Key benefits
Assign tasks and workflow steps to named staff so capacity and accountability are visible.
See open work by owner, priority and due date instead of collecting updates in a morning call.
Client documents live in one place by category and financial year, with review states.
Compliance items surface what is due next and what has slipped.
Role-based access controls who can view clients, documents, billing and settings.
Workflow templates make the firm's method the default rather than a document nobody reads.
In a busy CA office the bottleneck is rarely technical knowledge — it is coordination. Who was asked for the bank statement, whether the review happened, which junior has spare capacity, whether the client replied. Every one of those questions costs a partner's attention. TaxOS answers them from the record instead of from memory.
Tasks are created against a client with an owner, priority, due date and status, and workflow steps carry their own owners in sequence. A step can be completed, sent for review or returned, and the trail of who did what stays on the engagement.
Document requests, uploads and approvals are tracked per client and year. Compliance items give the office a shared deadline view. Staff are invited with roles, and access to clients, billing and settings follows those roles rather than a shared login. TaxOS is practice-management software. It tracks, reminds and organises the work around compliance — it does not file returns with any government portal and never stores portal credentials.
Once a service has a workflow template, every future engagement of that type starts with the same steps, the same document requirements and the same review points — which is what makes an office scalable rather than dependent on individuals.
How it works
Use cases
Check the firm's status without interrupting anyone's work.
Distribute new engagements based on visible workload.
New staff follow workflow steps instead of asking what comes next.
See where deadlines cluster and reallocate before the crunch.
FAQ
It is the internal operations half of it. This page focuses on running the office; the practice management pillar covers the whole client lifecycle.
Yes. Roles control access to clients, documents, billing and settings, and each firm's data is isolated from every other firm.
TaxOS is practice-management software. It tracks, reminds and organises the work around compliance — it does not file returns with any government portal and never stores portal credentials.
Most firms create their workspace, invite staff and add their first clients within an afternoon; workflow templates are available from the start.
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