Anchor it to the client
A service reads a date from the client record itself — the VAT due date, the licence expiry — rather than a date you retype per client.
For tax firms
Built for the practice, not the taxpayer
Almost every tax and accounting tool in this market is sold to the business that owes the tax — one entity, one set of books, one deadline. A practice has a different problem: two hundred entities, two hundred sets of dates, and one team answerable for all of them.
Two different jobs
Software for the taxpayer
Software for the practice
One company's books, one VAT return, one calendar.
Every client's obligations on one calendar, with the ones closest to due at the top.
Deadlines you remember because they are yours.
Deadlines generated from each client's own dates, because nobody remembers two hundred.
Documents filed wherever the owner put them.
A client file per client, with KYC, an activity trail, and a record of who changed what.
You are the only user.
A team with roles, where the question of who could see a client's records has an answer.
How the deadlines actually get made
You define a service once — VAT Filing, Corporate Tax, Audit — and say where its date comes from: a field on the client record, plus an offset. AudiTax works out which clients that service applies to, generates the obligation for each of them, and rolls the date forward when a cycle closes so the next one is already there.
01 02 Apply it conditionally
A service can require a flag on the client to be true, so VAT work appears only for VAT-registered clients and audit work only where audit is engaged.
03 Let it roll forward
When a cycle completes, the next anchor is written back to the client record, so the client form and the schedule cannot disagree about when the next one is due.
04 Get told before it hurts
A daily sweep raises alerts as dates approach. Anything three days out or closer earns its own notification instead of waiting for the morning digest.
Included out of the box
- VAT Filing
- Corporate Tax
- Audit
- License Renewal
- Establishment Card
- Monthly Accounting
Six service definitions ship seeded, and you can define your own. Confirm each against your clients' actual obligations — a seeded definition is a starting point, not tax advice.
Where the boundary is
AudiTax is the layer your practice runs on. It is not the ledger your client keeps.
- It is not accounting or bookkeeping software, and it is not an ERP. If you need a general ledger, you still need one.
- It does not file returns. A person submits everything, every time.
- It does not judge a tax position. Whether a treatment is right stays with the firm.
- How is this different from the accounting software my clients use?
- Their software manages one company's books. AudiTax manages your book of clients — every entity you act for, the obligations each one carries, and the work your team owes against them.
- Do I still need bookkeeping software?
- Yes, if you do bookkeeping. AudiTax is not a ledger and does not replace one. It is the practice layer above whatever ledgers you or your clients keep.
- Can I define services that are not seeded?
- Yes. Six definitions ship seeded — VAT Filing, Corporate Tax, Audit, License Renewal, Establishment Card and Monthly Accounting — and you can add your own, anchored to whichever client date drives them.
- Does the whole team see every client?
- Access is scoped by role within your firm, and every record change is written to an activity trail with the user who made it. See the security page for what that covers and what it does not.