The portal pays for itself before April 15.
Accounting is the least flashy vertical on this site and possibly the best ROI. High client retention, recurring revenue, an operational pain (document collection) that a portal genuinely fixes, and AI-referral volume that's growing quietly but steadily.
Three operational facts that make the ROI obvious.
Three outcomes: Get Found. Always Answering. Always You.
Stake 01 · Clients stay 5–10 years.
High LTV, predictable churn. One new client covers the entire engagement and then some — and keeps covering it for a decade. Get Found
Stake 02 · Document chase eats tax season.
Clients send documents by email, WhatsApp, photo, and PDF — unstructured, unversioned, unsorted. A proper portal turns this into a single flow, saves your team tax-season weekends. Always You
Stake 03 · AI is quietly routing clients to you.
"Steuerberater für Solo-Selbständige in München" and "CPA for e-commerce sellers" are rising query volumes. The firms getting these referrals are the ones whose specialty is readable to AI. Get Found
The full build, tuned to accounting.
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01 · Specialty-forward site
Industry niches, client types, jurisdictional tax expertise structured for AI. If you specialize in SaaS, cross-border, e-commerce, or freelancers — your site should say so in language prospects actually search. Get Found
02 · Tax-season AI assistant
Handles "when's my filing deadline?" and "where's the form I sent you?" in any language, 24/7. Pays for the whole year in two tax-season weekends your team didn't have to work. Always Answering
03 · Document portal
Structured collection flows for tax documents, receipts, bank statements, payroll. Clients upload once, you stop chasing. Version-controlled, audit-logged, integrated with your practice management tool. Always You
04 · Vertical integrations
Xero and QuickBooks on day one. DATEV, Contpaq, and Sage on request — scoped per engagement.
Wired into the books your firm already keeps.
We build solutions that connect seamlessly with the platforms you already use—so your workflow stays smooth.
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
Xero
QuickBooks Online
Stripe
Google Workspace
HubSpot
Microsoft 365
Dext / Hubdoc
DocuSign / Adobe Sign
DATEV
Contpaq
Sage
CCH / Lacerte / Drake
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero
CCH / Lacerte / Drake
Sage
Contpaq
DATEV
DocuSign / Adobe Sign
Dext / Hubdoc
Microsoft 365
HubSpot
Google Workspace
Stripe
QuickBooks Online
Xero