Brokers and banks

Offer clients tax reporting managed through admin

Give your teams a workspace to support clients’ investment-income filings, with a dedicated administration interface.

Discuss a rolloutSee security
  • Admin space for your teams
  • Simplified client journey
  • Automated tax calculations

Admin interface

Your teams track client files, follow up when needed and review generated documents in one place.

Client experience

Clients import statements and receive French tax forms ready to report on impots.gouv.fr.

Deployment

We adapt rollout to your organisation: onboarding, access rights and team enablement.

FlashFiscal for brokers and banks | FlashFiscal