As a tax advisor you carry responsibility for numbers, deadlines and trust – yet the operation of your firm beyond the professional software often runs on the side: enquiries in your inbox, appointments in the calendar, training records somewhere, referrals in your head. snori brings exactly that part into one place, alongside your accounting suite and without touching confidential client data.
The firm operation your accounting suite doesn't cover
Bookkeeping, financial statements and binding deadline control are handled by your professional software – reliably. But who reminds you of Monday's first enquiry, of the missing mandatory hours, of the networking event, of the post you meant to publish? That organisational part spreads across WhatsApp, notes and calendar, and that's exactly where time gets lost – and sometimes a new mandate that was never called back.
How snori sets up your firm day
You create a workspace, pick the tax firm template world – and your space is filled. Not a blank page, but a framework for firm operations: first enquiries with a status, an appointment and deadline frame as an overview, continuing education, network and public presence. snori is explicitly not a place for case files or receipts – those belong in your professional software. Here you order the operation that used to get lost between tools.
The pages snori creates for you right away
- My business – positioning, brand profile and approach as the foundation
- First enquiries – every enquiry with status and next step, just the thread up to the appointment
- Appointments & deadline frame – an overview of firm appointments and follow-ups; binding deadline control stays in your professional software
- Continuing education – mandatory hours, seminars and literature in one place
- Tasks & steering – everything open across acquisition, training and marketing
- Marketing & content – a content plan and key messages so the right mandates enquire
- Knowledge & resources – text blocks, checklists and ready-made AI prompts
- Documents – shareable pages for onboarding and your own legal texts
Your AI helps out – only as far as you allow
Connect ChatGPT, Claude or another AI directly to your firm workspace. It can then sort open enquiries, flag missing training hours or turn your positioning into a post – but strictly within your limits and without client data you simply don't store here. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing, and you can hide individual pages from it. Because snori versions every change, nothing is lost when you experiment. And you can use snori entirely without AI – the connection is an extra, never a requirement.
Share enquiries and documents cleanly, one page at a time
An onboarding guide for new clients, a checklist for your website, a note on handing over receipts: in snori you turn a single page into a shareable link – with no account needed for the recipient and without exposing the rest of your workspace. You add your own logo, hide the snori note, protect it with a password or expiry date, and see in the overview how often it was opened in the last 24 hours, 7 or 30 days. An enquiry form on a shared page even adds new prospects to your list automatically.
Secure, German, nothing gets lost
Firm content is confidential. snori stores your data encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is reading along.