For Tax Advisors

All your clients.
Zero document chasing.

TaxItEasy gives you a single portal for every client — all documents digitized, reminders sent automatically until the 15th, and bookings matched without manual effort.

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40% of advisor time spent
chasing documents
15th automatic deadline — clients reminded
until all docs are in
95% AI invoice extraction
accuracy
Client Overview

All clients.
One portal. At a glance.

Stop toggling between email threads, shared folders, and spreadsheets. TaxItEasy gives you a live overview of every client — who's complete, who's missing documents, and who needs a nudge.

  • ✓ See all clients and their document completion status in real time
  • ✓ Filter by period, status, or missing document type
  • ✓ Download all documents for a client with one click
  • ✓ Full audit log — see exactly when each document was uploaded
TaxItEasy — Advisor Portal
Clients
Documents
Notifications
🔍 Search clients…
Client Documents Status
Müller GmbH
Q1 2026
12/12
Complete
Schmidt & Co.
Q1 2026
8/12
Reminded
Tech Ventures Ltd
Q1 2026
3/12
Overdue
Kowalski LLC
Q1 2026
12/12
Complete
Avraham Trading
Q1 2026
0/12
Pending
Automatic Reminders

The 15th is the deadline.
The system enforces it — not you.

As soon as an accounting period closes, TaxItEasy starts tracking which clients have submitted all their documents. Anyone with missing documents gets automatically reminded — repeatedly, until everything is in. You never have to send a single follow-up email again.

  • ✓ Reminder sequence starts automatically on the 1st of the following month
  • ✓ Clients receive polite, branded reminders at configurable intervals
  • ✓ Escalation on the 13th — final warning before deadline
  • ✓ You get notified the moment the last document is in
✓
Apr 30
Accounting period closes
April documents are now due. System begins monitoring completeness.
✉
May 1
Reminder #1 sent automatically
All clients with missing documents receive a friendly upload reminder. No action from you.
✉
May 7
Reminder #2 — still missing docs
Only clients who haven't completed are contacted again. Completed clients are never bothered.
⚡
May 13
Final warning — 2 days left
"Your accountant needs these documents by May 15th." Clear, urgent, personal.
✓
May 15
Deadline — all docs confirmed
You receive a summary notification. Every client folder is complete. You can start work immediately.
AI Document Processing

Every document
already categorized.

Your clients snap a photo, forward an email, or drag and drop a PDF. TaxItEasy's AI extracts supplier, amount, date, VAT, and category — automatically. By the time you open a client's folder, the documents are structured and searchable.

  • ✓ 95%+ extraction accuracy across invoices, receipts, and credit notes
  • ✓ Auto-categorization by expense type (travel, SaaS, utilities, etc.)
  • ✓ Duplicate detection — clients can't accidentally upload the same invoice twice
  • ✓ All documents searchable by supplier, amount, date, or period
  • ✓ Bulk export as structured CSV or ZIP for your accounting software
🧾
AWS Europe Invoice
Amazon Web Services · Mar 2026 · IT / Cloud
€312.40
✓ Processed
✈️
Ryanair Receipt
Ryanair DAC · Mar 2026 · Travel
€89.99
✓ Processed
🏨
Hotel Hilton Nicosia
Hilton Hotels · Mar 2026 · Accommodation
€247.00
⚠ VAT check
✓3 of 12 documents processed · Total: €649.39 · 4 VAT entries found
Transaction Matching

Invoices matched to
bank transactions. Automatically.

TaxItEasy compares uploaded invoices against bank transaction data and matches them automatically — by amount, date, and counterpart. What previously took hours of manual reconciliation happens in seconds.

  • ✓ Automatic matching of invoices to bank transactions by amount & date
  • ✓ Unmatched transactions flagged for your review — nothing falls through
  • ✓ Partial matches and split payments handled intelligently
  • ✓ Export matched pairs directly to your accounting software
Transaction Matching — March 2026 3 matched
Invoice
AWS Europe
€312.40
⟷
Bank transaction
AMAZON WEB SERV
€312.40
Invoice
Ryanair DAC
€89.99
⟷
Bank transaction
RYANAIR
€89.99
Invoice
Hilton Nicosia
€247.00
?
Bank transaction
No match found
Review needed
The Math

More clients.
Same hours.

Every hour you stop spending on document chasing is an hour you can bill, or an hour you can take back.

Time spent per month · 30 clients
Chasing documents per client
2h 0 min
Manual invoice data entry
45 min 2 min
Bank transaction reconciliation
1h 10 min
Answering "did you receive my docs?" emails
30 min 0 min
Time saved per month
~100h

Everything else you need

🔗

One-time client invite

Send one link. Your client connects their account to yours. From that point on, every new document they upload is automatically visible in your portal.

📋

Full audit trail

Every upload, access, and download is timestamped and logged. You always know what was submitted when — and have proof if a client claims otherwise.

🔒

Read-only access

Your portal is read-only by default. Clients cannot see each other's data. You can view and download, but only the client can add or delete their documents.

📤

Bulk export

Export all documents for a client as a structured ZIP or CSV in one click. Formatted for easy import into DATEV, lexoffice, or any accounting tool.

🌍

GDPR compliant

Data hosted exclusively in EU data centers. Full GDPR compliance for you and your clients — including the Data Processing Agreement you need for your practice.

📱

Mobile for your clients

Your clients scan receipts on their phone and it's instantly in your portal. No more WhatsApp photos or "I'll send you the scan later."

Free for advisors

Start with free advisor access.
Bring your clients later.

Get your advisor portal now and explore the platform. Invite clients whenever you're ready — free trial, no credit card required.

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