For tax preparers
Your season runs on memory and a spreadsheet: who has sent documents, who has been chased, who is waiting on you. It holds together until volume rises, and then the thing that breaks is the client who quietly never heard back.
Every client, what is outstanding from them, what is outstanding from you, and who needs chasing today — as a list rather than a recollection.
Filing deadlines are set by the tax authority and do not move because a client sent their documents late.
A working record of a practice during the weeks it cannot afford to lose one.
Each client carries what has been received, what is missing and when they were last contacted. Chasing is generated from that.
It does not give tax advice and does not touch a return. It organises the practice, and the disclosures on this page say exactly that.
Bring in this season’s client list before the next one starts.
The client records are ordinary data and export whole.
No practice has been asked for a review of this yet.
The Self-Governing tier is free, permanently, and you do not need a credit card to start. The full platform, every engine, every trade — free forever. Paying for a higher tier buys more volume and more leverage — it never unlocks a capability we were holding back.
If it turns out not to be for you, you have paid nothing and there is nothing to cancel.