How you work with TaxHILFE
Your practice, in one place
From the first client enquiry to the finished return — one continuous workflow.
Engagements as cases
Every engagement as a structured case — tasks, receipts and status at a glance. Workflow stages and a board show where every case stands.
Receipts & documents
Clients upload receipts securely; everything stored GDPR-compliant.
Appointments & reminders
Schedule consultations and send automatic reminders.
Secure messaging
Message clients in-platform — no email clutter, the full thread kept on the case.
One engagement in TaxHILFE
A day with client Sunshine Bakery
How Weber & Partners runs the 2024 annual accounts — from the first receipt to on-time filing, all in one place.
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Case created
Annual accounts 2024 · Sunshine Bakery Ltd
One structured case holds every task, document and the history of the engagement.
Account reconciliation Fixed-asset register E-balance sheet -
Documents uploaded
Ms Sunshine uploads securely
The client adds documents herself — stored GDPR-compliant, no email attachments.
Bank_statements_2024.pdf Cash_book.xlsx Sales_invoices.zip -
Nexum AI
Receipts summarized in seconds
I've summarized the Q1–Q4 bank statements and flagged two unusual entries over €4,200. Shall I draft a query to the client?
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Client message
The entertainment expenses are still missing an internal receipt. Could you add it?
Done — just uploaded it. ✅
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Appointment set
Closing review
15 March, 10:00 · reminder sent automatically.
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Filed on time
Annual accounts submitted
The client sees the status in real time — no chasing by email.
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.