Website
Your professional firm website.
€3,990one-time
- Service pages, team and contact
- Structured client enquiry
- Link to your existing portal
- Embed existing booking tools
- Technical SEO and mobile usability
FOR TAX ADVISORS & ACCOUNTANTS
More clarity. Before the first document.
A website that prepares relevant client enquiries. A protected route for documents, clear appointments and recurring reminders. So your team spends less time chasing missing information.
A GLIMPSE OF YOUR WORKFLOWClient enquiry assigned
- Client intake
- Client portal
- Appointment booking
- Recurring reminders
- DATEV/Lexware workflows
- AI without tax advice
- EU data hosting
SOUND FAMILIAR?
The workload starts in your inbox.
Incomplete enquiries, scattered documents and repeated questions. We start where your team loses time every month.
- INTAKE01
Enquiries without context
New enquiries say little about the need. Your team has to collect the basic details first.
HOW WE SOLVE ITService, business type and needs arrive in a structured format. Your team reviews the enquiry and decides whether to accept it.
- DOCUMENTS02
Documents scattered everywhere
Email, paper and separate links make it difficult to see which documents are complete.
HOW WE SOLVE ITA protected access point with client folders and clear checklists replaces scattered attachments.
- RECURRING03
Chasing every month
Missing documents lead to repeated follow ups. The status often depends on one person.
HOW WE SOLVE ITAgreed document dates trigger reminders. Completed tasks stop further messages.
- QUESTIONS04
Routine questions interrupt
Which documents do I need? How do I send them? Administrative questions keep reaching the phone.
HOW WE SOLVE ITAn assistant explains approved procedures and hands professional questions to your firm.
BUILT AROUND YOUR FIRM
A clear route for every client.
Your services determine intake, documents and ownership. Professional decisions stay with your team.
WEBDRIFT / FIRM SYSTEM01 / 03
01Enquiry
02Review
03First meeting
04Admission
Tax advisory firm
Tax advice, annual accounts and payroll need different information. Intake prepares your team without replacing a personal review before accepting a client.
- Collect business type and needs upfront
- Admission only after your team reviews it
- First meeting with a prepared checklist
- Professional questions reach the right person
WHAT WE BUILD
Your website. Your workflows. Connected.
Start with a clear website. Add the processes your firm actually needs.
01 · WEBSITE
A clear presence for your firm
Your focus is understandable at first glance.
- Explain servicesSeparate pages for tax advisory, bookkeeping and payroll with clear responsibilities.
- Relevant enquiriesEnquiry paths by purpose instead of an empty message box.
- Easy on phonesReadable type, keyboard access and clear contact routes.
- Be discoverableTechnical SEO, structured data and location information.
02 · SYSTEM
The digital client folder
Intake, documents and appointments work together.
- Client intakeCollect structured details, assign internally and confirm acceptance separately.
- Protected documentsLogin, roles, client folders and traceable access within the agreed scope.
- DATEV/Lexware workflowsPrefer existing portals. Check exports or interfaces against your software version.
- Bookings and remindersCalendars, buffers and recurring tasks. No automated calculation of tax deadlines.
03 · AI
Routine questions, clear boundaries
Administrative answers from your approved content.
- Explain documentsPoint to approved checklists for the first conversation.
- Portal guidanceExplain login, document handover and contact people.
- Hand over questionsRefer professional questions and individual cases to your team.
- No tax adviceNo calculations, case assessments or guidance on tax deadlines.
DATEV and Lexware remain your specialist systems. We check versions, permissions and available interfaces before implementation. Integration is confirmed individually.
A CONCRETE EXAMPLE
Saldohaus. Numbers with perspective.
A complete sample firm with office photography, an advisor portrait, five service areas and content for starting a business, ongoing collaboration and the first conversation. An interactive document folder and local client intake demonstrate the workflow.
Example template · not a real business
Saldohaus BeispielCobalt, silver and warm yellow. Geometric typography, natural office photography and a yellow memo signature.All names and contact details are fictional. The demos send and store nothing. No real client portal, booking or tax advice.
- Demo client intake
- Document folder with sample files
- Appointment request without transmission
THE PROCESS
Understand first. Then connect.
We plan with your team, software setup and responsibilities. The scope is agreed before we build.
- FIRST CALL
01Map the workflow
We review enquiries, document routes, software and access rights together.
- CLEAR PLAN
02Agree the scope
You receive a structure, copy and a concrete plan for data and responsibilities.
- TEST PHASE
03Build and check
We test intake, permissions, reminder stops and possible handovers with sample data.
- YOUR TEAM
04Launch and handover
Your team receives training. Care and ongoing costs are agreed upfront.
PRICING
A clear start. A system that fits.
The scope is agreed before we start. Integrations and ongoing costs are quoted separately.
Website + System
CONNECTED WORKFLOWSConnect intake and document workflows.
from €7,490one-time
- Everything in Website
- Client intake with ownership
- Protected document process by scope
- Bookings and recurring reminders
- Administrative AI assistant
- Software handovers after technical review
Final prices. Under German § 19 UStG no VAT is charged. Monthly model with a 24-month term.
FAQ
Clear answers for your firm.
We check your version, existing portals and approved interfaces. A clear route to your current portal is often more useful than a new system. Without a suitable interface we agree a checked export or manual handover. Direct integration is not a blanket package promise.
We agree client access, authentication, roles, encryption and retention with you. Hosting and data processing are defined upfront. Where possible, documents remain in the existing specialist portal. The public website holds no client files.
No. It only answers approved administrative questions such as document handover or first appointments. Individual tax questions, calculations and deadlines go to your team. Client documents are not used as chat knowledge.
Your team does. The form collects agreed information and assigns the enquiry. An appointment request or enquiry does not automatically establish a client engagement. Your firm confirms the next step personally.
No. Recurring reminders follow document dates and tasks set by your firm. Professional deadlines and their review remain your responsibility in your specialist system. Completed tasks stop the related reminders.
The website is €3,990 once or from €290 a month on a 24-month term. Website + System starts at €7,490 once. Portals, interfaces, hosting, care and AI usage are quoted separately by scope. Final prices. Under German § 19 UStG no VAT is charged.