For expat tax advisers · NHR / IFICI · Beckham Law · 30% ruling
Collect cleaner client facts before the first expat tax consultation
Send clients a structured pre-assessment link and receive a clear summary of their move timeline, income context, country pair and missing information.
No demo required · €199/month · Cancel anytime
The first consultation starts too late
Most tax consultations start with the adviser chasing the same facts: when are you moving, what is your income structure, do you have property in both countries, is your employer a local or foreign entity. Clients send this in bits and pieces over several emails. By the time the adviser has a complete picture, they have already spent an hour that should have been billable. The pre-assessment collects it all before the first call, in a format that is actually useful.
Three steps
Send the client your branded pre-assessment link
It takes about 90 seconds to fill in.
The client enters their details
Move timeline, income categories, employment type, housing status and country pair.
PopaDex generates a structured intake summary
Key facts, residency context questions and a missing-information checklist, ready before the first call.
See the intake summary format
The sample shows the adviser-facing summary and the client-facing relocation finance snapshot your clients receive.
View sample reportThe intake summary covers
- Move timeline and key dates
- Origin and destination country
- Income categories (employment
- self-employment
- rental
- investment)
- Employment type and employer location
- Housing assumptions for both countries
- Residency context questions relevant to the destination regime
- Missing information checklist
- Client-facing relocation finance summary
Clients control what gets shared. The pre-assessment collects the information needed for intake. The partner receives a structured summary only after the client submits. Nothing in the report is personalised advice. This is a planning and intake tool.
Founding Partner Plan
50 pre-assessment reports per month
- Branded pre-assessment link
- Adviser-facing intake summary
- Client-facing finance snapshot
- Missing information checklist
- Month-to-month subscription
Month-to-month · Cancel anytime
Founding partner pricing. Help shape the first production version.
Questions
Is this financial, tax or legal advice?
No. This is an estimation and planning tool. The figures are based on publicly available tax data and standard cost-of-living indices. Nothing in the report is personalised advice, and clients should consult qualified professionals before making financial or tax decisions.
Which countries are supported?
The initial release covers the most common expat corridors: the UK, Germany, Netherlands, Portugal, Spain, France, Ireland and the UAE. We are expanding coverage based on partner demand.
Can we use our own branding?
Yes. Your logo, your domain subdomain and your colour scheme. Clients see your brand, not ours.
What does the client see?
The client sees your branded pre-assessment form and, once submitted, a personalised relocation finance summary based on their inputs. The full tax detail is for the adviser.
What does the partner see?
After the client submits, you receive a structured intake summary: move timeline, income breakdown, country pair, housing context and a list of questions to address in the first consultation.
Can clients control what gets shared?
Yes. Clients fill in a standard assessment. Nothing is shared with the partner until the client explicitly shares the report. The full financial details remain with the client unless they choose otherwise.
Do we need a demo call?
No. You can sign up, set up your portal and send your first link without speaking to anyone. If you have specific questions, we are reachable by email.
Can we cancel anytime?
Yes. Month to month, no minimum commitment.
Is this ready today?
We are onboarding a small number of founding partners. Early customers get the first report workflow and help shape the first production version.
Start collecting cleaner client facts before the first call
No demo required · €199/month · Cancel anytime