Document handover
Clients send you documents in a way that makes sense to you too
Documents arrive in one place and you can see what's been delivered and what's missing. You give clients a clear process and keep things tidy without digging through emails.
A collection email for every client
Upload documents from mobile too
Clear status: delivered, pending, done
Leave the routine to the system, keep the control for yourself
TAXY helps you speed up repetitive steps and maintain traceability. You decide what happens next.
Document preparation
Documents are sorted and prepared so you can review them quickly and send them to your accounting system.
Import into your accounting system
Generate output for your accounting software without manual retyping and avoidable errors.
Overview for the client
Clients see the status of documents and tasks. You explain less and work more smoothly.
Client communication
Fewer questions, more clear steps
When communication happens right next to specific documents and deadlines, there's no confusion. The client knows what's going on and you have the history in one place.
Alerts for tasks and deadlines
Comments and feedback without forwarding
A traceable communication history
The traditional way vs. working with TAXY
How TAXY changes your day-to-day work
The old way
Documents scattered across emails and folders
Unclear status: what the client sent and what's missing
Frequent reminders and searching through history
Outputs created manually and unsystematically
With TAXY
Documents in one place and a clear view of your workload
Simple handover and a traceable history
Fewer questions thanks to a transparent portal
Outputs prepared for your accounting system, your way
You don't have to do it all alone
Start by telling us how you work. We'll prepare recommendations and the next step so it makes sense for your clients and the way you do your bookkeeping.