How it works
Four steps from signature to filed return.
No implementation project. Most firms are running their first live engagement the same week.
- Day one
Set up the firm
Create the practice, invite your team, and pick roles. Partner, manager, preparer and client-facing access are pre-defined — you can adjust them later.
- Week one
Bring the clients in
Import your client list, model groups and free-zone entities, and set each entity's tax periods. The filing calendar builds itself from there.
- Ongoing
Let the calendar drive the work
Each period opens its own tasks and document requests. The team works the queue; the platform chases, escalates and records.
- Every quarter
Prove it and report it
Filed returns, sign-offs and supporting evidence stay together. Practice reporting is generated from the same records — nothing is rebuilt for the partners' meeting.
It fits the systems you already run
- ledger
- payroll
- storage
- e-sign
- bank feed
- API