Key benefits

What Changes for Your Practice

One deadline view

All client obligations sorted by due date across the firm.

Risk before the due date

Items at risk are visible early instead of on the deadline itself.

Named responsibility

Each obligation has an assigned employee.

Document prerequisites

Required documents are linked, so blockers are obvious.

Honest statuses

Waiting for client is a real state, not an excuse discovered later.

Client visibility

Clients can see their own compliance status in the portal.

Statuses that describe reality

Compliance work is rarely simply done or not done. TaxOS uses states that match how the work actually sits.

Upcoming
Action required
Waiting for client
In progress
Under review
Completed
Overdue

What an obligation carries

Each compliance item records the client, the obligation, the deadline, its priority and risk, the assigned employee, the documents required to complete it and its current status. That is enough to decide what to do next without a meeting.

Managing a season

When deadlines cluster, the value of a compliance register is reallocation: seeing which staff are overloaded, which clients have not responded and which items can still be cleared. The register is the input to that decision.

Important scope note

TaxOS currently provides compliance and work management capabilities. It does not perform live government filing, does not connect to government portals and never stores portal credentials. Your firm continues to file through the official utilities it already uses.

How it works

Tracking an Obligation

1Obligation recorded
2Owner assigned
3Documents required
4Work in progress
5Under review
6Completed

Use cases

How Firms Use the Register

Weekly deadline review

Scan what is due in the next two weeks and clear blockers early.

Client escalation

Identify clients whose pending documents are putting a deadline at risk.

Workload balancing

Reassign obligations when one staff member is carrying too many.

Partner oversight

Check overdue and at-risk items without collecting status updates.

FAQ

Questions Firms Ask Before Switching

Does TaxOS file returns or connect to portals?

No. TaxOS tracks and reminds. It does not file with any government portal and never stores portal credentials.

Can clients see their compliance status?

Yes, invited clients see their own obligations and what is required from them in the portal.

Can obligations repeat?

Recurring client work is tracked as obligations with their own deadlines, and can be paired with workflow templates for the process.

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Compliance Management Software for CA Firms