at where your firm loses time on collecting documents, queries, and deadline upkeep – confidentially and with no sales pressure.
- 02
Defining the scope
I show you how the system would look for your firm, and together we set the right scope.
Your time: approx. 60 min.
- 03
Setup & integration
I set up the client portal and deadline control and connect your existing firm software – without disrupting your firm.
Your time: approx. 90 min.
- 04
Launch & support
Once you give the go-ahead, the system goes live – after that I stay at your side as your fixed contact.
Your time: approx. 60 min.
TRANSPARENT PRICING
Investment Options
Choose the package that matches your roadmap. Every tier includes regular status updates and a production-ready launch.
For private clients (incl. VAT)
Basic
Firm website with an encrypted client upload portal.
€2.975
incl. 19% VAT
2-3 weeks
Firm website
Encrypted upload portal
GDPR check
Responsive design
Recommended
Business
Secure document exchange portal with CRM for client communication.
€6.426
incl. 19% VAT
4-5 weeks
Secure document exchange portal
Cloud integration
CRM for client communication
Compatible interface to firm software
Enterprise
Multi-user client portal with BI dashboards for firm management.
€12.138
incl. 19% VAT
6-8 weeks
Multi-user client portal
BI dashboards for firm management
Custom interfaces
Priority support SLA
No hidden feesDedicated post-launch supportFlexible payment plans
No fine print
Honest answers before you ask
Usually yes. I look at your existing system and connect the portal where possible – so documents and data don't have to be entered twice.
Ready for a secure client portal?
We set up document exchange and communication to match your existing systems.
Free consultation
No commitment
Response in 24h