Key benefits
See work across the client base rather than one client at a time.
Client portfolios assigned to staff with visible workload.
The same monthly or quarterly steps applied consistently.
Portal-based document requests across many clients in parallel.
Overdue and at-risk items are visible to partners directly.
Invoices raised from engaged services, with payments and receipts recorded.
Volume, not complexity, is the challenge. Fifty clients each needing five documents a month is 250 small chases, and any of them can stall a close. Without a register, the firm discovers the stall at month end.
Service-driven document requirements, workflow templates for repeating engagements, task boards per staff member, a compliance register with risk states, internal chat for escalation, and billing that follows the engaged services.
Each staff member opens their assigned clients, sees outstanding inputs, and escalates only the clients that have not responded. Workflow steps carry each engagement from inputs received through review to completion, and invoices are raised at the end of the cycle from the same service list.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal. Firms keep their existing accounting and filing tools; TaxOS runs the practice operations layer above them.
How it works
Use cases
Many small recurring clients tracked as one register.
Shared workspace with role-based access across locations.
Reallocate portfolios when deadlines cluster.
Workflow templates make the review step non-optional.
FAQ
Yes. Clients, tasks and workflow steps carry named owners, so portfolios and workload are explicit.
No. It manages your firm's practice operations; your accounting software keeps client books.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
