Never Lose Track of a Client Again
Store all client information in one place - names, contact details, CNIC, addresses, and more. Find any client's information in seconds.
Manage Multiple Businesses Effortlessly
Organize each business separately under the same client, with its own tax ID, contact information, and records. Everything stays connected but organized.
Keep Portal Passwords Safe and Accessible
Store all FBR IRIS and Digital Invoice portal credentials securely with encryption. Your team can access them when needed with a simple show/hide toggle.
All Documents in One Secure Place
Upload tax returns, business registrations, financial statements, and any other documents. They're automatically compressed and stored securely in the cloud.
Create Professional Invoices Instantly
Generate branded invoices for your clients in seconds. Track which invoices are paid and which are pending. Print or send them directly.
Track Every Tax Return
Never miss a filing deadline again. Record when returns are filed, track their status, add important notes, and monitor amounts.
Give Your Team the Right Access
Add your staff members and assign roles (Admin or Staff). Control exactly what each person can see and do. Everyone works together smoothly.
Customize for Your Firm
Add your firm's logo, name, contact information, and branding. Every invoice and document reflects your professional identity.
Quick Search & Access
Find any client, business, or document in seconds. No more digging through filing cabinets or scrolling through endless spreadsheets.
Secure Cloud Storage
Access your files from office, home, or anywhere. No need to be in the office to access important documents.
Mobile Friendly
Works on computers, tablets, and phones. Manage your tax practice from anywhere, at any time.
Automatic Backups
Never lose important information. Your data is automatically backed up and secure in the cloud.
