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Edition for accountants

Every client, every deadline and whatever is still missing.

Your client book with each one’s open items, filing deadlines in a single calendar, the paperwork you are still waiting on marked against the client, and retainers that actually get collected — instead of lists in three notebooks.

  • Filing deadlines
  • Open items per client
  • Retainer fees
  • Works on mobile too
The TaxPro open-items screen, the way you see it in the morning.

Choose your trade

One platform. Nine editions, each speaking the language of your job.

The same CRM FLOW platform adapts to your trade: the terminology, the record fields, the paperwork and the reminders all change. Pick yours below and watch the whole page follow.

What you get

Everything an accounting practice carries outside the ledgers, in one place.

From the receipt that never arrived to the retainer that gets collected: TaxPro replaces the deadline list, the “please send me your invoices” messages and the fee spreadsheet with one app tied to your client book.

Deadlines and filings

VAT, payroll, periodic and annual returns in one calendar, with a reminder before the deadline — so you are not chasing on the last day.

Open items board

Who owes you what: receipts, signatures, details. You see at a glance which filings are blocked and why.

Client file

Tax number, company type, filing credentials and the whole filing history together, with each period’s paperwork attached.

Voice notes

Dictate what you agreed on the phone and it stays in the client file — not on a sticky note on the monitor.

Retainers and payments

Monthly retainers, ad-hoc work and expenses from your own price list, with each client’s outstanding balance always in front of you.

Team and roles

Staff with per-role permissions: assign clients and filings, and see who did what during the month.

How it works

From the first receipt to the first payment, without lists.

No installation and no training — you open the browser and work.

Create an account

Email, practice name, password. In two minutes you have a working environment, with a service catalogue ready to adapt to your own.

Add clients and obligations

Every client gets a file with their company type and recurring obligations — so the deadlines put themselves in the calendar.

Close the month and bill it

Filings, ad-hoc work, invoice and payment — recorded before the next month opens.

Who it is for

Built for small accounting practices and independent accountants.

Accountants working alone

Dozens of clients, one memory: TaxPro keeps deadlines, open items and fees in one place, so you do not have to remember who has not sent their invoices yet.

Practices with staff

Several people, many clients. Split the book, see each person’s load and what fell behind, without asking one by one.

Business advisers

If you also advise, ad-hoc work is billed next to the retainer, in the same file. Create an account.

  • No missed deadlines — reminders arrive before the filing, not after the penalty.
  • Clear open items — you know which client is blocking which filing.
  • Retainers — the monthly charge produces itself and the arrears are visible.
  • History per client — every filing and every conversation, years later.
  • No lock-in — export your data and cancel whenever you decide.

Pricing

One price for the whole business.

No per-computer licences, no setup fee and no charge per customer. You pay one subscription and get the entire application, updates included.

TaxPro — complete plan

€24.99/ month, per office

Or €249.90 a year — 2 months free (€20.83 a month) when paid annually.

Start a 14-day free trialSee full pricing →

Prices exclude VAT. Cancel whenever you want.

INCLUDED

  • Unlimited clients & records
  • Appointment and job scheduling
  • Client record with full history
  • The tools of your trade
  • Voice capture
  • Quotes, charges and payments
  • Staff accounts
  • Security & GDPR
  • Updates & support

Security

Your data, hosted in Europe and owned by you.

Your clients’ tax details, kept properly.

Client details, paperwork and financials are hosted on AWS infrastructure inside the European Union, encrypted in transit and at rest — so a lost laptop does not mean an exposed client book.

  • TLS encryption and an encrypted database
  • Per-role permissions and an action log
  • Automatic daily backups
  • GDPR compliance and data export

FAQ

What people usually ask before they start.

Does it warn me about filing deadlines?

Yes. Each recurring obligation on a client produces its own deadline in the calendar, with a reminder as many days ahead as you choose.

Can I see which client has not sent their paperwork?

Yes. The open-items board shows what is missing per client and per period, so you know which filing is blocked before the deadline arrives.

Does it support a fixed monthly retainer?

Yes. You set a retainer per client and add ad-hoc work from your price list; the invoice and the arrears come from those same entries.

Does it file returns with the tax authority?

No — TaxPro does not submit returns. It is the practice around the filing: client book, deadlines, open items, paperwork and fees, alongside the software you already use for the ledgers.

What happens to my data if I stop the subscription?

It stays yours. You can request a full export of clients, obligations, work and balances in a standard format at any time.

Start your practice on TaxPro today.

14 days free, no card and no commitment.