For professional partners
Amanda for Accountants & Cross-Border Advisers
Structured client intake, clearer cross-border exposure, less admin.
Amanda helps cross-border advisors start every engagement with a clear compliance picture.
Instead of spending hours collecting fragmented information from clients, Amanda runs a structured compliance diagnostic that highlights potential obligations, risks, and reporting requirements before the advisory process begins.
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.
How firms use Amanda
Typical workflow:
- 1Client runs a compliance diagnostic in Amanda
- 2The exposure report highlights potential obligations (tax residency, filings, deadlines, reporting)
- 3The advisor reviews the report with the client
- 4Advisory work begins with a clear compliance picture
Amanda acts as the detection layer — advisors implement the solution.
Why professional firms use Amanda
Amanda helps advisors:
- Qualify cross-border clients faster
- Structure the initial data collection
- Detect hidden compliance obligations
- Avoid missing filing requirements
- Start advisory conversations with clarity
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
Invite your client
Send them a link to complete their Amanda profile. It takes about 10-20 minutes depending on their situation.
Receive structured data
Get a summary of their situation, their exposure map, and a list of what information is still missing.
Advise as normal
You file, advise, and manage the engagement — with less admin and better data from day one.
Who this is for
Before and after Amanda
Without Amanda
- Incomplete client information
- Multiple onboarding calls
- Unclear residency timeline
- Missing travel history
- Clients unsure which obligations apply
With Amanda
- Structured client profile
- Exposure report generated instantly
- Missing information identified
- Obligations mapped across jurisdictions
- Advisory discussion starts immediately
Ideal Amanda partners
Amanda is particularly useful for:
- Cross-border tax advisors
- Expatriate accountants
- Immigration and relocation specialists
- Wealth planners serving expats
- International property advisors
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?
Does this replace my role as an adviser?
Can I use Amanda alongside my existing workflow?
What countries does Amanda cover today?
Can we co-brand or white-label Amanda?
How does pricing work for partners?
What about data security?
See Amanda in action
Watch a 6-minute walkthrough of what your clients will experience.
Amanda does not replace professional advisors
Amanda identifies potential compliance obligations.
Advisors help clients structure and resolve those situations.
Ready to simplify cross-border onboarding?
Get in touch to discuss partnership options.
Partner with AmandaAmanda 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.