For tax consultants
The whole practice, without the spreadsheet
A small practice runs on things that work until they do not: a client list in a spreadsheet, documents in folders named after people, deadlines in a calendar only you read. Taxira replaces the parts that break first.
What tends to go wrong
None of these is a failure of care. They are what happens when the record of the work is spread across five places.
- You are the index
- Which client needs what, and by when, lives in your head. It works until you are ill, busy, or asked two questions at once.
- The document is somewhere
- A client sent it — by email, by WhatsApp, or on paper — and finding it takes longer than the work it unblocks.
- Chasing is manual
- You know who has not sent their statements. Knowing is the easy part; remembering to ask again is not.
- Invoicing slips
- The work is done and the invoice is not raised, because raising it is a separate act nobody scheduled.
What Taxira does about it
- One client record
- Contacts, engagements, obligations, documents, filings and invoices against the client, not spread across tools.
- A console, not a memory
- What is due, what is late and what is blocked — grouped by what needs attention.
- Ask once, in writing
- Request a document through the portal. The client sees exactly what was asked for and sends it back against that request.
- Invoices that follow the work
- Raise them by hand, or let the service you sold raise them when it is sold, completed or filed.
- Nothing is lost
- Superseded document versions are kept, invoices are voided rather than deleted, and the audit trail is what the client timeline is built from.
Bring your own client book
Fourteen days of full access, no card required. Add one client and one service and see whether it fits how you work.