Client onboarding · the VAT & tax edition
Client onboarding for VAT and tax practices: no stall, no drop-off, no unanswered question.
An elite 2027 take-on moves a client from "I want this" to paid, documented and inside their own portal: their countries, a saved quote, payment, then the engagement letter, directors' ID, beneficial owners, company documents, sales channels and stock, the numbers they already hold and every authority signed, with every question answered along the way. No objection left standing, no lead lost to a form.
No sign-up. The demo is set up as a VAT and tax practice, Callaghan & Rebane, with a fictional client, Alder Street Imports. Let it drive, or click through yourself.
Every question answeredThe AI assistant sits at the foot of every screen and answers in the client's own language, so no question becomes a reason to stop.
Every person, every languageA multi-language flow for every client from every corner of the globe. Three languages in this demo; your build in every language your clients write in.
Straight into your own portalThe flow links directly to your bespoke portal and hands the new client to your analysts, fiscal representatives and managers alike.
The live demo
Watch a client being taken on, or do it yourself.
The service they came for, their details first, their countries and the One-Stop Shop, a saved quote, payment, then the seven take-on steps a VAT practice runs: engagement letter, directors' ID, beneficial owners, company documents, sales channels and stock, the numbers they already hold, and authority to act. The strip above the widget says what each step does for you.
Prefer it on its own page? Open the demo full screen.
Where the value is
What an elite take-on does for the practice.
- No objection, no stall, no drop-off. A client's questions are answered where they arise, by the assistant, in their language, before they become a reason to leave.
- Every person, every language. The flow caters for every client from every corner of the globe, and the words stay yours to approve.
- Details first, price when they are ready. The lead is captured before any figure is shown; the quote is saved under a reference they can come back to.
- Stock in a country they forgot becomes an offer, not a surprise. Where they sell and hold stock is asked in the flow, so a registration they need is offered with its price, never discovered later.
- Straight into your own bespoke portal. The new client, their documents and every signed authority land on the desks of your analysts, fiscal representatives and managers at once. Nothing is re-keyed.
Your own flow, built around your services: £950–£1,950, fixed in writing before we start, as an additional service to your portal. See pricing
Questions
What practices ask about onboarding.
What does an onboarding flow like this cost?
£950–£1,950 as an additional service, fixed in writing before we start. The portal itself is £4,950–£9,950 setup, then £595 a month.
Which languages does the flow run in?
The client chooses on the first screen. This demo runs in English, Deutsch and Français; your build runs in the languages your clients write in.
What happens when the client finishes?
They land in their own portal, and their documents and signed authorities reach your team's desks at once.
Does the flow ask where the client sells and holds stock?
Yes. Where they sell and hold stock is asked in the flow, so a VAT registration they need is offered with its price instead of being discovered later.