Beta prototype. Comptrust Accounting is a fictional firm. All names, figures, reviews and contact details are made up. Please use test details only, never real personal or tax information. About this prototype

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About this prototype

What SmartIntake could do for your firm

This website is a working showcase. Comptrust Accounting is a fictional firm, built to show how SmartIntake fits into a real accounting practice's website, and how it gives skilled people their time back.

The problem

Skilled accountants doing admin

Before any return can be prepared, someone has to collect the documents. In most practices that means emails with attachments, opening every file to see what it is, renaming and filing it, updating a spreadsheet, and chasing clients for what is still missing.

It is necessary work, but it is not what clients pay a qualified accountant for. Every hour spent sorting PDFs is an hour not spent on tax planning, business advice or new clients.

Without SmartIntake

Share of intake time, illustrative

Sorting and filing
Chasing missing documents
Checking and approving

With SmartIntake

Sorting is automatic and reminders come from the checklist, so staff mostly do what needs judgement: checking and approving.

Sorting and filing
Chasing missing documents
Checking and approving

Hours saved calculator

Turn admin hours into advisory hours

Move the sliders to match your practice. The result is an illustrative estimate, not a promise.

Staff hours freed each year0
That is about0
Potential extra advisory revenue$0

Hours freed = clients × minutes × share removed. Revenue = hours freed × share turned into paid advice × charge-out rate. Weeks assume 38 hours. All figures are illustrative.

Integration

Built into your website, not bolted on

Explore this site to see each piece in place.

Client portal button

In the main menu on every page, so clients always know where to send documents.

Open it

Checklists on service pages

Each service links straight to the right checklist, so a business client never sees individual paperwork.

See services

Document assistant

Inside the portal, answers "what do I still need?" from the client's own checklist, declines tax questions, and hands over to staff.

Open the portal

Accountant dashboard

A review queue, one-click approvals, confirmed reminders and a full audit log.

Open it

Content that sends clients to the portal

Articles such as "What documents do I need?" end with the client's own checklist.

Read the example

Trust pages

A plain-English security page answers clients' questions before they upload anything.

See it

How it is built

A secure path from client to accountant

ClientBrowser or phone, MFA sign-in
Secure portalHosted in AWS Sydney, encrypted storage
AI sortingDocument classifier, field extraction, TFN masking, Bedrock Guardrails for the assistant
Accountant reviewApprove, correct or reject, audit log
Your practice softwareApproved data exported for the return

In Australia

Data and AI processing stay in Australian AWS regions.

Least privilege

Every person and service gets only the access it needs.

Person in charge

AI suggests; an accountant decides. Nothing is auto-approved.

Tested on every change

Automated tests, security scans and accuracy checks before release.

Tailored to you

Your firm, your rules

  • Your brand, colours and wording across the portal.
  • Checklists built around your client mix and the documents you ask for.
  • Connection to your practice software for approved data.
  • Your retention period and your approval workflow.
  • A separate, isolated cloud environment for your firm only.
Sign in as a client Sign in as an accountant

About this prototype

A showcase, not a real business

We built this website to show how we design and develop a secure, modern website for an accounting and finance business, with SmartIntake integrated from the start.

Nothing here is real. Comptrust Accounting, its staff, figures, reviews, partners, address and phone number are all fictional. The SmartIntake portal behind it is a working beta with its own database, background processing and AI assistant, loaded with synthetic test data only. Please never upload real documents or personal details. In production the portal runs at portal.comptrust.com.au on AWS in Australia, with the assistant on Claude Sonnet 5.5.

Designed and built by

  • Lukas OlajosProduct owner. Infrastructure, security and core application lead
  • Jaime Alejandro Arias ForeroAI components lead

Lukas designed the architecture and built the portal, the delivery pipeline with automatic rollback, the security controls, the synthetic test data and this website. Alejandro leads the AI components: the trained document classifier, the assistant's question set and evaluation, red-team testing against prompt injection, and the model card.

Photo and font credits

Photographs are from Unsplash and used under the Unsplash licence. They show models and stock settings, not Comptrust staff or clients. Illustrations, icons and partner logos were drawn for this prototype.

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