Run Your Entire Tax Practice from One Platform
Manage clients, deadlines, cases, documents, billing, compliance and team collaboration in one secure cloud platform — built for Tax Consultants, Tax Lawyers, Chartered Accountants and Customs Consultants.
188 of 248 filed
12 filings due this week
A complete operating system for your firm
29 integrated modules replace the registers, spreadsheets, WhatsApp groups and loose files your practice runs on today.
Client CRM
Individuals & businesses with NTN, STRN, company details, notes, tags and a full service history timeline.
Case Management
Returns, audits, appeals, notices, registrations and customs cases — with status, priority, deadlines and assignees.
Compliance Calendar
FBR, SECP and Customs deadlines auto-tracked per client, with reminders before every due date.
Document Management
Secure client folders in your firm’s cloud storage with drag-&-drop upload for returns, notices and certificates.
Billing & Finance
Professional invoices, receipts, payment and expense tracking, plus revenue reports — know exactly who owes what.
Team Management
Owner, Partner, Manager, Associate, Staff and Receptionist roles with granular role-based access control.
Client Portal
Branded portal where clients upload documents, track case progress, view invoices and message your team.
AI Assistant
Draft notice replies, engagement letters and emails; summarise documents; generate checklists and workflows.
Android & iOS Apps
Your whole practice in your pocket — clients, cases, tasks, calendar, messaging and document upload.
One platform, four professions
Workflows tuned to the way each practice actually works in Pakistan.
Tax Consultants
Income & sales tax returns, withholding statements, NTN registrations and notice handling at volume.
ExploreTax Lawyers
Appeals before CIR(A), ATIR and High Court — case files, citations and client updates in one place.
ExploreChartered Accountants
Audit engagements, company filings, financial statements and multi-partner workflows with full RBAC.
ExploreCustoms Consultants
GD filings, customs cases, licence renewals and WeBOC workflows — with renewal reminders that never slip.
ExploreYour firm runs itself while you do the real work
Set it once. Every new client and every new case triggers the right folders, checklists, tasks and reminders — automatically.
- New client → folder created, onboarding checklist generated, manager assigned
- New tax return case → tasks generated, documents requested, deadline set
- Deadline approaching → client + staff notified by email, SMS and WhatsApp
What practitioners say
"Before Tax Pilot, September was chaos — registers, Excel and WhatsApp. This year we filed 240 returns and never missed a deadline. The compliance calendar alone is worth the price."
"My clients upload documents straight to the portal now. No more 'bhai, WhatsApp pe bhej dein'. It makes a two-person firm look like a corporate practice."
"I run appeals at ATIR and the High Court. Every hearing, every file, every client update is in one place — and the AI drafts my first-cut notice replies in minutes."
Plans that grow with your firm
14-day free trial on every plan. No credit card. Cancel anytime.
Starter
- 1 user · 250 clients
- 5 GB secure document storage
- Synced — Web, iOS & Android
- CRM, Cases, Tasks & Calendar
- FBR compliance calendar & reminders
Professional
- 3 users · 1,000 clients
- 10 GB secure document storage
- Everything in Starter
- Client Portal & messaging
- Billing & invoicing
- WhatsApp + SMS reminders
Business
- 10 users · unlimited clients
- 25 GB secure document storage
- Everything in Professional
- AI Assistant (5,000 credits/mo)
- Workflow automation
- Reports, analytics & priority support
Enterprise
- Unlimited users & storage
- Custom domain & full branding
- API access & integrations
- Dedicated account manager
- On-site training & migration
Ready to run a modern practice?
Join the firms across Pakistan replacing registers and spreadsheets with one secure platform.