Free demo: Digital microadvisory and automated client onboarding for tax advisors

Sebastian Kaiser-Mühlecker | HalloSophia | finothek GmbH

Sebastian Kaiser-Mühlecker

HalloSophia | finothek GmbH, AT

1 recommendation

Advises in:

English

+ 1

Customized for:

Germany

Detailed description

In this free demo service, I explain in detail the processes and technologies required for digital microadvisory and automated client onboarding. This package is ideal for tax advisors who want to digitalise their advisory processes and make their client acquisition and support more efficient.

Please prepare the following information in advance so that I can prepare the session optimally:
  1. Specific questions that you would like to have clarified during the consultation
  2. Your goals in relation to the digitalisation of your advisory services
  3. A link to your firm's website

This offer is aimed at tax advisors who:

    • want to digitalise their advisory services,
    • want to implement efficient onboarding of clients,
    • are interested in using digital tools and platforms

Satisfaction guarantee.

100% money back guarantee, if you were not satisfied.

Everything online.

Efficient online consulting from anywhere you have stable internet.

Tailored.

The consultation is individualized according to your requirements.

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Sehr spannendes Gespräch mit vielen Potenzialen und Anwendungspunkten!

Learn more about Sebastian:
Sebastian Kaiser-Mühlecker | HalloSophia | finothek GmbH

Sebastian Kaiser-Mühlecker

HalloSophia | finothek GmbH, AT

Coach

Office Hours

Monday - Friday

08:00 - 17:00

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Free demo: Digital microadvisory and automated client onboarding for tax advisors

Sebastian Kaiser-Mühlecker | HalloSophia | finothek GmbH

Sebastian Kaiser-Mühlecker

HalloSophia | finothek GmbH, AT

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Recommend Sebastian

COO & Co-Founder at HalloSophia
Sebastian Kaiser-Mühlecker is the Chief Operating Officer (COO) and Co-Founder of HalloSophia.com, a platform for digitalized advisory, as well as BusinessAssistant.AI, an EU-compliant AI work environment. He is also the Co-Founder of Supercount AI, an AI-native accounting suite for tax advisors and accountants. Previously, he worked as a Senior Innovation Manager at one of Austria's largest banks and has extensive experience in developing innovative digital business models. He holds a Master's degree in Innovation Management and is committed to the practical integration of the latest technologies to support human interaction and collaboration. Besides that, he passionately engages in sports and has an interest in progressive design & art as well as electronic music.

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© 2026 finothek GmbH
Scope of this service:

Check of your requirements by the advisor

Booking acceptance

Analysis of your requirements & preparation by advisor

Start of consultation

  • 60 minutes personal video consultation

  • Presentation of the HalloSophia "eConsulting-solution"

  • Demo onboarding in the role of a new client

  • Recommendation of possible applications for your tax firm

End of consultation

Optional: Follow-up offer via chat possible

No problem.
Get an individual offer.

In the event that the scope or the theme of the package does not really fit your needs, simply get an individual offer based on your requirements.

However, please note the following:

Pre-defined service packages are also tailored for you during the preparation

with predefined service packages you usually save around 30% of the price with the same scope