BuildCycle
// REFERENCE PROJECT: TAX-TECH · PRACTICE & CLIENT PLATFORM

inordo

Client work in order. More time for tax advice.

Tax practices need complete records before they can advise their clients. inordo brings documents, communication and tasks together for each client. The team can see responsibilities and outstanding items, while clients use the practice app to upload documents and complete their next steps. The public website makes the product tangible through a task demo with sample data.

Explore inordo →
inordoYour practice at a glance
inordo: task overview for the practice team
Documents and tasks, connected to the right client.
Industry
Tax practices
Type
B2B platform with a client app
// THE STARTING POINT

Missing receipts, scattered enquiries and unclear responsibilities take time away from advisory work. inordo brings this preparation into a shared process: from the first client enquiry to a structured client file. The practice retains responsibility for professional review and the release of prepared records.

// WHAT WE BUILT
✓Digital client onboarding in six steps, from initial enquiry through engagement acceptance to a complete client file.
✓A shared task view with responsibilities, statuses and due dates for the practice team.
✓A client app for documents, messages and next steps in the practice’s own branding.
✓Product website with an embedded sample-data demo and dedicated pages for creator and e-commerce workflows.
// THE CLIENT WORKFLOW
01 · Onboarding
Start with a clear brief
Capture interest, understand the client’s needs and agree the scope before accepting the engagement.
02 · Client file
Bring information together
Keep master data, documents and enquiries attached to the client so the team can follow the current status.
03 · Collaboration
Make the next action visible
The practice team works with responsibilities and deadlines. Clients see which documents or answers are needed from them.
04 · Review
Prepare the handover
The team reviews and releases the organised records for further work in DATEV. The technical handover method is agreed for the specific practice.
Outcome
0
steps in digital client onboarding
0
perspectives: practice team and clients
Status and limits

What is publicly online is the product website with a task demo on sample data. Professional review and release stay with the practice team. How prepared records reach DATEV is agreed per practice; a ready-made standard integration is not part of the scope shown here.

// PRODUCT VIEW

Responsibilities and outstanding tasks at a glance.

The task view published by inordo: client, owner, status and due date stay visible together.
The task view published by inordo: client, owner, status and due date stay visible together.
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