Manage your clients' IFI,
from calculation to filing
Build patrimony files, value assets with real DVF data, calculate the net IFI base, generate PDFs and securely share with your clients. Create your IFI practice, invite your team — every PDF report is automatically branded to your image.
See the interactive demo → See pricingCLIENT FILES
Up to 200 IFI files per practice
Each file contains the full tax household (taxpayer, spouse, minor children), the tax years and associated patrimony. The 200-file quota is shared across all practice members.
| N° client | Nom | Base IFI nette | Statut |
|---|---|---|---|
| CLT-2025-001 | Martin Dupont | 1 480 000 € | Finalisé ⚠ IFI dû |
| CLT-2025-002 | Sophie Lefebvre | 1 190 000 € | Brouillon ≈ seuil |
| CLT-2025-003 | Jean-Pierre Bernard | 2 340 000 € | Finalisé ⚠ IFI dû |
| CLT-2024-004 | Isabelle Rousseau | 870 000 € | Brouillon |
| CLT-2025-005 | Pierre-Henri Lecomte | 1 350 000 € | Brouillon ⚠ IFI dû |
IFI CALCULATION
Net taxable patrimony in real time
The module automatically calculates the net IFI base after allowances (main residence 30%, bare ownership, DUTREIL), deductible debts and capping under art. 979 CGI.
EXPORT & SHARING
Professional PDF & secure client link
Generate a full PDF report of the IFI file or an Excel export in 4 tabs (summary, assets, debts, financial assets). Share a secure link with your client — configurable validity period, no account required.
DVF VALUATION
Valuation based on real transactions
Each asset can be automatically valued in one click using real DVF data filtered by commune, property type, area and recent period. The estimated value is directly injected into the IFI calculation.
MY IFI PRACTICE
Create your practice, work as a team
Set up your IFI practice in seconds: logo, brand colour and contact details. Invite your team — every file automatically carries your practice branding.
Exclusive Business IFI access
The IFI Module is reserved for the Business + IFI Module plan. It includes all Business plan features plus full access to the patrimony management module.
Ready to manage your IFI files?
Discover the module in the interactive demo, no account required.
See the interactive demo → See pricing