One workspace for the whole practice
Most practices run on a spreadsheet for clients, a folder tree for documents, a calendar for deadlines and somebody's memory for the rest. Taxira holds them together, so the state of the work is a thing you can look at rather than assemble.
14 days of full access. No card required, and nothing is charged when it ends.
Client management
The record everything else hangs from — the client, who is responsible for them, and what has happened.
- Client records
- Entity type, sector, city, NTN and STRN, with contacts and a primary contact who is always identified.
- Assignment
- Every client has an assigned consultant, and that assignment is what scopes what a consultant sees.
- Timeline
- A client's history, derived from the firm's audit trail rather than kept as a second record that can disagree with it.
- Approval, when a firm wants it
- A new client can wait for a manager before becoming active. Off by default — a firm turns it on if that is how it works.
Compliance
Obligations, the filings they generate, and what is outstanding on each.
- Obligations
- Recurring responsibilities against an authority, on the day-of-month pattern Pakistani deadlines actually use.
- Filing console
- What is due, what is late and what is blocked, grouped by what needs attention rather than sorted by date.
- Evidence
- A submission records the authority's acknowledgement, how it was filed and when. A filing without that evidence is not recorded as submitted.
- Review before filing
- A firm can require a manager's approval before a return is submitted. On by default.
Documents
The papers a practice holds for its clients, with the version history intact.
- Versions
- Replacing a document keeps the one it replaced. A superseded version is never deleted, so what was filed last year is still there.
- Checklists
- A filing names the documents it needs, and the ones still missing are what stops it being submitted.
- Verification
- Documents can be sent for review and accepted or sent back with a reason.
- Expiry
- Documents that go out of date are tracked and surfaced before they do.
Engagements and services
What the firm has agreed to do for a client, and what that agreement produces.
- Service blueprints
- A service is defined once and pinned to the engagement at the version it was sold, so changing a blueprint never rewrites work already agreed.
- Generated work
- Activating an engagement creates the obligations and tasks the service calls for.
- Delivery promise
- An engagement can carry a target in working days, measured against a calendar the firm maintains — including the holidays it actually observes.
Billing
Invoices, payments and what is outstanding, in exact figures.
- Invoices
- Raised by hand or by the service being sold, completed, or filed. Numbered per firm, in sequence, with no gaps.
- Payments
- Full and partial, with the balance tracked. A payment can never exceed what is outstanding.
- Corrections
- An invoice is voided or credited, never deleted. Both records survive.
- Receivables
- What is outstanding, what is overdue and by how long, counted in calendar days.
Client portal
Where a client sends what you asked them for, and nothing else.
- Requests
- A client sees the documents this firm asked for and can answer them. There is no general upload — a file always arrives against a request.
- Review
- The firm accepts the document or sends it back with a reason, and accepting satisfies the filing that was waiting for it.
- Separation
- A portal account reaches its own client's requests and nothing else, at one firm at a time.
- Off by default
- A firm turns the portal on when it wants clients in it.
Tasks, notifications and reporting
What is happening, who is doing it, and what it added up to.
- Tasks
- Assigned, prioritised, with dependencies that must be resolved before work can proceed.
- Notifications
- In the application, when work is assigned to you or a filing is waiting for your approval.
- Reports
- Revenue and collections, receivables ageing, renewals, client portfolio, team productivity, document compliance, compliance completion, revenue by service, and delivery against the promise.
- Roles
- Six fixed roles. What each can see and do is decided by the role and the clients assigned to them.
Try it with your own practice
Fourteen days of full access, no card required. Set up one service and one client and see what it produces.