Key benefits
Invite staff, assign roles, and give each engagement a preparer and a reviewer.
Every client has named owners, so queries and work reach the right person.
Workflow steps can require review and client approval before completion.
Documents are visible to the team by client, category and financial year.
Compliance obligations roll up so partners see risk across the client base.
Your firm's data is separated from every other firm at the database level.
As soon as a second person touches an engagement, the firm needs to answer questions that a solo practitioner never asks: who owns this, has it been reviewed, was the client's answer recorded, can we hand this over without losing context. TaxOS keeps those answers on the engagement itself.
Staff are invited by email and hold roles that determine what they can access. Clients, tasks and workflow steps carry named owners, and internal chat with secure file sharing and mentions keeps discussion attached to the work.
Service-driven workflow templates give each engagement type its ordered steps. Compliance items track deadline, priority, risk, assigned employee, required documents and status, from upcoming through overdue, so the firm can reallocate before a due date becomes a problem. TaxOS is practice-management software. It tracks, reminds and organises the work around compliance — it does not file returns with any government portal and never stores portal credentials.
Invoices draw on the services engaged for each client, with GST computed in paise-accurate arithmetic, payments recorded against invoices, and receipts available to the client in their portal.
How it works
Use cases
Delegates preparation while keeping review and client communication with partners.
Runs direct tax, indirect tax, ROC and audit support work as separate workflows.
Shares one workspace with role-based access rather than emailing files between offices.
Wants an activity trail on every client and engagement.
FAQ
Invite the team you need; roles control what each member can access inside your workspace.
Yes. Clients, tasks and workflow steps have their own owners, so preparation and review can run in parallel.
Yes. Every record is scoped to your organisation and enforced by row-level security in the database, not only in the interface.
TaxOS is practice-management software. It tracks, reminds and organises the work around compliance — it does not file returns with any government portal and never stores portal credentials.
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