Individuals and companies, typed properly
A sole establishment and a mainland LLC do not carry the same information. Client records are typed as individual or company so each holds the fields that actually apply to it.
Client Management
One record per client, for the whole firm
A practice's client list usually lives in three places at once: an accounting package, a spreadsheet, and whichever partner onboarded them. AudiTax keeps individuals and companies on one record that everybody works from.
Bring your existing book across
Clients import from Excel in bulk, so moving an existing practice onto AudiTax does not mean re-typing hundreds of records by hand.
Everything hangs off the client
KYC files, documents, deadlines, tasks and invoices all attach to the same record so the client's history is one place, not a reconstruction.
Frequently asked questions
- Can we import our existing clients?
- Yes. Excel bulk import brings an existing book across without re-typing each record.
- Does it handle both individuals and companies?
- Yes, and the record is typed so each carries the fields relevant to it.
- Can the whole team see the same client record?
- Yes, within your firm's own workspace. Firms are isolated from one another.
- What else attaches to a client record?
- KYC files, documents, compliance deadlines, tasks and invoices.