The operational layer, not a filing utility
Filing utilities submit a specific return. A tax practice needs something else entirely: a place that knows which clients owe what, which documents are still missing, who is working on which engagement, what is under review and what has been billed. TaxOS occupies that layer. 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.
Built around services
Selecting the services a client has engaged drives everything downstream — the documents requested, the workflow steps created, the compliance items tracked and the lines on the eventual invoice. That single decision removes most manual setup per engagement.
- Service selection per client
- Document requirements generated per service
- Workflow steps ordered with owners
- Invoice lines drawn from the same services
Documents and tasks
Documents are stored against the client, category and financial year, and move through request, upload, review, approval or return for re-upload. Tasks carry priority, due date, owner, client link, status and comments, and can be viewed as a board or a list.
Compliance tracking and team collaboration
Compliance obligations track deadline, priority, risk, assigned employee, required documents and status. Internal chat with secure file sharing, mentions and notifications keeps the team's conversation next to the work rather than in a separate app.
