AmandaAmanda

For professional partners

Amanda for Accountants & Cross-Border Advisers

Structured client intake, clearer cross-border exposure, less admin.

Partner with AmandaSee the client experience

If this sounds familiar

Cross-border clients are rewarding work, but the onboarding is painful. You already know the problems:

  • Incomplete client data — you chase the same documents across multiple emails and calls.
  • Unclear residency position — split-year confusion, dual residency claims, no clear timeline.
  • Multiple countries, multiple forms, missing documents — hard to know what applies until you dig in.
  • Repetitive onboarding calls and emails — the same questions for every new client.
  • Risk of missed reporting — gaps in information mean gaps in compliance.

What Amanda adds to your workflow

Amanda is a structured data and exposure mapping layer. It gathers the facts before you start advising.

Structured client profile

Assets, ties, income sources, residency position, and travel history — collected in one guided flow.

Exposure map

Which obligations may apply, which jurisdictions are involved, and where information is missing.

Evidence pack

A clear record of what was asked, what was provided, and what remains outstanding.

What changes for your practice

Save time on intake

Clients complete a structured profile before the first meeting. You start with data, not blank pages.

Reduce risk of missed obligations

Amanda flags potential exposures and gaps in information early, so nothing falls through the cracks.

Improve client experience

Clients see a clear, structured process. They know what is expected and what comes next.

Spot gaps earlier

Bank accounts, property details, residency ties, rental income — see what is missing before engagement begins.

How it works

1

Invite your client

Send them a link to complete their Amanda profile. It takes about 10-20 minutes depending on their situation.

2

Receive structured data

Get a summary of their situation, their exposure map, and a list of what information is still missing.

3

Advise as normal

You file, advise, and manage the engagement — with less admin and better data from day one.

Who this is for

UK accountants with expat or non-resident clients
Spanish gestors serving British or EU citizens owning property in Spain
Cross-border tax advisers covering multiple jurisdictions
Property managers who coordinate tax filings for overseas owners

Amanda complements advisers — she does not replace them

Built to reduce admin, improve clarity, and help clients arrive prepared.

Your expertise is the advice. Amanda handles the data gathering so you can focus on what matters.

Example scenario

Small cross-border firm onboarding UK clients with Spanish property

Before Amanda

  • Fragmented information across emails, phone calls, and partial spreadsheets.
  • Repeated follow-ups to clarify residency, property details, and income sources.
  • Unclear which obligations apply until well into the engagement.
  • Time spent reconstructing the client position from incomplete data.

With Amanda

  • Structured intake collects assets, ties, income, and travel in one place.
  • Exposure map shows which jurisdictions and obligations are likely relevant.
  • Missing information is flagged before the first advisory meeting.
  • Smoother engagement, less back-and-forth, and clearer scope from the start.

Common questions

Is Amanda tax advice?
No. Amanda is a data-gathering and exposure-mapping tool. She surfaces potential obligations based on the facts provided, but she does not give tax advice. All advisory decisions remain with the qualified professional.
Does this replace my role as an adviser?
Not at all. Amanda handles the structured intake and initial exposure mapping. Your expertise is still needed for interpretation, filing, and advice. Amanda simply ensures clients arrive better prepared.
Can I use Amanda alongside my existing workflow?
Yes. Amanda works as a pre-engagement layer. Clients complete their profile independently, and you receive the structured output. There is nothing to integrate or install.
What countries does Amanda cover today?
Amanda currently covers Spain, the United Kingdom, France, Portugal, Italy, Germany, the UAE, and the United States, with particular depth in Spanish non-resident obligations and UK cross-border reporting.
Can we co-brand or white-label Amanda?
We are exploring co-branding and white-label options for partner firms. Get in touch to discuss what would work for your practice.
How does pricing work for partners?
We offer several partnership arrangements depending on volume and scope. Contact us at hello@amanda.legal to discuss options.
What about data security?
By default, client data is stored locally on the client’s device and is not sent to any server unless they choose to share it. Amanda does not require an account, does not track users, and does not sell data. See our privacy policy for full details.

See Amanda in action

Watch a 6-minute walkthrough of what your clients will experience.

Ready to simplify cross-border onboarding?

Get in touch to discuss partnership options.

Partner with Amanda

Amanda is not a substitute for professional tax or legal advice. She is a data-gathering and exposure-mapping tool designed to support — not replace — qualified advisers.