How you work with TaxHILFE
Customer engagements clearly organized
From first contact to ongoing care — one system for customers, appointments and documents.
Engagements as cases
Every customer relationship as a structured case with tasks and history.
Appointments & reminders
Schedule consultations and send automatic reminders.
Share documents securely
Exchange and store documents with customers, GDPR-compliant.
Secure messaging
Message customers in-platform — no email clutter, the full thread kept on the case.
One engagement in TaxHILFE
Onboarding customer Mr Weiss
How Vogel Insurance takes on a new customer — from the first review to a documented cover overview, all in one place.
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Case created
Cover review · Mr Weiss
One structured case holds the engagement — tasks, documents and every conversation.
Needs assessment Policy checklist Review meeting -
Documents uploaded
Mr Weiss shares his policies securely
The customer uploads his existing policies himself — stored GDPR-compliant, no email attachments.
Health_policy.pdf Liability_policy.pdf Home_policy.pdf -
Nexum AI
The policies, summarized in seconds
I've summarized Mr Weiss's three policies and noted that one renews next month. Want me to draft an overview for the review?
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Customer message
Could you also upload your current car insurance policy?
Done — just uploaded it. ✅
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Appointment set
Cover review meeting
24 March, 16:00 · video call, reminder sent automatically.
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Shared with the customer
Cover overview documented
Mr Weiss sees the overview and next steps in his portal — everything in one place.
Nexum AI
Your AI co-pilot — in every engagement
Nexum drafts replies, summarizes documents and researches. You stay in control and approve every draft.
- Draft replies Nexum pre-writes client messages and emails — you review and send.
- Summarize documents Long documents and threads distilled to the point in seconds.
- Research faster Ask about the matter and get a well-founded draft as a starting point.
- In the client's language Write content automatically in your clients' preferred language.
Find the Right Plan
Simple, transparent pricing. No hidden fees, no commission — and every plan includes Nexum AI.
Free
- Up to 3 active clients
- Basic profile listing
- Messaging & calendar
- 50,000 Nexum AI credits / month
- AI models: Fast
- Email support
Starter
- Up to 100 active clients
- Profile listing
- Messaging & calendar
- 11,000,000 Nexum AI credits / month
- AI models: Fast, Standard
- Document management
Professional
- Up to 240 active clients
- Priority listing
- Advanced analytics
- 25,000,000 Nexum AI credits / month
- AI models: Fast, Standard, Pro
- Professional badge
Business
- Unlimited active clients
- Highest priority listing
- Dedicated support
- 55,000,000 Nexum AI credits / month
- AI models: Fast, Standard, Pro, Max
- Team management
All plans include full platform access. Upgrade or downgrade anytime.