Automate Client Data Preparation
for French Declarations
Taxpert Pro helps your clients organise income before it reaches your team, so you receive cleaner, more consistent declaration-ready data instead of starting from raw spreadsheets and messy statements.
The Client Bridge
The Link: Send your client a simple URL link.
The Intake: Clients complete the household flow, upload source data, and categorise income while the tool handles structure and consistency.
The Output: Your team receives a standardised PDF summary and CSV audit trail organised by income category.
Sample output showing the cleaner handoff the pro workflow is designed to create.
Security & Compliance by Design
Designed with data integrity in mind.
Structured client inputs
A better workflow starts by collecting more consistent source information before your team begins review.
Better audit trails
Summary outputs and supporting CSV exports are designed to make checking the underlying data faster.
Lower admin friction
The aim is to reduce repetitive preparation work so firms can spend more time reviewing and advising.
Pilot-first rollout
The current focus is a public demo and pilot intake so the workflow can be refined with real professional feedback.
Built by an IT professional, refined by years of real tax admin friction
After years of navigating French administration and organising financial data, Taxpert was built to turn repetitive preparation work into a clearer workflow.
The pro side of the platform is aimed at the recurring bottleneck many firms face: receiving client data in inconsistent formats and spending too much time cleaning it before real review can begin.
Ready to recover your time?
Apply to join the pilot program and test the prototype with your clients.