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Software for firms & consulting

Less chasing. More complete files., deadlines met., time for advice., happy clients., billable hours.

Custom software for tax advisors, lawyers, payroll offices, brokers and consultants. Documents arrive complete via checklists, queries stay attached to the case, deadlines are tracked – as an addition to your specialist software, not a replacement.

Free initial call See the use cases
Built forTax advisorsLaw firmsPayroll & bookkeepingManagement consultingFinancial & insurance brokersCoaching & training
backed bywinsym.ai(opens winsym.ai in a new tab)
antragsbruder.de
Web app Antragsbruder: upload documents and see on a checklist what is missing

Sample notifications from the system

Receipts received · complete

Müller GmbH · March

14 receipts recognised and assigned

Deadline in viewVAT return · 10 April

Who it's for

Every firm works differently. So does your portal.

Receipts, files, payroll data, contracts – what clients have to deliver differs everywhere. Pick your field and see where your own portal helps.

Receipts arrive complete. And on time.

Before every deadline the chasing begins: missing receipts, unreadable photos, documents across five emails. A portal with a checklist shows the client what is missing – and shows you who has to deliver.

What costs you time today

  • Receipts by email, WhatsApp and in a shoebox
  • Chasing just before the deadline
  • Queries get lost in the inbox

What we build for it

  • Client portal with monthly checklist
  • AI receipt recognition with suggested coding
  • Deadline overview with automatic reminders
Tax advisorsTax advisors

Features

Six building blocks. Take only what relieves the firm.

Each module solves one specific bottleneck. Click through – this is what it looks like day to day.

Client portal

Clients find everything there – and you no longer have to send things after them.

Login with two-factor authentication, documents, cases, messages. Each client sees only their data, each staff member only their clients.

  • Two-factor login, roles and audit log
  • Reports, notices and contracts on demand
  • In your firm's design, under your address
Before
Documents as email attachments, again and again
After
One portal that holds everything
Client · Müller GmbHSample view
  • Management report Februaryprovided on 14 MarchRetrieved
  • Annual accounts 20253 documents missingIn progress
  • VAT return Marchdue 10 AprilPlanned

Use cases

Six firms, six bottlenecks. Here is the solution.

Typical scenarios from tax, legal, payroll, consulting and brokerage – with before and after, scope and cost range.

Tax advisors

Receipts without chasing

Tax firm · 8 staff · around 350 clients

Starting point: Receipts arrive by email, WhatsApp and post. In the days before every deadline the team spends hours chasing and sorting attachments.

Law firms

Client enquiries that fit

Employment and traffic law firm · 4 lawyers

Starting point: Enquiries arrive daily via website and phone – many without documents, some outside the practice areas. The office phones around to establish the facts.

Payroll & bookkeeping

Payroll data structured and on time

Payroll office · 5 staff · around 120 employers

Starting point: Hours, absences and new hires arrive as Excel, photo or voice message. Shortly before the payroll run the hunt for missing details begins.

Management consulting

Project status without the status report

SME consultancy · 5 consultants · 15 ongoing projects

Starting point: Status reports are compiled by hand every month. Documents sit in email attachments, and clients ask about progress between meetings.

Financial & insurance brokers

The client area the insurer usually owns

Brokerage · 3 staff · around 1,800 clients

Starting point: Claims are reported by phone, policies searched for by email. There is no time for annual reviews – so clients only get in touch when something happens.

Coaching & training

Booking, materials, records – without office work

Coaching provider · 3 trainers · one-to-one and group formats

Starting point: Initial calls are arranged by email, materials sent individually. Attendance lists and certificates get done at the weekend.

Why the gap is so large

We develop with AI assistance and rely on proven building blocks for login, roles, uploads and notifications. You pay for your processes – not for someone reinventing the wheel.

Discuss your case

The scenarios are sample calculations for the stated business size, not client projects. Comparison figures are guide values for conventional agency development billed by effort; your fixed price is set after the prototype. Rental prices include hosting, maintenance and support.

Process

From chasing to a running portal.

We start with one type of case and a small group of clients – and roll out as soon as it holds up in daily use.

Firm check

We walk through a month-end close, a client intake or a payroll run with you step by step. Where do people chase, type up, search? Free and without obligation.

01

Prototype in 7 days

You click through your portal – with your checklists, your cases, your logo. Only then is the fixed price set.

02

Pilot with 10 clients

We start with a pilot group, connect your specialist software and train the team. The remaining clients follow in waves.

