For expat tax advisers · Relocation consultants · Boutique relocation firms
Client intake reports for expat tax and relocation advisers
Send one branded assessment link. PopaDex turns the client's relocation details into a client-facing finance report and an adviser-facing intake summary.
No demo required · €149/month · Cancel anytime
Every client arrives with the same messy set of questions
Can I afford the move? What will my rent-adjusted income actually be? How long until the relocation pays for itself? Clients ask the same affordability questions in every initial call, and the honest answer takes time to work out properly. By collecting the financial context upfront and turning it into a clear client-facing report, advisers spend less time on estimation and more time on advice.
Three steps
Send the client a branded assessment link
They enter salary, rent, destination and relocation budget.
The client reviews their personalised report
A relocation finance summary before the consultation.
You receive an adviser-facing intake summary
Salary comparison, disposable income after rent, cost payback estimate and a note on missing information.
See the client and adviser report format
The sample shows both the client-facing relocation report and the adviser intake summary.
View sample reportThe report covers
- Salary comparison (current vs. destination)
- Rent-adjusted disposable income
- Relocation cost payback estimate
- Savings-rate estimate
- FIRE impact (optional client-controlled)
- Adviser-facing intake summary
- Missing information checklist
Clients control what gets shared. The assessment collects financial context upfront. 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 client intake reports per month
- Branded intake assessment link
- Client-facing relocation finance report
- Adviser-facing intake summary
- Savings and payback estimates
- 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?
A personalised relocation finance report showing estimated take-home pay, rent-adjusted disposable income, monthly savings estimate and relocation cost payback. It is formatted to be shared easily with a partner or family member.
What does the partner see?
An intake summary showing the client's salary context, disposable income comparison, savings estimate, relocation budget and the questions most worth exploring 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.
Give clients something concrete before the first call
No demo required · €149/month · Cancel anytime