Taxy, the app that makes it dead simple for accountants to gather & prepare their client’s documents for tax time.
Made for accountants, loved by clients.
Features that bring a smile
Every aspect of Taxy is designed with one question in mind. What do accountants and their clients need to make managing their tax return docs as easy as possible?
Client dashboard
See at a glance which of your clients you are still waiting on for answers and documents. The dashboard shows you which team member is managing each client, when their next tax return is due, and how many items are ready for you to review.
Client view
Clients get access to a set of questions and requirements, categorised according to your client
questionnaire, based on the structure of the tax return. Rollover each financial year to make
setup a breeze.
Manage client docs
Never lose a client’s documents in your inbox or on a shared drive ever again. Clients can upload their docs for each individual question, ready for you to review. They can even leave you a note if they need to clarify something.
Worklist
As clients answer your questions or submit documents, work your way through a filterable list of items. An easy way to be sure you’ve looked at everything and keep on top of your clients’
returns.
Get started today
We’d love to talk to you about how you work with your clients, and give you a demo of Taxy. We already have accountants using Taxy with their clients, and we can arrange for you to start trying Taxy out.
Kind words from great people
