The TurboTax Wizard: Your Solar Concierge App

July 4, 2026 · Mobile‑First Web App · One Long Wizard, Not a Dashboard
TurboTax logic: Users terrified of taxes open the app, answer simple questions one at a time, and TurboTax fills the forms, finds deductions, and files for them. That's exactly how syndics should experience solar.

What TurboTax Gets Right (That We Copy)

❌ Typical SaaS Dashboard

  • Log in, see 12 menu items, feel overwhelmed
  • Need to know what you want before you start
  • Fill out forms manually
  • Download files, figure out next step yourself
  • No sense of progress or remaining steps

✅ TurboTax Wizard

  • Open app, answer one simple question
  • Software prefills 80% of data from public sources
  • One decision at a time — yes/no or pick from 3 options
  • Progress bar shows where you are
  • Explains why each question matters

The Wizard: Step by Step

1
Sign‑up

"Let's find your solar potential"

One field: your professional email. That's it. No passwords. We email you a magic link to resume anytime.

Continue →
2
Discovery

"I found 3 buildings associated with your company. Are these yours?"

We auto‑detected these from public syndic registries linked to your email domain.

✓ 12 Rue de Rivoli, 75001 Paris
✓ 45 Avenue des Champs‑Élysées, 75008 Paris
✗ 8 Rue du Faubourg Saint‑Honoré, 75008 Paris
Yes, those are mine →
Not mine — add manually
3
Analysis

"Analyzing 12 Rue de Rivoli... Done!"

We pulled the building footprint from IGN cadastre, roof geometry from 3D city data, solar irradiation from satellite models. Here's what we found:

Roof area: 185 m² usable
Annual production potential: 31,200 kWh
Estimated savings: €8,200/year
Payback: 5.2 years
Regulatory: No ABF required ✓
That's promising →
Check the other buildings
4
Action 1

"Shall I prepare the AG motion?"

This is the document your copropriété needs to vote on solar installation. It includes financial projections, subsidy eligibility, and the installer selection framework. I can draft this in 10 seconds.

Yes, prepare it →
Tell me more first
Skip for now
5
Delivery

"Who should receive the AG motion?"

The motion is ready. I can email it directly — no download needed.

Your email: christian@syndic.fr (pre‑filled)
Property manager: [empty — type or skip]
Copropriété board: [empty — type or skip]
Send to all →
Send to me first
Download as PDF
6
Action 2

"Next: shall I request 3 installer quotes?"

This is free and takes 2 business days. I've already identified installers who specialize in Paris copropriétés and have worked in your arrondissement. You'll get a side‑by‑side comparison.

Yes, request quotes →
After the AG vote
7
Decision

"Quotes are in — here's my recommendation"

All 3 installers responded. I've normalized the quotes. Here's the comparison:

★ Solar Paris — RECOMMENDED (€38k, 8 weeks, 10yr warranty)
→ Best balance of price and speed. Completed 12 similar projects in your arrondissement.

Toit Pro: €41k, 6 weeks, 8yr warranty
Helios Copro: €35k, 10 weeks, 12yr warranty
Go with Solar Paris →
I prefer another
I need more info
8
Commitment

"Ready to start? €1,200 handles everything"

This covers: ABF permit filing, Enedis connection paperwork, subsidy applications (MaPrimeRénov' + CEE), installer coordination, and milestone tracking until your panels are producing power.

Start project →
I have questions
Save for later
9
Live

"Project started — I'll handle everything, you get updates"

No action needed from you right now. Here's what I'm doing:

This week: Filing ABF permit + Enedis connection request
Week 2‑3: ABF review (I'll follow up if no response by Day 15)
Week 4‑6: Enedis grid study
Week 7: Subsidy applications
Week 10: Installation scheduled
Export timeline to calendar
Add property manager to updates

Why This Works

🧠
Invisible Complexity

Public data lookups, solar calculations, installer matching — all happen behind the loading spinner. The syndic just sees results.

🎯
One Decision at a Time

No overwhelming choices. At every step: 2–3 clear buttons. Progress bar shows exactly where they are and what's left.

✍️
Pre‑filled, Not Blank Forms

Email address, company name, building addresses, roof specs — we pull 80% from public data. The user just confirms or corrects.

📧
We Email for Them

AG motion? Installer quotes? We deliver directly to the right people. They never forward, download, or figure out who to CC.

💡
Explain, Don't Assume

"Why do you need my property manager's email?" → "They often handle the technical coordination. I can copy them on the motion so they have everything needed."

🔒
Free to Explore, Pay to Start

They can go through the entire wizard — analysis, AG docs, quotes — for €0. Payment only when they click "Start project."

🧠 How We Prefill Data

MVP shortcut: For launch, we pre‑seed 50 representative Paris buildings. Syndics confirm theirs via wizard buttons. This validates the UX before building real‑time geodata pipelines.

💰 Pricing: Integrated in the Flow

Payment is a wizard step, not a pricing page. By step 8, they've already invested time and seen real value. The price feels like the next logical action, not a wall.

Bottom line: A syndic should open the app, answer 5–8 simple questions, and have a complete solar project in motion — without ever knowing what "ABF" or "Enedis" means until we explain it. That's the TurboTax motion.