The engagement holds its own file
Working papers and the documents a position rests on stay against the client and the engagement, so a memo written this year can still be explained in three.
Tax Advisors
Every position, with the evidence still attached
A position you took for a client two years ago is only as good as what you can still show for it. AudiTax keeps the correspondence, the documents and the dates attached to the engagement rather than to whoever handled it.
Filing dates that don't depend on a diary
Corporate tax registration, return dates and VAT periods are tracked per client, with alerts raised automatically as they approach.
Work you can hand over
Tasks carry an assignee and their own activity log, so an engagement can move between advisors without the context leaving with a person.
Features this practice leans on
Frequently asked questions
- Does AudiTax give tax advice or draft positions?
- No. It organises and evidences your work; the technical judgement stays yours. AudiTax does not draft positions, write memos or cite authority, and there is no AI advisory module in the product.
- Can we track corporate tax and VAT for the same client?
- Yes. The services a client subscribes to determine which obligations are tracked for them.
- Where do working papers live?
- In the Document Vault against the client, with password protection available and access following your team's roles.
- Can we see what is due across the whole book?
- Yes upcoming obligations across every client appear in one view rather than per file.