For expat tax advisers · founding-partner workflow
Structured client pre-assessments before the first call
Send a branded intake link, collect the current and post-move facts needed by the live expat tax pre-assessment workflow, and generate a client-facing report. This is intake and scenario support—not tax filing, bank aggregation or an always-current client net-worth portal.
The sample is a static illustration of the expat tax intake product and uses fictional inputs. Client consent is required before collecting personal data.
What the workflow actually does
| Step | Live behaviour | Adviser responsibility |
|---|---|---|
| Configure | Create the partner profile and intake link; configure the shipped question sections where allowed. | Use accurate firm identity and an appropriate privacy notice. |
| Collect | The client submits structured current-income, expected post-move income and one-off cost inputs. | Obtain consent and avoid requesting data that is unnecessary for the assessment. |
| Generate | PopaDex produces a pre-consultation report and separate client/adviser access tokens. | Review every result; calculations are inputs to professional judgement. |
| Share | A client-facing result can be emailed when an address is supplied. | Confirm the recipient and handle corrections or deletion requests. |
Important limits before onboarding a client
- The live offer is an expat tax pre-assessment intake, not regulatory advice, a tax return or a filing decision.
- It does not continuously connect client banks or brokerages, calculate always-current net worth, or monitor foreign-account thresholds from live account history.
- It does not replace your engagement letter, data-processing assessment, professional review or local compliance duties.
- Do not use the public demo as evidence that a real client's facts will produce the same result.
Evaluate it with one fictional case first
- Review the fictional expat tax pre-assessment sample and inspect the stated product boundary.
- Create a partner account and review the intake questions before sharing a link.
- Run one internal fictional case and verify every assumption.
- Only then invite a consenting client and review the report before use.
- Upgrade if the workflow saves enough preparation time to justify the monthly offer.
Evidence and privacy
This page was verified against the live Reports routes, partner plan configuration, assessment and result models, and product-readiness tests on 19 September 2026. Pricing is shown only for the active expat-tax offer; confirm the actual checkout before purchasing.
Review the privacy policy, security documentation and corrections policy. For a consumer balance-sheet workflow, use the net worth tracker product page.