– TAX ADVISERS
An adviser's biggest asset is their earlier positions, and they lie buried in email.
The same questions get answered from scratch, because nobody reaches for what cannot be found. Here that knowledge starts working: every case and every position has its place and comes back when it is needed.
Order first, AI later. This is a rollout done in stages, not a list of features to buy at once.
AI suggests a direction based on what the firm has already established, and the decision stays with the adviser.
Recognises the type of letter from the authorities, extracts the reply deadline and the amount, attaches it to the right case.
What it never does on its own
Never replies to the authorities and never sends a letter. The adviser signs and sends.
Shows which client is missing what, and how many days remain before the deadline.
What it never does on its own
Does not send reminders without approval and never declares anything on the client's behalf.
Shows how many clients will pile up around the nearest deadlines.
What it never does on its own
Does not assign work. It shows the pile-up, the decision stays with the adviser.
The client gets an answer sooner and no deadline slips. Earlier positions come back when they are needed, so the same questions no longer start from scratch.
What the company gains
Public funding
National Training Fund up to 80%, PARP and BUR up to 70%
A rollout and team training usually qualify for public funding. We help with the application paperwork, but the awarding body decides.
We start with process mapping. After it you know what to build and in what order, and you decide whether we continue.
Let us map your process →