Automate Client Data Preparation
French Declarations

Wasting time sorting your client data? Taxpert Pro helps your clients organise their income, sending you a standardised complete declaration ready summary every time.

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The Client Bridge

The Link: Send your client a simple url link.

The Intake: Clients complete the household wizard and upload and categorise their income. The tool handles currency conversions and auto totals income.

The Output: You receive a standardized PDF summary and a CSV audit trail, organized by Income Categories e.g. State Pension.

Pro Export: Summary 2026 Tax-Ready

State Pension (Foreign) €12,450.00

Dividends (UK/US) €1,240.50

Rental Income €8,200.00

Currency conversion via ECB rates 2025/2026 applied.

Security & Compliance by Design

Designed with data integrity in mind.

Client-Side Processing

All data stays in the browser. Financial information is processed locally and is never sent to or stored on servers.

Official Exchange Rates

Compliance is built-in. All conversions utilize historical daily rates set by the Banque de France (ECB).

Zero PI Storage

We do not store bank account numbers or sensitive personal identifiers. All outputs use generalized labels for maximum privacy.

Full Transparency

Every report includes a source audit trail, allowing your team to verify the underlying data and rates in seconds.

Built by an IT Professional, Refined by 22 Years in France

After two decades navigating the French administration system and piecing together client data, I decided it was time for tools. Faced with my own experience or organising my data for declaration time, Taxpert was born.

My objective: to resolve the recurring bottleneck of organizing expat’s foreign income information to make it declaration ready. Combining my technical coding background with system thinking, I’ve created a bridge that allows small firms to automate the 'heavy lifting' of data processing.

Ready to recover your time?

Apply to join our pilot program and test the prototype with your clients.

Automate Client Data Preparation French Declarations