For tax advisors
New client intake without the questionnaire.
Say in one sentence who the new client is. qapt asks them the open questions in a short chat on their phone, follows up by itself, and returns the client master record with every field marked confirmed, open or flagged.
Build my workspaceNew client ABC, get everything for the engagement.
You, to qapt- Company name and legal form
- Public register data
- Owners
- Bookkeeping status
- Software in use
- Deadlines
Client master record
With the engagement checklist filled in.
Why a conversation instead of a PDF form
Nothing is asked twice
What qapt already knows, from the client's website, your notes or a document you add, is shown for confirmation instead of being asked again.
Answers in their own words
Clients type or speak their answers. qapt explains a question when someone is unsure, for example what is meant by the state of the bookkeeping.
Follow-ups are not your job
If the client stops halfway, qapt reminds them by email after 24 and 72 hours, when an email address is known. You see what is still open.
Questions
- What does the client need?
- Only the link you send. The chat opens in the browser on a phone or computer; there is nothing to install and no account to create.
- Where is the data processed?
- qapt and the AI models it uses run in Microsoft Azure data centres in the EU.
- In what form do the answers come back?
- As a record in your qapt workspace, with the state of every field. You can export it as PDF, Markdown or JSON, or have it sent to your own system through a webhook.
