Key benefits
One list shows which clients owe documents and what is due next.
Clients clear their own pending lists in the portal.
Obligations carry due dates and states, including waiting for client.
Workflow templates save you from reinventing your process per client.
Bill engaged services with GST and record payments in the same place.
Add staff with roles when the practice grows.
Consultants rarely run out of expertise; they run out of hours. The hours go to reminders, re-explaining status, hunting for the current version of a document, and reconstructing what a client agreed to.
Client records with identifiers and KYC, document requests with review, a compliance register sorted by due date, simple task tracking, workflow templates for recurring engagements, and invoicing from engaged services. Team features stay out of the way until you need them.
The client's services are already engaged, so the documents needed are requested automatically each period. The client uploads in the portal, you review and approve, the compliance item moves through in progress and under review to completed, and the invoice follows the same service list.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
How it works
Use cases
Hundreds of small recurring clients handled with one deadline register.
Collection delegated while review stays with you.
Milestone work tracked as workflow steps with client approval.
Move to a record without a long migration project.
FAQ
The gain is mostly in document collection and deadline visibility, which are the two biggest time costs for a solo consultant.
The portal shows a short, specific list of what is required, which most clients find easier than searching a chat thread.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
