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.
Choose your trade
One platform. Twelve 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.
Everything an accounting practice carries outside the ledgers, in one place.
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.
- 1Create an account
Email, practice name, password. In two minutes you have a working environment, with a service catalogue ready to adapt to your own.
- 2Add clients and obligations
Every client gets a file with their company type and recurring obligations — so the deadlines put themselves in the calendar.
- 3Close the month and bill it
Filings, ad-hoc work, invoice and payment — recorded before the next month opens.
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.
FAQ
What people usually ask before they start.
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.
Start your practice on TaxPro today.
5 days free, no card and no commitment.
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