TAXY

A client portal for businesses with an external accountant

Be sure your accountant has everything they need. Documents, approvals and invoicing in one place.

App Dashboard
TAXY client portal on mobile and desktop
One portal, everything that matters

An overview that's always at hand

See what you need to deliver, what's already processed and which deadlines are coming up. No more hunting for attachments or asking about the state of your books.
Access from anywhere via your browser
History of documents and outputs in one place
Snap receipts with the mobile app
Multi-level expense approval
Issue invoices from the web and mobile

Working with your accountant without needless back-and-forth

TAXY simplifies document handover and approvals. Both you and your accountant know the current status and the next step.

folder_open

Document storage

Secure access to invoices and attachments. Find everything fast — no forwarding, no lost versions.

calendar_month

Deadline overview

See important deadlines and document requests. Less stress and fewer forgotten obligations.

check_circle

Simple approvals

Approve expenses and payments clearly, anytime. You know what's been approved and what's pending.

Approvals without delays

Two clicks and you know where you stand

When approval is part of the process, there's no confusion. Your accountant has clarity and you stay in control of what gets approved and why.
No paperwork and no signing attachments
Notifications for tasks and approvals
A traceable history of decisions
Approving in the TAXY mobile app
The traditional way vs. working together through TAXY

What used to complicate the collaboration and how TAXY solves it

The old way
Unclear status of handed-over documents
Approvals via emails and attachments
Lost file versions and endless searching
With TAXY
A clear view of documents and tasks
Approvals and communication in one place
A traceable history of steps and documents

Keep the collaboration under control

Start by telling us how you work with your accountant today. We'll prepare recommendations and the next step to save you time and nerves.

Start the questionnaire
A client portal for businesses with an external accountant | TAXY