Help for tax advisors
Advisor dashboard, review queue, bulk approve, flag templates, auto-reset, period-filtered bulk export, client onboarding, GDPR and multi-currency clients.
The advisor dashboard and client workspace
The dashboard sorted by urgency, and the six tabs waiting inside a client.
The review queue, explained
Six buckets with the problems on top, and the three ways to clear one.
Bulk-approve up to 50 invoices
What Approve all really approves, and why the dialog shows you two numbers.
Using flag templates
The ready-made reasons, the quick picks, and how to add your own.
Auto-reset when a client edits a flagged invoice
What happens the moment a client touches an invoice you flagged.
Bulk export: picking the right date range
Which date the range filters on, and why that is not the upload date.
Onboarding a new client as a tax advisor
Why the client signs up and not you, and the first twenty minutes together.
What your tax advisor can and cannot do
The bounded write access advisors get, and the things it never covers.
GDPR considerations for tax advisors
Who is controller, who is processor, and where you sit in that chain.
Multi-currency for cross-border clients
One base currency per client, both amounts kept, and which rate was used.
Language handling in exports
Vendor names stay in their own language; here is what does come out English.
The transaction work queue, explained
Seven buckets, every transaction in exactly one, and what moves it to the next.
The VAT workbench: reviewing client invoices
Three panes: the list, the original document, and everything you can change.
Request a receipt from your client in one click
One click, and everything it sets off on the client's side.
Why VAT bookings need a receipt
The rule that has no override, and the one case that passes behind a confirm.
Bulk clearing and smart cohorts
Clearing in batches, and the two patterns that would otherwise distort a P&L.
The period checklist and VAT return prep
Ten items with live counts, each linking straight to the work that is left.
Booking transactions for your clients
The bookkeeping you can do on a client's transactions, and whose category wins.
The statutory ledger and manual journal entries
From category-derived drafts to a real chart of accounts, and what that changes.