# Digital client workflows for tax advisors and auditors

> Secure document exchange and efficient client communication without friction.

Source: [https://www.arytechsolutions.com/en/solutions/tax-advisors](https://www.arytechsolutions.com/en/solutions/tax-advisors)

## Benefits

- **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.

## 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.

## 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.

- **Documents secure and sorted** — Clients upload paperwork through an encrypted portal – assigned to the period and instantly findable, without collection emails.
- **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.

## An off-the-shelf portal, or a system that truly works with your firm software?

| Standard portals & large providers | One system from a single source – tailored to your firm |
| --- | --- |
| **A licence per client or user** — Every login costs indefinitely – the bill grows with your client base, regardless of actual use. | **A price fixed up front** — Scope and cost are settled before we start – no licence bill growing with your client base. |
| **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. | **Connected, not set alongside** — The portal works with your firm software – documents and data flow, instead of being entered twice. |
| **Your workflow has to give way** — Instead of the portal reflecting your firm, you adapt your well-run routines to the portal. | **Built along your firm** — The workflow comes from real firm practice – your typical steps from document handover to filing are planned in. |
| **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 fixed contact, for the long run** — From setup to long after launch you always reach the same person – me. |

## From the first review to a client portal in daily use

1. **Taking stock** — We look together at where your firm loses time on collecting documents, queries, and deadline upkeep – confidentially and with no sales pressure.
2. **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.)_
3. **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.)_
4. **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.)_

## Commitments

- Fair fixed price
- Confidentiality intact
- One fixed contact
- Reply within 24 h

## Packages

### Basic

Firm website with an encrypted client upload portal.

- Price (net, private customers): 2,500 €
- Price (net, business customers): 3,000 €
- Duration: 2-3 weeks

- Firm website
- Encrypted upload portal
- GDPR check
- Responsive design

### Business

Secure document exchange portal with CRM for client communication.

- Price (net, private customers): 5,400 €
- Price (net, business customers): 6,400 €
- Duration: 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.

- Price (net, private customers): 10,200 €
- Price (net, business customers): 12,100 €
- Duration: 6-8 weeks

- Multi-user client portal
- BI dashboards for firm management
- Custom interfaces
- Priority support SLA

## Honest answers before you ask

### Can this connect to our firm software?

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.

### Is the document exchange compliant with professional conduct rules?

Yes. The exchange runs encrypted through a protected portal, with access separated by role. That keeps the duty of confidentiality protected on the technical side too.

### What will we actually end up paying?

The amount stated in the quote before we start. The scope is fixed and the price is set – no surprise waiting on the final invoice.

### Where does our client data live?

On secure servers in the EU, GDPR-compliant and encrypted. Where needed, we sign a data processing agreement. Nothing is passed on.

### What happens if something goes wrong once we're live?

You reach me directly. With a fair support package I stay available – no anonymous call queue.

### Does the solution belong to us afterwards?

After full payment you hold a perpetual right to use your application. No lock-in contract, no permanent licence.

## Ready for a secure client portal?

We set up document exchange and communication to match your existing systems.