Features
One place for clients, documents and work in progress
Clients get a clear way to hand over documents and you get a system that shows status, responsibility and the next step. Fewer reminders, less chaos.
A portal for clients and document sharing
Deadlines and tasks across all clients
A traceable history of work and communication
How TAXY fits into your workflow
upload
krok 1
The client delivers documentspsychology
krok 2
Documents are prepared following your processcheck_circle
krok 3
An accountant reviews and approvesexit_to_app
krok 4
You hand the data over to your accounting systemmystery
krok 5
Managers see status and deadlines in reportsA workflow for the whole team
Ready for more accountants and a growing firm
Every team member knows what to do. You see capacity and deadlines and can assign responsibilities so the work flows without hiccups.
Roles and access rights to fit your needs
Capacity overview and deadline planning
Internal notes and approvals
Performance backed by a system, not improvisation
Set up processes for clients, keep everything traceable and let your team focus on expert work instead of searching for documents.
Document preparation
Documents are prepared so you can review them quickly and move them along. Always with a traceable status.
Accounting system integration
Speed up handing data over to your accounting software and reduce the risk of manual retyping errors.
Overview for management
See capacity, deadlines and work status. Spot delays and bottlenecks in the process more easily.
The traditional way vs. working with TAXY for clients
How TAXY changes the client experience
The old way
Documents arrive through various channels with no structure
Clients keep asking about status and deadlines
Outputs are sent around in assorted files
Approvals happen outside the system
With TAXY
A single portal for documents, tasks and outputs
A transparent view of the agenda and deadlines
A traceable history of communication and steps
Approvals and notifications right in the process
Impress your clients
Set TAXY up to fit your team. Start with a short questionnaire and we'll suggest the next step based on how you work.