A tax advisory's leads, tasks, client records and money inone platform, with a portal its clients open instead oftheir inbox.
Four workflows in one system with one login, financial visibility gated per role and enforced in the data layer, and a portal that answers 'where is my filing' without a phone call.
Happening now
- Annual return12 AugFiled
- Sales tax Q2reviewApproved
- Invoice #221PKR 240kPaid
- Audit 2025 draftpartnerPending
Leads in one sheet, filings in another, money in a third only partners could see — badly. Three sheets, three places to search.
Pipeline, tasks and client records share one model; approvals are records; the portal reads the same records with client permissions. Process mapping, then a permission matrix.
Permissions enforced where the data lives
Financial data is visible only to roles that need it, whatever screen asks. A lead becoming a client carries its history; approvals have an audit trail.
Client portal
Client portal: status of each engagement, documents, invoices
Notifications on the events the firm defines
Notifications on the events the firm defines
New hires learn the process from the system
New hires learn the process from the system
Migration from spreadsheets with a read-only safety month
Migration from spreadsheets with a read-only safety month
What shipped.
Lead pipeline
Kanban to client recordTasks & approvals
Records, not messagesClient records
Documents and historyGated financials
Role-based visibilityClient portal
Status without a callNotifications
Email and WhatsAppAssistant
Permissioned reportsIntegrations
Day-to-day toolsMore in production.
One back office, eight markets, seven currencies — prices set by hand in every one of them.
Per-market price ladders set by hand, a region engine at the request, DDP checkout, entity routing for payments, and a 17-module admin built as one system with roles.
Back office · Orders
27A cable calculator that turns two British Standards into a subscription product.
A permanent free plan converts on limits; Stripe subscriptions with plan gating, verified webhooks, proration and dunning; admin matches Stripe.
Compliance calculator · Pro
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