AI Tax Assessment: 9,800 Users from Zero, -61% Lead Qualification Time
TX4U - Cross-Border Tax Assessment Platform.
Challenge
Tax advisors at international firms spend hours on intake. A globally mobile professional arrives with activity across three jurisdictions, unclear residency status, and no idea what they owe where. Before any paid work begins, an advisor has to manually work through all of it just to qualify the lead.
That process doesn't scale. Every new client requires the same advisor hours. Growth meant hiring.
Key challenges:
- Manual intake: advisors spent hours qualifying each lead before any paid work
- Multi-jurisdiction complexity: activity across several countries with unclear residency status
- No self-serve path: clients couldn't understand liabilities without an advisor
- Doesn't scale: every new client required the same advisor hours
- Growth meant hiring — no operational leverage
Solution
We built an automated tax assessment platform that processes complex multi-jurisdiction profiles, simulates liabilities, and delivers structured jurisdiction recommendations — before a human advisor is involved. A team of 2 shipped in 1 month: 1 full-stack engineer and 1 PM + QA.
Assessment Engine
- Logic-based processing of residency status, income sources, and cross-border scenarios
- Handles multiple countries — no advisor input required
- Simulates liabilities before any human is involved
Dynamic Questionnaire
- Multi-step intake with conditional logic that adapts to each user's situation
- 72% of users completed it
- Captures qualifying data without advisor time
Country Comparison
- Side-by-side jurisdiction analysis with structured recommendations
- Users arrive at consultations already informed
- Clear view of what's owed where, across jurisdictions
Admin Panel
- Regulatory rules updated without redevelopment
- The firm maintains the logic as tax law changes
- No engineering dependency for ongoing compliance updates
Result
Business Impact:
- 🚀 9,800 registered users, starting from zero
- 🎯 34% of users converted to paid advisory consultations
- ✅ 72% questionnaire completion rate
Operational Efficiency:
- ⚡ −61% lead qualification time
- 📈 +48% advisor capacity — with no new hires
Technologies
One short call. We will tell you honestly whether we can help, what we would do first, and what it would return. No obligation, no hard sell.
Oliver Romanov
Founder at Time2Launch