Clients
One record per client with registrations, contacts, assigned staff and the full history of what the firm has done for them.
Taxira is practice management for Pakistani tax and accounting firms. Clients, deadlines, documents, filings and invoices in one workspace — so a partner can answer “where does this client stand?” without opening four applications and a WhatsApp thread.
14 days of full access. No card required, and nothing is charged when it ends.
Why firms move
Most practices are not short of process — they are short of one place to keep it. Taxira replaces the scattering, not the expertise.
Client records live in spreadsheets, and the current one is whichever file was opened last.
One client record — NTN, STRN, SECP, contacts, documents and history — that the whole firm reads.
Deadlines are remembered, or they are missed. The calendar is somebody's memory.
Obligations generated from each client's services, with what is due, when, and who owns it.
Documents arrive on WhatsApp, get renamed, and are re-requested twice.
Requested, uploaded, verified and versioned against the filing they belong to.
Nobody can say what the firm is owed without rebuilding it from invoices.
Quotations, invoices, payments and renewals joined to the work that earned them.
The arc
Each stage hands to the next with its context intact. Nothing is retyped, and nothing has to be remembered to survive the handover.
An enquiry, qualified and owned.
Priced, sent, accepted.
The client record and its services.
Obligations and their due dates.
Requested, received, verified.
Assigned, tracked, unblocked.
Submitted, with its evidence.
Raised again before it lapses.
What is in it
One record per client with registrations, contacts, assigned staff and the full history of what the firm has done for them.
Obligations generated from the services a client actually buys, with periods, due dates and the filing that closes each one.
Requested against the work that needs them, then uploaded, categorised, verified and versioned — with expiry tracked.
Work assigned to people with due dates, dependencies and blocking reasons, generated from service blueprints or raised by hand.
Quotations, invoices, payments and credit notes, with status that follows the money rather than being set by hand.
Six roles across the firm's operations, so a junior sees their own work and a partner sees the practice.
Seeing the practice
Taxira does not file returns for you and does not claim to. What it does is make the state of the practice legible — so a deadline is seen while there is still time to act on it, and a receivable is chased before it ages.
Overdue work and filings needing attention surface on the dashboard, attributed to the person who owns them.
A compliance calendar built from real obligations, so the next fortnight is a screen rather than a conversation.
Receivables ageing, revenue and collections, and a renewals outlook — seven reports over live data.
Pricing
Compliance, documents, the client portal, credentials, billing and reporting are on every plan. Seats, clients and working storage are what change.
Independent tax professionals
Growing practices
Established firms
Billed monthly and paid by bank transfer — Taxira sends payment instructions and activates the plan once the transfer is confirmed. There is no card on file and nothing is charged automatically. Reaching a plan’s limit stops new work being added; it never removes records you already hold.
Trust
These are properties of the product, enforced in code — not a list of intentions.
Every operation is governed by a role. What someone may do is a rule the server enforces, not a hidden button.
A firm's records are reachable only by that firm. The boundary is enforced in the database itself, on every query.
Who did what, to which record, and when — recorded as the work happens rather than reconstructed afterwards.
Every document request is authorised against the caller's role and firm. There are no public or shared links — a file is fetched, never handed out.
Clients see their own requests and documents through a separate portal, bound to what the firm has shared.
Assigning work, approving a client and raising an invoice each check the acting person's authority before anything moves.
Founding access is open now. Create your account, set up your firm, and bring in a single client’s next filing — that is enough to tell whether Taxira fits how you work.
14 days of full access. No card required. When the trial ends your records stay, and you can still view and export everything.