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For Tax Advisors & Firms

Your client portal — receipts, documents, communication

No more email attachments and shuttle folders. One portal where your clients upload receipts, access documents, and communicate securely.

Create your portal now

Start for free, no credit card. You see the draft before you pay anything.

Tax advisor with a digital client portal for receipts and documents

Five specialists work on your project. You only talk to one.

Why it hasn't worked so far

Receipts via email & postal mail

Clients send receipts as email attachments, by post, or bring them in a shoebox. Sorting takes hours.

Sensitive data sent insecurely

Tax assessments, payslips, and contracts sent via unencrypted email — that's neither secure nor GDPR-compliant.

Clients constantly asking for updates

"Is my tax return done?" — this question costs you and your team time every day. A portal answers it automatically.

Online in three steps

1

Describe your firm

What clients, what processes, what documents? Nopex understands what your firm needs.

2

Your portal is built

Document upload, file storage, status display, secure messaging — all encrypted and GDPR-compliant.

3

Clients start using it immediately

Send an invitation link — clients upload receipts and see the status of their cases in real time.

What you get out of it

-3h/day

3 hours less sorting work/day

Receipts arrive digitally, categorized, and in the right place. No more sorting.

100% compliant

GDPR-compliant & encrypted

End-to-end encryption, hosted in Germany. Your clients trust you — rightfully so.

Happier clients

Clients see the status, download documents, and never again feel left in the dark.

Saves money for both of you

Fewer shuttle folders, less postage, fewer follow-up questions. Efficiency for firm and client.

Since the portal, clients no longer call to ask about their tax return. That alone saves us half a position.

9,99 €/month

Instead of 19,00 € · 47% off

Your own web address, the secure connection and keeping it running are all included — none of it is your job. Starting costs nothing: you begin on Free and only move to Starter when it should go live.

Start for free

Before you ask

Can the portal be connected to DATEV?

Yes, through interfaces the portal can communicate with DATEV and other accounting software solutions. We'll clarify this individually.

Is this more secure than email?

Significantly. All data is encrypted, access is password-protected, and transmission uses secure connections. GDPR-compliant.

Can clients photograph and upload receipts?

Yes! The portal works on mobile — photograph a receipt, upload it, done. Even with automatic text recognition available.

How does the cost compare to existing solutions?

Significantly less than established client portals — and you get exactly the features you need. No unnecessary extras.

One sentence is enough to start.

Describe what you need in two sentences. You'll see the first draft within minutes.

Create your portal now