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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.

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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.