For tax advisors

Sign in as a tax advisor and you land on the dashboard: one card per client, sorted by urgency, showing open-invoice totals, unmatched transactions, and the next tax deadline. Click a client to enter their workspace — six tabs: Invoices, Transactions, Period, Income & Expenses, Reports, Settings. You have bounded, audited write access, not a read-only view.

Each client's Invoices tab is your review queue: six filter buckets (All, No document, Check data, Duplicate?, Flagged, Done) with the problems sorted to the top. Approve, flag with a reason, or fix the data yourself — a hard receipt gate blocks approving any VAT invoice without a document. The whole flow runs on keyboard shortcuts, and Approve all is honest about what it skips.

The Approve all button on a client's Invoices tab approves the loaded page's pending invoices in chunks of up to 50 (the server cap per request). The confirm dialog is page-honest — 'N of M' when more is pending than loaded — and the receipt gate still applies: VAT invoices without a document are skipped, never approved. The result toast reports exactly what was skipped.

17 system feedback templates cover the common review issues — 4 for documents, 9 for invoices, 4 for transactions; the newest is 'Payment proof missing'. The flag modal offers 6 quick-pick reasons plus free text. You can also create unlimited per-company custom templates, and apply one template to up to 50 targets in one bulk action. The client's owners and admins are notified in-app plus email/push.

When you flag an invoice, the client gets the reason and a notification. The moment they correct any data field on it, the invoice auto-resets from Flagged back to pending, moves out of the Flagged bucket into your open review work, and you get a 'Client corrected invoice' notification. No chasing — the round-trip closes itself. The cycle ends when you approve.

The export date range filters on the invoice date — the date printed on the invoice — not the upload date. Leave the range empty to export everything. One range per run: it applies uniformly to every selected client, and your export history records the period and invoice count per client.

Don't sign up for the client. Have them sign up themselves and invite you — that keeps the audit trail clean and the data ownership correct. Walk them through the first 20 minutes over a screen-share: signup → company wizard → plan choice → email forwarding → advisor invite → first test upload. The first 30 days are mostly about establishing an upload rhythm and clearing your work queue regularly.

Tax advisors have bounded, audited write access: they can review and correct invoices, categorize and clear bank transactions, set VAT rates, add income and expense entries, request receipts, and export. They cannot touch billing, team management, or your email accounts, and they cannot delete anything. Every action is logged and visible in your activity feed, and you can revoke access at any time.

Your client is the data controller. TaxItEasy is the processor (with a DPA). You as their tax advisor are a sub-processor of the client, accessing their data via TaxItEasy with bounded, fully audit-logged write access — never billing, team, or deletes. The processor relationship between you and the client is governed by your engagement contract, NOT by TaxItEasy.

Multi-currency is per-client (each company picks one base currency). Both the original amount and the converted amount are stored — using the actual charged rate when the receipt shows one (Stripe, Wise, card statements), otherwise the ECB reference rate for the invoice date. Your cockpit shows each client in their own base currency. VAT view + bulk exports sum in the client's base.

Exports preserve original-language vendor names and line items as-is. No automated translation. Column headers and status values are English (the posting-batch file for accounting software keeps that format's own conventions). The original document files are available as a ZIP of receipts, so anything that needs reading-in-language stays accessible.

Each client's Transactions tab is a work queue with 7 bucket pills: Open (the default), Needs receipt, Needs category, Review, Waiting, Done, and Ignored. Every transaction sits in exactly one bucket, counts are computed server-side over the full period, and a Resolved X/Y meter shows how close the period is to fully booked.

The invoice workbench is a three-pane review screen: invoice list left, original document center, data + comments + actions right. Six issue buckets (All, No document, Check data, Duplicate?, Flagged, Done) sort problems first, and a full keyboard layer (A approve, F flag, J/K navigate, and more) lets you clear a client's month without touching the mouse.

One click on Request receipt asks the client for the missing document: the transaction moves to Waiting, an append-only comment records the request, and every owner and admin of the client company gets an in-app notification plus email/push. No email to write, no thread to track — and when the document arrives, the query resolves itself.

An incoming invoice that carries VAT can never be approved without a usable supporting document — there is no override, not even in bulk approve. Zero-VAT invoices can pass, but only behind an explicit confirm. A finalized sales invoice's own generated PDF counts as its document. The result: every euro of reclaimed input VAT in a closed period is backed by a document.

Bulk clear and bulk categorize handle up to 50 transactions per request, with per-row skip reasons instead of silent failures. Smart cohorts detect two patterns that would otherwise distort the P&L — internal transfers between the client's own accounts and owner deposits — and offer a review-first overlay: you confirm each pair or deposit, then resolve the whole cohort in one action.

The Period tab runs a 10-item pre-export checklist with live counts — each item deep-links to the exact tab and bucket where the work sits. A period is flagged ready to attest only when every item is green. Above it, the VAT return card shows the filing bottom line in plain English: Input VAT, Output VAT, and Payable — or a green Refund due when the client is owed money.

Advisors can do the actual bookkeeping on a client's bank transactions: set categories, correct VAT rates, confirm matches, and clear transactions as booked. Category suggestions follow a strict precedence — the client's rules, then per-company learned memory, then AI — and always render as an accept-chip you click, never an automatic booking. Access is bounded: no billing, no team management, no deletions, every action logged, revocable by the client at any time.

TaxItEasy builds a virtual double-entry ledger from a client's invoices and bank transactions. By default, reports are drafts derived from categories. Add an advisor-maintained ledger — a seeded chart of accounts, category-to-account mappings, opening balances, and manual journal entries — and the same reports upgrade automatically to a statutory-grade trial balance and a vertical balance sheet.