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
Nabcloud has no AI of its own. 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.