03

Operation & expansion

Hosting in the EU, updates, support. AI receipt recognition, onboarding or further case types are added when you need them.

04

Packages for firms & advisors

Three ways in. Fixed price after the prototype.

Pick the entry point that fits your firm. We define the exact scope in the firm check – after that a fixed price applies.

Client onboarding

For lawyers, consultants, coaches and brokers

from€3,900one-off

or rent from €309 / month

Live in 3–4 weeks · operation from €49/month

Request Client onboarding

Client portal

For tax firms, payroll offices and brokers

Recommended

from€7,400one-off

or rent from €459 / month

Live in 5–6 weeks · operation from €149/month

Request Client portal

Firm platform

For firms with many clients and their own processes

from€12,900one-off

or rent from €689 / month

Live in 6–8 weeks · AI receipt recognition included

Request Firm platform

Buy or rent

No budget for the one-off price? Rent your system.

The same software, two ways: pay once and own it – or rent monthly and start right away.

Buy

Pay once, own it for good.

  • Fixed price after the prototype
  • Code & data belong to you
  • Operations & support from €149 / month

Rent€0 upfront

A monthly rate instead of a one-off price.

  • Hosting, maintenance, support & updates included
  • 3-month trial – cancel monthly during that time
  • Then a 12-month minimum term
  • Your data belongs to you – buy later any time
Fixed price after the prototype You own code & data Hosting in the EU Final prices under § 19 UStG
Website of KlarVoran, job and application coaching

Goes well with it

A website that brings initial calls

For KlarVoran, a job and application coaching provider in the Rhine-Main area, we built the website and initial-call funnel: a clear structure for two audiences and local SEO. The same foundation works for firms and advisors.

Website from €1,190View the project in the portfolio

Good to know

Specialist software, vendor portal or your own portal?

Not every firm needs custom software. Here is how the three routes compare.

Practice or specialist software

Strong at

Bookkeeping, returns, files, billing

Weak at

Everything the client has to deliver

Costs

Licence per workstation and module

Data & code

With the provider

Fits when

your clients deliver reliably

Portal from the software vendor

Strong at

Seamless handover into the specialist software

Weak at

Your own checklists, onboarding, special cases

Costs

Monthly per client or user

Data & code

With the provider

Fits when

you stay within the vendor's standard

Our field

Your own portal

Strong at

Exactly your cases and the way you address clients

Weak at

Things your specialist software already does well – we don't rebuild those

Costs

One-off from €3,900, operation from €49/month

Data & code

Yours, hosted in the EU

Fits when

chasing and typing up cost you hours

Our recommendation

Keep your specialist software for bookkeeping, files and billing. We build the layer in front of it: everything clients deliver, sign or look up. And if your software vendor's portal is enough for you, we will tell you so in the first call.

Further reading (in German)

FAQ

Good questions. Clear answers.

Does this replace DATEV or our practice software?

No. The portal complements it and hands data over via an interface or prepares it for import. Bookkeeping, files and billing stay where they are.

What does a client portal cost?

From around €7,400 for login, documents, status and messages, with workflows, approvals and AI receipt recognition from around €12,900. You get the fixed price after the prototype.

How is confidentiality protected?

Data is stored encrypted in the EU, with roles, permissions and an audit log. We sign a data processing agreement; the confidentiality undertaking required for holders of professional secrets is settled with you before the project starts.

Is client data used for AI training?

No. We use services with data processing agreements and no training on your data. The AI makes suggestions, the firm decides.

Will clients actually use it?

In our experience, yes – when it is easier than an email: a photo with the phone, done. That is why we start with a pilot group and adjust the checklists before everyone moves over.

How long does implementation take?

You get the clickable prototype after 7 days. Onboarding is ready in three to four weeks, a portal in five to eight weeks.

Do clients have to install an app?

No. The portal runs in the browser on any device. Anyone who likes can add it to their home screen like an app.

Does this also work for coaches and training providers?

Yes. For KlarVoran, a job and application coaching provider in Rhine-Main, we built the website and initial-call funnel.

Enquiry

Let's talk about your firm.

Tell us briefly where you have to chase the most today. We will get back to you within 24 hours with an honest assessment – even if it is: your vendor's portal is enough.

  • Reply within 24 hours
  • Process check free of charge
  • Fixed price after the prototype

A short message is enough.

No questionnaire, no sales pitch. Two sentences about your business will do.

Client Portal for Tax Advisors & Law Firms | TasWiq Media.