Finance
Fewer follow-ups.More time for advisory work.Fewerfollow-ups.More advisory time.
Website and client portal for tax firms: secure uploads, clearer scheduling and pre-sorted requests. Later extendable with agents.
- Privacy preparedincluded
- Client portalincluded
- Made in Germanyincluded
- Structure client requests
- Secure document exchange
- Online appointment booking
- Privacy prepared per project
Audience
Built for firms with recurring deadlines and client follow-ups.
Tax advisors
Tax firms and advisory practices
- Service portfolio
- Client portal
- Document upload
- Appointment booking
- Tax calendar
Auditors
Audit firms
- Service overview
- Client portal
- Secure document handling
- Project tracking
- Team presentation
Delivery
Website, client process and DATEV connection.
Tax firms live on recurring deadlines and documents. The website bundles client requests and uploads so DATEV integration and agents can later plug into the same process.
- 01
Set up a client portal
Secure login for documents, questions and deadlines instead of email attachments piling up.
- 02
Secure document upload
Implement encrypted uploads for receipts and files with a documented privacy concept.
- 03
Check the DATEV interface
Where it makes sense, pull documents straight into DATEV, scope clarified before the build.
- 04
Integrate a tax calendar
Make deadlines and appointments visible instead of follow-up calls.
- 05
Connect directory listings
Findability in tax-advisor directories and local Google search.
- 06
Operations and maintenance
A named contact so the portal keeps running reliably after launch.
FAQ
Questions before the first call.
- What does a tax advisor website cost?
- Starter from €1,200 (one-page, content supplied by client). Professional with up to 7 core pages and a clear contact flow: €3,200. Premium with up to 1,000 structured detail pages, multilingual setup and 6 months of support: €7,900.
- Is the website GDPR-ready?
- We prepare privacy requirements per project: cookie banner, SSL, hosting options and required features are aligned to the firm.
- Can DATEV be connected?
- Yes. DATEV interfaces can be integrated so clients upload documents and you pull them into DATEV. Scope and effort are clarified before build.
- How long does delivery take?
- Starter about 2 weeks, Professional about 4 weeks, Premium about 6-8 weeks after kickoff.
Related
Client requests and AI agents on the same process.
The website structures uploads and follow-ups. An AI business assistant can later pre-sort documents and draft standard replies, with approval before anything is sent.
Price calculator
Price calculator
Choose package and modules. We clarify content, detail pages, integrations and ongoing costs in the consulting call.
Choose a base package
Starter, Professional or Premium with clear page limits
Add modules
Only what the process really needs
Content, page structure and detail pages
Copy, content migration and scalable detail pages.
Emotion and Interactivity
Patient Experience Modules
Reach, Trust and Digital Positioning
Visibility and Trust Modules
Technology, Privacy and Security
Technical and Security Modules
Additional Features
Integrations, trust and conversion.
Reading
Related articles from the blog.
Practical guides that explain the same processes before you start a pilot.
AI Assistant for Tax Advisory Firms
AI assistant for tax advisory firms: email classification, deadline tracking and client requests. With clear limits on confidentiality and legal advice.
AI Phone Agent for Professional Services
AI phone agent for law firms, agencies and consultancies: call types, required fields, baseline and pilot brief. With stop rules for sensitive cases.
AI scheduling agent: fewer no-shows, clearer calendars
AI scheduling agent with a worked example: separate no-shows from late cancels, measure baseline, reminders with cancel links, and when an agent is needed.
Finance
Start with the process, not with a template.
Website and client portal for tax firms: secure uploads, clearer scheduling and pre-sorted requests. Later extendable with agents.
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