Fiscal optimisation, cashflow projections, compliance kits.
Tax advisor / Accountant
Tax optimisation, compliance, projections — your practice in product mode
For tax advisors and chartered accountants. Run fiscal reviews, project cashflow over 10+ years, ship ready-to-use MiCA / KYC compliance kits by country, and detect tax-saving opportunities across your book.
On your dashboard, you'll see:
Clients this month
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Pending declarations
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Detected savings
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Upcoming deadlines
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Tools surfaced for you
Typical workflows
Fiscal review for a 1M€ wealth
Marginal rate, dividend regime (PFU vs barème), real-estate options (Pinel, déficit foncier), and PER ceiling — all surfaced as actionable optimisations.
10-year cashflow projection
Income, expenses, recurring savings, planned acquisitions. Built-in tax engine projects the net position year by year.
Country-specific compliance kits
France, Germany, Spain, Switzerland, UK, US. Ready-to-use regulatory texts and disclaimers. MiCA-compliant where applicable.
Conversational AI adapts
The ROB chatbot and the Oracle receive context tied to your profession. Examples of questions they handle directly:
Vocabulary adapts to your practice
Dashboard
Dashboard
Clients
Clients
Meetings
Tax reviews
Get started as Tax advisor / Accountant
Free during public beta · No card required · No commitment