Andorra Resident
A six-language platform for a residency and tax consultancy, with a client portal, an in-house CRM and an AI content agent.
For established businesses
AI for accountants & tax advisors
Fewer reminders. More advice.
Deadlines don’t move, and neither does the pile of documents you need from clients. I help accounting and tax practices automate collection, sorting and routine questions, so your team spends its time on the advice clients actually pay for.
Sound familiar?
- 01
Weeks go into chasing clients for the same documents every quarter.
- 02
Transactions and receipts are sorted by hand before the real review can start.
- 03
The same client questions arrive by email and WhatsApp, in several languages.
What it looks like
Quarter-end without chasing clients
Each client gets their checklist, uploads from their phone, and the figures land in a review table your team confirms. Reminders and deadlines take care of themselves.
01A checklist when the quarter closes
When the quarter closes, the dashboard sends each client their Q3 checklist: sales and purchase invoices, bank statement, payroll. Café Nord S.L. starts at 0 of 4.
02Clients upload from their phone
The client uploads from their phone: photos of receipts and the bank statement as a PDF. The checklist moves to 3 of 4 on both screens.
03Figures read out, to review
The totals are read out of the documents into a review table: date, supplier, net and VAT. They're marked Extracted · to review, not final, and a VAT amount that doesn't add up is flagged.
04A person signs off
J. Ortega checks each line, corrects the flagged VAT by hand and confirms the figures. A person always signs off the numbers.
05Reminders and the deadline
A reminder goes to the client's phone for the one missing item, and the Q3 VAT return deadline sits in the firm's calendar. The firm still prepares and files the return itself.
Recreated with demo data — no real client information.
What I’d build for your firm
- Client documents collected and chased automatically
- Transactions and receipts pre-sorted, ready for your review
- Routine client questions answered in their own language
- Deadline calendars per client, with reminders that go out on time
- Client portals where documents, status and messages live in one place
- A clear, multilingual website that brings in the right clients
Built around what you already use
No new software to learn — it connects to the tools your team works in today.
- Your accounting software's exports
- Excel and Google Sheets
- Outlook or Gmail
- Client uploads from their phone
- Calendar and filing deadlines
- E-signature
How it works
You keep running the firm. I upgrade it in parallel.
- 01
Strategy & planning
One short session with you and your team — then I shadow the work to find where the hours actually go.
- 02
Design & build
I build and test the tools next to your current way of working. Nothing changes until it’s proven.
- 03
Launch & automate
Your team is trained, has clear rules for AI, and owns everything I built.
What stays in your hands
Tax data handled with care
Client documents stay in tools set up for confidentiality, under GDPR; nothing is used to train AI models.
An accountant checks every figure
Extracted figures stay marked “to review” until someone on your team confirms them.
A clear trail
Every request, upload and correction is logged, so you can show where each number came from.
Already running at Andorra Resident, a residency and tax consultancy: a client portal and CRM keep every case moving, and an AI agent drafts next month’s content for approval.
What it costs
Fixed prices in writing before anything starts. Most firms start with the free AI check.
Website
A fast, multilingual site that sells.
From €2,900
- Structure, design and build
- Up to ten languages
- Forms into your CRM, sheet or inbox
- SEO, analytics and hosting set up
PlatformMost complete
Site, portal and automations in one.
From €8,500
- Everything in Website
- Client portal and admin back office
- Automated emails and lead flows
- An AI assistant or agent where it pays off
AI training
Hands-on AI training for your team.
From €950 / half-day
- Sessions on your team’s real work
- Which tasks to hand to AI — and which not
- The fewest tools that do the job
- Written rules for what data goes where
AI Transformation Sprint · From €18,000
Rebuild how your business runs — for the AI age.
Prices excl. VAT/IGI. Optional care plan — hosting, updates and small changes — from €79/month.
Already in practice
Related work
Andorra Resident collects documents from clients, checks them off one by one, moves each case through five stages and keeps clients updated — the daily rhythm of an accounting practice.
Questions
Questions from firms like yours
It can, which is why it prepares and your team reviews. AI takes the sorting and chasing off your plate; every figure is still checked by a professional.
Yes. Collection flows accept photos, PDFs and emails, and file them in one place so nothing gets lost in inboxes.
Websites start from €2,900, platforms and client portals from €8,500, and AI training from €950 per half-day; the AI Transformation Sprint starts from €18,000. You always get a fixed price in writing before anything starts (prices excl. VAT/IGI).
It depends on the scope — the proposal includes a timeline. From the first week you get previews on a live link, and nothing replaces your current way of working until it’s proven.
Yes. I start from what you have — your site, email, CRM, documents. What works stays; I connect to it instead of replacing it.
Other industries
Step by step · from first call to launch
Have a project in mind? Let's build it.
Tell me what you sell and what you need. I reply within one working day with next steps — or an honest “this isn’t for me”.