For tax advisors & accountants
All your clients.
All your clients.
One cockpit.
Review faster. Export cleaner. Sleep better at year-end. Built for accountants who manage multiple clients without multiple logins.
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
- One queue. Every client. Up-to-date.
- Approve, flag with a comment, move on
- Clients fix flagged invoices themselves
- Bulk export — 25 clients in one ZIP
- Year-end: business as usual
What you get
Built for the way you actually work.
Multi-client cockpit
Every client you've been invited to, in one dashboard. Filter by status, period, value. See the queue you actually need to act on.
Approve, flag, comment
Approve up to 50 invoices in one action. Flag with a comment from 16 ready-made templates (or your own). Clients get notified and fix it themselves.
Bulk export
Pick a period. Pick clients (up to 25 at once). Get one ZIP — one folder per client, CSV + PDF inside. Drop straight into your bookkeeping system.
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.
- 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 access. You see your client's books — not their inbox, their billing or their team settings. Scope details on /security.
- EU-hosted, GDPR-compliant. Frankfurt data center. DPA available. Read security details →
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.