Who it is for
Accounting and advisory firms that keep the tax and social obligations of dozens of clients. The tool organises the firm; it does not keep the books.
A file from start to finish
The firm's dashboard
Deadlines of the month, filings on time, workload per staff member, pending documents, fees invoiced and collected.
The client portfolio
Each client company with its tax regime, obligations, assigned staff member and document status.
A client's file
Signed engagements, upcoming obligations, expected documents, fees: everything about this client, in one place.
The obligations reference
Tax and social filings, frequencies, due dates: the firm confirms the rules it applies before any alert goes out.
Documents uploaded by the client
The client uploads statements and invoices from their space; the firm validates or chases, document by document.
Fees
Engagement letters, recurring invoicing, receipts and outstanding balance per client.
What the tool guarantees
- The tool never speaks for the firm
- No e-filing, no tax computation: a filing is a declaration by the firm, with its date, reference and attached proof.
- No invented tax rule
- The reference ships to be confirmed; client alerts stay on hold until the firm validates its rules.
- Four-eyes validation
- The validator of a piece of work is never its preparer, whatever their role.
- An immutable log
- Every sensitive action is written to a log nobody can edit.
- The obligations safety net is outside commerce
- No subscription state can disarm the computation of a deadline or its alert: the protected third party is the client company.
Modules delivered
- 01Accounts, roles and accreditations
- 02Client portfolio
- 03Engagements
- 04Obligations
- 05Work, checklists and campaigns
- 06Documents, filing and collection
- 07Fees
- 08Payroll and social
- 09Drafting assistance
- 10Configuration
- 11Search and exploration
- 12Traceability and timestamping
Your clients' upload space
The client uploads documents from their space, sees what is missing and what was filed for them, without a call to the firm.
The firm's activity wall on a phone: what was uploaded, chased and validated during the day.
Let's see it on your files.
A one-hour demonstration, on your real cases, with no commitment.