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For tax advisors & accountants

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.

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TaxItEasy advisor cockpit: every client in one dashboard with open work, review progress and upcoming deadlines
Your month

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
Smart cohorts: similar open transactions grouped so one decision clears the whole batch
Smart cohorts group look-alike items — one decision clears the whole batch instead of ten emails.
What you get

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 — 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 — a full balance sheet once you maintain the client's ledger. Plus CSV and PDF exports per client, with full export history.

Smarter every month

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.

Match explanation panel with per-signal score bars showing why a bank transaction was matched to an invoice
"Why this match?" — every automatic match explains itself, signal by signal.
Advisor work queue with transactions sorted into buckets: needs receipt, needs category, review, waiting, done
The work queue: one client's open items, sorted by what they need — finished work drops out of sight.
Compliance built in

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 — 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 →
VAT workbench: the period's VAT position per client with the open items that still block filing
The VAT workbench shows each client's period at a glance — and exactly what still blocks the return.

Built hand-in-hand with a practicing tax advisor — the review workflow, the receipt gate and the checklist come from real client work, not a product spec.

See it on your own clients.
30-minute demo.

Book a demo

✓ Bring 2 clients to the call✓ See real export ZIPs✓ Custom pricing for firms

Or try the Free plan as your own client first.