One platform, four professions
Workflows tuned to the way each practice actually works in Pakistan — not a foreign template with the labels changed.
File hundreds of returns without losing one deadline
Filing season is volume work: the firms that win are the ones whose documents arrive on time and whose deadlines never slip. Tax Pilot tracks every client’s FBR obligations automatically and chases the paperwork for you.
- Compliance calendar auto-builds deadlines per client — income tax, sales tax, withholding statements
- Clients upload CNICs, bank statements and invoices straight to their portal — no more WhatsApp hunting
- Bulk ATL checks, NTN/STRN verification and the TY2026 salaried calculator built in
- Notice Inbox logs every 114/120/122/176 notice with its section and reply deadline
Every appeal, file and client update in one chamber
Appeals before CIR(A), ATIR and the High Court live or die on paper trails. Keep every case’s documents, deadlines and correspondence together — and let clients watch progress instead of calling for it.
- Case files with status, priority, assignee and stage — from notice to appellate order
- Document vault per client with the full filing history
- Clients see live case progress on the portal stepper — fewer “koi update?” calls
- AI assistant drafts first-cut notice replies and legal letters
From audit engagements to financial statements
Multi-partner firms need role-based control and clean financials. Tax Pilot gives every engagement a home — and compiles client Balance Sheets and P&Ls in minutes, with the accounting equation checked.
- Financial Statements module — Balance Sheet + Profit & Loss per client per period, printable
- SECP corporate filings and company registers per client
- Role-based access: Owner, Partner, Manager, Associate, Staff, Receptionist
- Bookkeeping Lite for the small clients you keep on retainer
GDs, licences and WeBOC — without the renewals slipping
Customs practice is deadline practice: GD filings, valuation disputes, licence renewals. Tax Pilot keeps the whole pipeline visible and reminds everyone before anything expires.
- Customs Centre with GD tracking and a duty estimator
- Licence renewal reminders that reach you and the client
- Client portal for shipping documents — invoices, packing lists, BLs
- Per-client billing for clearance work with recorded payments