See Portiva on a real inbound tax inquiry — end to end.
One session with a founder and one engineer. We run a live intake on a case you bring, walk through the generated brief, and answer the specific questions your partners will ask. No scripted pitch, no slides.
Five things, in order.
If you want something else on the agenda, tell us in the booking note and we'll adjust.
A real intake, live
We paste a sample inquiry — or one you bring — and run it through Portiva while you watch the AI ask follow-ups and fill the schema.
The brief your advisor opens
We walk the full tax brief, section by section — executive summary, client facts, open issues, recommended next step.
Where it fits in your stack
Email · DATEV · Berufsordnung · handoff to your consultant. We explain what's wired and what's on the roadmap.
Your exact security questions
EU hosting, data retention, pseudonymisation, Verschwiegenheit, AV-Vertrag. We answer on the call, not in a follow-up PDF.
What a pilot would look like for you
14 days · one intake flow · one vertical. Success metrics agreed before we start. No pricing ambush.
A 2-minute preview of the live flow.
Click through the four stages below. This is exactly the order we'll demo — with your data, not ours.
Inbound inquiry arrives
Email, web form, WhatsApp — any channel. Italian in this example.
AI asks the right follow-ups
In the client's language. Targeted, not a questionnaire.
Schema fills in real time
Residency, income, deadlines, missing docs — all structured.
Brief hits your inbox
Consultant-ready. One click to open, three minutes to triage.
⏱ Portiva receives the message at 09:02:14 · first AI response in 38 seconds
1. Qual è la data prevista di arrivo in Germania e l'indirizzo di residenza?
Executive summary
Italian self-employed lawyer relocating to Munich for 18 months. Dual-residence conflict emerges in late 2026. AIRE registration is the cleanest path; DTA tie-breaker analysis required on residual IT properties and clients.
Recommended next step
- 30-min kick-off call · confirm AIRE timing and property rental structure
- Collect: lease, anagrafe exit cert., 2025 Italian tax return
- Produce DE residency memo + dual-country 2026 filing plan
Download the full sample brief
Anonymised IT→DE relocation case. PDF, 3 pages, exactly what your advisor would receive.
20 minutes. Your inbox gets a real brief afterwards.
Pick a slot. You'll receive a calendar invite with a short pre-call note — one line about your firm, your main vertical, and a link you can share with a partner if you want them on the call.
Great — slot reserved.
Check your inbox for the calendar invite. We'll send a one-line pre-call note 24 hours before.
Can't find a good time, or want an async walkthrough?
Reply once to hello@portiva.eu — we'll record a 4-minute Loom tailored to your firm's case mix.
Two people. Both run Portiva daily.
[Founder — Product]
Runs the first Hamburg tax pilot hands-on. Will walk the workflow, roadmap, and pilot terms.
[Founder — Engineering]
Owns the intake engine, EU hosting posture, and DATEV integration. Answers security questions on the call.
EU hosting, GDPR-first
Data stays in Frankfurt. No US sub-processors for client data.
Security details →No sales SDR loop
One call with the founder and engineer. Pilot decision within a week, not a quarter.
Pilot terms on the call
14 days · 1 intake flow · 1 vertical · success metrics agreed upfront.
Pricing & pilot →