Software built for accounting firms and independent CPAs. Tax deadline control, client management, reporting and a client portal — all in one integrated system.
We work with industry best practices to guarantee real results.
Complete profile for each client: tax ID, activity, tax regime, contacts and documentation. Consolidated view of the firm's entire portfolio.
Automatic fiscal calendar with all VAT, income tax and local tax deadlines. Advance alerts for every client so nothing is missed.
Tax status reports, trial balance and custom reports per client. Exportable as PDF and Excel with a single click.
Each client accesses their private portal to review filings, see upcoming deadlines and download documentation. Fewer calls, more self-service.
Fee tracking per client, electronic invoice generation and collections follow-up. Real-time revenue summary for the firm.
The system alerts automatically when a deadline approaches, when there are changes in the fiscal calendar and when a client has accumulated debt.
A clear and transparent method so you always know which stage your project is at.
We understand the portfolio size, the firm's specialties (tax, audit, payroll), the tools currently in use and the main pain points.
We map the local fiscal calendar and embed it as the backbone of the system. Each client gets their own tax profile with individual deadlines and obligations.
We build with tax authority API integrations where available. The system centralizes information currently scattered across spreadsheets, emails and notes.
We migrate the existing client portfolio and train the whole team. Post-launch support covers the first weeks of real operation.
Everything you need to know before starting
Tell us your idea and we'll prepare a no-commitment proposal in 24 hours.