Accounting Firms

The whole client book, on one record

An accounting firm in the UAE carries the same client from bookkeeping through to a filed return. AudiTax keeps that entire run the client, their documents, their deadlines and their invoice in one place instead of four.

Onboarding that doesn't start with a spreadsheet

Clients import from Excel in bulk, typed as individuals or companies, each carrying the KYC file UAE AML supervision expects. A book of two hundred clients moves across without filling in two hundred forms.

Deadlines that arrive before the client asks

Corporate tax, VAT and trade licence renewal dates are tracked per client and raise alerts on their own, so your team chases the document rather than the date.

Billing attached to the work

Invoices and recurring retainers are raised against the same client record the work sits on, and each payment is tracked against the invoice it settles.

Features this practice leans on

Client ManagementCompliance TrackerInvoicing

Frequently asked questions

Is AudiTax accounting software?
No. It runs the practice around your ledger clients, compliance dates, documents, tasks and billing. Your bookkeeping stays where it is.
Can we move an existing client book across?
Yes. Clients import from Excel in bulk, so an established book does not have to be re-typed.
Does it cover our own AML obligations?
It holds the record-keeping side: client identity files, risk ratings, re-screening reminders and an activity trail. Your policies and your compliance officer's judgement stay yours.
How many of our staff can use it?
Staff seats depend on the plan the pricing page lists what each one includes.

Other practices

Tax AdvisorsCFO ServicesAll solutions

See it on your own filing calendar.

Thirty minutes with your own entities and deadlines, not a generic demo.