Key benefits
Recurring document requests per client, cleared by the client in the portal.
Task lists per client show what remains before books can close.
Everything for a client sits on one record, including history.
Clients check status themselves rather than calling for updates.
Assign client sets to staff with visible workload.
Recurring service engagements turn into invoices without rework.
The pain is repetition. The same inputs are requested every month, from the same clients, in the same inconsistent formats, and the record of who has sent what lives in an inbox.
Document requests organised by category and financial year, task boards for month-end steps, a compliance register for filing-adjacent deadlines your firm monitors, portal-based client collaboration, and billing tied to the recurring services engaged.
Requests for the month's inputs go out from the engaged service. The client uploads statements and bills in the portal. Your team reviews and approves, works the month-end task list, and marks the engagement complete — with a trail showing when each input arrived.
TaxOS does not keep the client's books. It manages your firm's work around them: inputs, tasks, deadlines, communication and billing. TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
How it works
Use cases
Recurring input collection without manual reminders.
Track the documents and approvals a payroll cycle depends on.
Separate services on the same client record, each with its own documents.
Distribute client sets and see who is behind.
FAQ
No. It manages the practice work around it — inputs, tasks, deadlines, client communication and billing.
Yes, that is the intended use: TaxOS holds the practice workflow while your accounting software holds the books.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
