Taxza questions & answers
Everything firms ask before switching to Taxza — grouped by topic. Still curious? Talk to us.
About Taxza
Taxza is an all-in-one CRM, ERP, accounting and practice-management platform for tax consultants, accounting firms, tax agencies and corporate service providers. It unifies clients, orders, invoicing, tasks and real accounting in one system.
Taxza is a product built and maintained by RASCODEX.
Tax consultants, corporate service providers and accounting firms who want to replace spreadsheets, chat apps and disconnected invoicing with one role-aware platform covering CRM, ERP and accounting.
CRM & clients
Yes. Taxza keeps a complete record for every client — their services, documents, invoices, orders, tasks and history — with duplicate protection on email, phone and CNIC, and instant search.
Yes. Every client gets a secure self-service portal to view invoices, orders, documents and tasks, upload payment proof, download invoice PDFs and comment on tasks.
Yes. When you add a client, Taxza checks the email, phone and CNIC against existing records before a duplicate can be created.
Accounting & invoicing
Yes — a full double-entry engine with a multi-level chart of accounts, auto-posting journals from invoices and payments, locked vouchers for audit integrity, and Balance Sheet and Profit and Loss reporting.
Yes. Every invoice and approved payment auto-posts to the double-entry ledger, so billing and books stay in sync with no re-keying.
Yes. You can produce Balance Sheet and Profit & Loss reports on demand, always reflecting current activity.
Tasks & workflow
Tasks are generated automatically from invoices and orders — one per service — then auto-assigned to the right-skilled staff member with the lowest workload who is checked in that day.
Yes. Staff and agents check in and out, admins can mark bulk attendance, and a full leave request-and-approval workflow feeds task assignment.
Security & access
No. Role-based access control means staff see only their assigned work and can look up portal credentials by CNIC or phone without ever seeing private financials. Every access is logged.
Portal usernames, passwords and PINs are kept in an access-logged vault with reveal, copy and visibility controls, so they are used accountably rather than shared in spreadsheets or chat.
Yes. A filterable activity log records meaningful actions across admins, agents, staff, clients, tasks, invoices, orders and credentials.
Pricing & getting started
Taxza starts with a 7-day free trial. Basic is PKR 5,000/month for up to 50 clients, Professional is PKR 10,000/month with unlimited clients, and Enterprise is custom-priced. Prices are also shown in AED and USD based on your region.
Yes — Taxza offers a 7-day free trial so you can evaluate it with your own workflow before committing.
Start your trial at app.taxza.pk/signup. For questions, contact the RASCODEX team through the contact page, email taxza@rascodex.com, or WhatsApp +92 320 8667932.
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