
TaxFeedTaxy.io
Taxy.io TaxFeed is a proactive information service for tax advisors, automatically identifying relevant legal changes and client-specific advisory needs through intelligent monitoring and matching of legal developments.
Vendor
Taxy.io
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Product details
TaxFeed
Taxy.io TaxFeed is an intelligent, proactive information service designed for tax advisors. It continuously monitors legal developments in Germany and Austria, matches them with client-specific tax situations, and identifies relevant advisory opportunities. The platform delivers tailored updates and actionable insights, helping advisors stay ahead of regulatory changes and client needs.
Features
- Automated Legal Monitoring: Tracks thousands of legal updates and court rulings.
- Client Fingerprinting: Maps individual client situations to identify relevant changes.
- Advisory Opportunity Detection: Highlights which clients require immediate attention.
- Tailored Information Delivery: Customizes updates based on advisor roles and areas of expertise.
- Solution Suggestions: Provides direct recommendations and action steps for identified issues.
- Dashboard Interface: Centralized view of all relevant updates and client matches.
Capabilities
- Real-Time Matching: Connects legal changes with client profiles automatically.
- Scalable Intelligence: Supports large advisory firms with diverse client portfolios.
- Role-Based Customization: Ensures relevance for different team members.
- Cross-Jurisdictional Coverage: Includes legal developments from Germany and Austria.
- Integration-Ready: Can be embedded into broader advisory workflows and platforms.
Benefits
- Enhances advisory quality through timely, relevant insights.
- Reduces manual research and monitoring workload.
- Improves client satisfaction with proactive service.
- Strengthens compliance and risk management.
- Enables scalable, data-driven advisory processes.
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