Chartered accountants, tax advisors and bookkeeping firms managing 5 to 50 client returns. Bulk imports, two-person review, branded deliverables, full audit trail.
All your clients in one view. Filing status per Y/A, document completeness, last-action timestamp.
Pull PAYE statements, WHT certificates and bank-interest TDS for an entire client list in one operation.
Preparer fills, reviewer signs off. Every line carries an author and an approver before submission.
Final reports go out as branded PDFs: your firm's logo, your colours.
Every edit, every relief override, every IRD submission. Exportable to CSV.
A retiring partner can hand a client over without losing prior-year context. The full history travels with the file.
| Client | Tax | Status | Next action |
|---|---|---|---|
| Wickramasinghe Hardware (Pvt) Ltd | CIT | In review | 12 days |
| Nimal Fernando | IIT | Filed | · |
| Lotus Architects (Partnership) | PIT | Awaiting docs | 5 days |
| Ranjani Perera | IIT | Draft | · |
| Star Garments (Pvt) Ltd | CIT | Q3 estimate due | 3 days |
Up to 50 client returns. Volume pricing for firms with more, via Slack-direct support.