Ready-made product · In development
Firm ERP
Practice management for accounting and tax firms.
Clients and KYC, document requests, a compliance calendar, preparer and reviewer approvals, return workflows, time and billing, and an authorised link to Daftar.
What it covers
- Client onboarding and KYC
- Document requests with a client portal
- Compliance calendar and deadlines
- Preparer, reviewer and partner approvals
- Time, retainers and professional billing
Built for
Accounting, tax and advisory firms that manage many client engagements.
Tax rules and e-invoicing support are being verified with qualified advisers and official sources. Nothing here is a statement of filed or certified compliance.
VAT return, Sample LLC (sample)
1Prepare
2Review
3Partner
4Client
Contact
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