A web platform that automates first-step cross-border tax assessments for international professionals. It qualifies leads 61% faster, and 34% of users go on to book a paid consultation.
Client: International tax advisory firm
Industry: FinTech, Tax & Professional Services
Platform: Web
Timeline: 1 month
Team: 2 specialists
Our role: Full platform development, from architecture to production
Result: 61% faster lead qualification
61% faster - lead qualification for tax advisors
34% - of users converted to paid consultations
9,800 - registered users in six months
72% - of users completed the full questionnaire
+48% - more advisor capacity with no new hires
People who live and work across several countries often don’t know where they owe tax. Before advisors can even decide whether to take on a new client, they have to review residency, income sources and activities in every country involved.
This manual intake takes up hours of expensive advisor time and limits how many clients the firm can serve.
Slow intake. Every new enquiry needed a manual review before any real advice.
Expensive advisor time. Senior specialists spent hours on basic qualification.
Confused clients. Prospects didn’t understand their situation before the first call.
Growth meant hiring. More clients meant more advisors.
Automated the first assessment. A rules-based engine analyses residency, income sources and cross-border situations across several countries and produces a structured assessment, with no advisor needed at this stage.
Built a smart questionnaire. The multi-step form adapts to each person’s answers, asking only what is relevant, so complex tax intake feels simple.
Compared countries side by side. Users see clear jurisdiction comparisons and structured recommendations before speaking to an advisor.
Simulated potential tax. Users can explore estimated tax liabilities for different scenarios based on the information they provide.
Gave the firm control of the rules. An admin panel lets the team update tax rules and assessment logic without new development.
Delivered in one month. Our team took the platform from architecture to production in four weeks.
In the first six months, the platform turned slow manual intake into an automated pipeline of qualified clients.
This cross-border tax assessment platform automates initial tax evaluations for internationally mobile professionals before they meet a tax advisor. Time2Launch delivered it from architecture to production in one month with a team of two: a full-stack engineer and a project manager who also handled QA.
Key features include a rules-based multi-jurisdiction assessment engine, a dynamic questionnaire with conditional logic, side-by-side country comparisons, tax liability simulation and an admin panel for managing regulatory rules. The assessment is an initial evaluation and the final advice always comes from a qualified advisor.
The project reflects our experience in web application development and AI consulting for professional services. Want to automate client intake or complex assessments? See our digital transformation services.
Related case studies: Tener.AI — AI Recruiting Platform · AI B2B Telecom Marketplace
Your request will be my top priority once it reaches my inbox. I will make sure that the best team that fits your task will contact you as quickly as possible.
Oleg Romanov
Founder at Time2Launch
hq@time2launch.uk
Call
+44 7496 000 511
