A day · Tax offices
Documents in, invoices out.
A private page for each client, dates in the calendar, quotes from your own rates. An illustration: names, amounts and times are made up, and nothing here is a customer story.
Who
An office like yours.
Who
A tax adviser with a small team and a few hundred clients.
Your say
You choose what each client sees. Dates are kept by the app and decided by you.
A day
What you ask, what happens.
- 08:30You ask: Which client dates fall in the next ten days?
Your AI: Reads the calendar and lists each date with whom it belongs to. Your say: You check every date against its source. The app keeps dates; it does not decide them.
- 09:45You ask: Send the Wendt family a form for their receipts this year.
Your AI: Builds the form and drafts the email with the link. Your say: The email waits in Approvals.
- 11:15You ask: Quote the income-tax return for the Wendts at our rates.
Your AI: Drafts a quote as a PDF from the rates you give it. Your say: You check the rates. Nabcloud applies no fee schedule.
- 14:00You ask: The quote was accepted. Make it an invoice.
Your AI: Turns the accepted quote into an invoice without retyping. Your say: You approve the invoice and the email.
- 15:30You ask: Show the Wendts their invoice on their page.
Your AI: Changes what their private page shows. An owner or admin made the link; the assistant cannot create one. Your say: You choose what to show and for how long.
Honest labels
What to keep in mind.
- Pre-betaIt is an illustration
Names, figures and times are made up. We have no customer stories to show yet.
- Pre-betaYour AI is the one you bring
Bring your own AI. What your assistant can do depends on the tools of your workspace and the permissions you give it.
- Not offeredFee schedules
Nabcloud does not apply professional fee schedules. You enter your own rates.
- Not offeredTax advice
Nothing here is tax advice.
- Pre-betaPortal
Messages and payment inside the portal are to be confirmed.