Take on more clients.
Not more hours.
One work queue shows exactly what's left, per client. Matching learns from every correction you make. And when a receipt is missing, one click asks the client, not another email thread. That is what lets you take on the next client without adding hours to your week.
Same closing month. Less back-and-forth.
Without TaxItEasy®
- Email client A: "Where's the March receipts?"
- Client B sends ZIP of phone photos
- Client C uses lexoffice, D uses Excel
- Manual filing into your system, per client
- Year-end: 3 weeks of cleanup
With TaxItEasy
- The work queue shows exactly what's left, per client
- Missing receipt? One click asks the client. The "where's the March receipt?" email is gone
- The period checklist tells you when a client is ready to file, with a VAT return card in plain English
- Receipts that arrive resolve the open request automatically
- Year-end: business as usual
Built for the way you actually work.
Transaction work queue
Every client's bank transactions, sorted into buckets: needs receipt, needs category, review, waiting on client, done. Opens on open work, so finished items drop out of sight.
VAT workbench
Keyboard-first review in three panes: list, original document, data. Fix wrong numbers in a split-screen editor right over the original. Approve-All is honest: 50 at a time, and it tells you exactly what it skips.
One-click receipt requests
Missing receipt? One click asks the client in-app. They're notified by bell, email and push. No email thread to track. Flag anything else with one of 17 ready-made templates.
Matching that learns
Every match you confirm teaches the system that client's trusted vendors. Suggestions get smarter with every correction, and never silently escalate a match. Anything the system links on its own stays visible and undoable.
Hard receipt gate
A VAT booking without a document cannot be approved by you, the client or anyone else. Period-close is audit-proof by construction, not by discipline.
Reports & exports
Accounting reports as one multi-sheet Excel file: chart of accounts, profit & loss, general ledger, trial balance and a financial-position summary, which becomes a full balance sheet once you maintain the client's ledger. Plus CSV and PDF exports per client, with full export history.
It learns your clients' books.
Every match you confirm or reject teaches the system about that client's vendors. After three confirmed matches a vendor becomes trusted, and the next payment from them matches with more confidence. Each client's books get easier every month you work in them.
Nothing is a black box. Open "Why this match?" on any automatic match and see the per-signal score bars behind the decision. Any silent match can be undone in one click: automatic never means invisible.
The pecking order is fixed: deterministic choices always beat learned suggestions, and learned suggestions beat AI. And what the system learns about a client is deleted with that client's data. Erasure means erasure.
Click once. The payment finds its invoice.
A real pair out of a client's books, with the real arithmetic. Four signals are scored separately, and a total this high is what the system matches on its own. Everything it decided stays listed, explained and reversible, which is the only version of automation a bookkeeper can sign off on.
Audit-ready out of the box.
- Append-only comments. Once submitted, your comments cannot be edited or deleted. The full review trail is preserved.
- Tracked & auditable. Every approval, flag, edit and export is logged with timestamp, user and IP. Retention follows record type, with full details on /security.
- Every booking is logged. Every booking you make for a client is logged and appears in the client's activity feed with your name and role.
- Auto-reset on client edit. If a client modifies a flagged invoice, it returns to your pending queue with a notification. No manual chasing.
- Bounded, fully logged access. You work in your clients' books (categorize, clear, correct) but never touch their inbox, billing or team settings. Scope details on /security.
- EU-hosted, GDPR-compliant. Frankfurt data center. DPA available. Read security details
Built with a practicing tax advisor
Loucia Nearchou
Built hand-in-hand with her: the review workflow, the receipt gate and the checklist come from her client work, not a product spec.
Built with one practice. Open to yours.
The workflow above was shaped with Loucia Nearchou's firm in Paphos, and nothing about it is exclusive. Any accountant can work with clients here today: the portal costs your firm nothing, and a client's plan allows unlimited tax advisors, so nobody pays extra for bringing you in.
Start from one invite
A client invites you from their own account. You sign up once, confirm the connection, and every client who invites you appears in the same Clients dashboard.
Or bring your clients yourself
Onboard a client end to end from the portal, invite your staff, and set up to three receipt reminders per client. The client signs up in their own name, so the audit trail stays theirs.
Earn on what you recommend
Recommend TaxItEasy to the clients who ask for it and the partner program pays 10% recurring on direct referrals, monthly via Stripe Connect. Regulated professions check their professional rules first; the terms spell out where that stands.
See it on your own clients.
30-minute demo.
Book a demo
Bring 2 clients to the callSee real export ZIPsCustom pricing for firms
Or try the Free plan as your own client first.