Stop losing inbound tax clients to slow first response.
Portiva Tax qualifies new inquiries, collects the right information in the client's language, and delivers a structured case brief — so your consultants open a ready-to-work file, not an empty email thread.
Tax intake is the bottleneck, not the advisory work.
Residency confusion, DTA complexity, and missing documents turn every new inquiry into a long back-and-forth before a consultant can even scope the case.
Without Portiva Tax
With Portiva Tax
From a messy tax inquiry
to a structured case brief in minutes.
Same workflow you already know — a senior advisor's first triage — turned into a reliable, repeatable intake layer.
Client inquiry
Structured tax facts
Built for the seven cases
that fill your inbox.
Each intake flow is tuned to the facts a senior consultant would actually want — the same questions you already ask, asked once, structured, in the client's language.
Tax residency
The "where am I tax resident?" conversation — resolved at intake. Portiva collects residence history, days present, centre of vital interests, and flags the 183-day and tie-breaker questions.
Double taxation & DTA
Treaty-relevant facts captured before a consultant reads a single article. Residency status per country, type of income, employer location, and existing filings — all tagged to the right DTA provisions.
Freelancer & contractor
Kleinunternehmer status, VAT thresholds, expense structure, and Gewerbe vs. Freiberuf classification — captured up front.
Relocation tax
Move-in dates, exit tax exposure, equity vesting schedules, and source-country obligations — so the first call has the full picture.
Expat filing
English-speaking clients filing a German return for the first time: income, deductions, church tax, health coverage, Anlage N/AUS routing.
Non-resident & limited liability
Rental income in Germany, directors' fees, German-source employment days — beschränkte Steuerpflicht mapped cleanly, with the documents needed to file.
Cross-border business & structure
Holding structures, permanent-establishment risk, intra-EU VAT, and transfer-pricing touchpoints — screened at intake so the right specialist in your firm takes the case.
Four common firm shapes.
One intake layer.
Configured in days, not quarters. Pick the shape closest to yours — we'll tell you on the demo if Portiva is actually the right fit.
General tax practice
Mixed German client base, occasional expat and cross-border cases that take disproportionate senior time.
- Triage all inbound into one queue
- Flag complex cases automatically
- Pre-fill standard case types
Expat-focused firm
Most inbound comes in English, often with incomplete residency picture and tight filing deadlines.
- EN intake, DE brief out
- Residency + DTA pre-screened
- Docs requested up front
Cross-border specialist
Business-owner and high-complexity cases, often spanning DE/AT/CH and one non-DACH jurisdiction.
- PE risk + structure captured
- Route by case type to specialist
- Source-country docs flagged
Multilingual firm
Clients come in 4–5 languages; first response time varies by who's on shift that day.
- Any EU language detected
- Unified brief in one language
- 24/7 first response
This is what your team
opens on Monday morning.
A real example of the brief Portiva generates from a tax-residency inquiry. One document, every fact, clear next step.
Case #2847 — Tax residency + DTA (IT → DE)
Marco Rossi — Italian citizen, relocated to Germany in March 2025, remote employee of a US company. Reached out via the hosted intake link in Italian, completed intake in ~7 minutes.
Three steps. Zero admin overhead.
Client starts the conversation
Hosted link, website widget, or Telegram. Portiva engages instantly in their language — IT, EN, DE, FR, ES. No forms, no phone tag, no German-only walls for expats.
Portiva asks the right tax questions
Residency, income sources, relocation timeline, employer structure — tuned to the case type. Documents requested at the point they become relevant, not at the end.
Your team receives a tax brief
Issue type, client facts, key unknowns, missing documents, urgency, recommended next step. Your consultant opens a ready-to-work case in your working language.
Run a tax pilot.
Not a big rollout.
Try Portiva Tax on one intake flow, with one team, against success metrics you set. See the value on your actual pipeline — residency, DTA, expat filing, or whichever case type fills your inbox — before committing.
Common questions from tax firms.
See Portiva Tax on your
actual case types.
Book a 20-minute demo, request a tax pilot, or tell us about your firm. We'll show you exactly how Portiva fits your practice — residency, DTA, expat filing, or whichever case type fills your inbox.