Client 360
Client information, KYC records, services, documents, tasks, compliance items and activity in one workspace.
Why it matters: Stops the hunt across folders, spreadsheets and chat threads before a client call.
Capability detail
What Each Capability Does — And Why It Matters
Document management
Request documents by service, collect uploads, review, approve or return them, organized by client and year.
Why it matters: Every document has a status, an owner and a place — nothing waits in an inbox.
Task management
Create tasks with owners, priorities, due dates and status columns tied to a client.
Why it matters: Work in progress stays visible, so nothing quietly slips past a deadline.
Workflow management
Service-driven workflow templates that generate ordered steps, each with an owner and a completion action.
Why it matters: Recurring engagements run the same correct way regardless of who picks them up.
Compliance tracking
A due-date view of client compliance items with what is upcoming, at risk and overdue.
Why it matters: You see pressure building weeks before a due date instead of the night before.
Billing & payments
Invoices generated from the services a client is engaged for, with GST-aware amounts and recorded payments.
Why it matters: Delivered work and billed work stay reconciled.
Team collaboration
Owner, Manager and Staff roles, assignment across client work, internal staff chat and secure file sharing.
Why it matters: Ownership is explicit and internal discussion stays internal.
Client portal
An invite-only client login for uploading documents, completing requested actions and viewing their own items.
Why it matters: Clients self-serve instead of emailing attachments back and forth.
TaxOS Assistant
An in-product guide that explains how TaxOS works, helps resolve a problem, walks through a feature and captures feedback.
Why it matters: Your team learns TaxOS inside TaxOS. It is a product guide, not a tax advisor.
Client 360
Every Client. One Complete View.
Compliance
What Is Due, At Risk and Overdue
Client portal
Your Firm and Your Client, Same Record
Team
Internal Chat, Kept Internal
Staff conversations and shared files sit alongside client work and are never visible in the client portal.