01 — What breaks
Where accounting firms teams lose time.
VAT returns, corporate tax filings and audits have fixed deadlines, but status lives in spreadsheets per partner.
Clients send documents by email and WhatsApp in pieces, and staff chase them manually.
02 — What we build
Systems for accounting firms.
Client onboarding
Engagement letters, KYC documents and service selection collected through a portal and stored on the client record.
Recurring engagements
VAT, corporate tax and bookkeeping engagements generated on schedule with tasks and due dates.
Document requests
Automatic requests and reminders until each document arrives, with uploads filed to the right engagement.
Document AI
Receipts and invoices extracted into Xero, QuickBooks or Zoho Books.
FAQ
Questions from accounting firms teams.
Can clients upload documents to a portal?
Yes, linked to their engagement, with reminders for anything missing.
Can the system track UAE corporate tax deadlines?
Yes, deadlines are generated from each client’s tax period, with tasks for preparers and reviewers.
Does it integrate with practice accounting software?
Xero, QuickBooks Online and Zoho Books, through their APIs.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about CRM & portals for accounting and tax firms.
Tell us what you run today and where it breaks. We reply within one business day.