Features - Taxza | CRM, ERP & Accounting for Tax Firms

Features

Everything in one platform

Everything you need to run the firm

One platform that sells, invoices, assigns, collects and accounts — automatically

Client Management (CRM)

Complete profiles with services, documents, invoices, orders, tasks and full history. Auto client codes, duplicate protection on email/phone/CNIC, live search, one-click WhatsApp and instant invoicing.

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Invoicing

Multi-line invoices with discounts, tax and auto totals. Auto-fill from your service catalog, branded PDF invoices, and smart draft/sent states so drafts never reach clients.

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Payments & Collections

Collect from admin, agents or clients. Clients upload payment proof from the portal, approvals route to the right accounting head, and FIFO allocation applies receipts across outstanding invoices.

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Automated Task Management

Tasks are generated automatically from invoices and orders — one per service. Intelligent auto-assignment routes each task to the right-skilled staff member with the lowest workload who is checked in today.

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Orders & Service Delivery

Create orders from any panel with attachments. Ordered services flow onto the client profile, and orders, invoices and tasks stay synchronized end-to-end.

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Double-Entry Accounting

A real engine, not bolted on: multi-level chart of accounts, auto-posting journals, receipt/payment/expense vouchers with locked posted states, ledgers, and Balance Sheet & P&L reporting.

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Built-In Tax Calculator

Manage tax years and slabs for salaried, businesses & AOPs, rental income, pensioners and companies. Live monthly/yearly conversion — and exposed via API for your public site.

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Attendance & Leave

Staff and agent check-in / check-out with bulk attendance for admins, attendance reporting and a full leave request and approval workflow.

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Leads & Sales Pipeline

Agents capture, track and nurture leads, then convert mature leads into clients in a single step — with the full activity trail attached.

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Secure Credentials Vault

Store portal usernames, passwords, PINs and portal names with reveal, copy and visibility controls — fully access-logged. Staff look up by CNIC/phone without seeing financials.

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Blog & Content

A WordPress-style rich-text editor with featured images, slugs, excerpts and publish controls — and content exposed via API to power your public marketing site.

Activity Log & Audit Trail

Every meaningful action across admin, agents, staff, clients, tasks, invoices, orders and credentials is logged and filterable for complete accountability.

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Taxza invoicing and accounting
The engine room

Real double-entry accounting, built in

Not a bolt-on. Every invoice and payment auto-posts to a proper double-entry ledger — so your books are always live, balanced and audit-ready.

  • Multi-level chart of accounts
  • Auto-posting journals from invoices & payments
  • Locked vouchers for audit integrity
  • Balance Sheet & Profit & Loss reporting
Explore accounting

An enterprise-ready platform

A self-service client portal, public APIs for your website, and enterprise-grade foundations under the hood

Client Self-Service Portal

  • Secure client login with email verification
  • View invoices, orders, documents & tasks
  • Upload documents & payment proof
  • Download invoice PDFs and comment on tasks
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Public APIs

  • Live services & sub-services
  • Blog content for your marketing site
  • Tax calculator endpoint
  • Clean, ready to power your public website
Explore APIs & integrations

Enterprise Foundations

  • Role-based access control end-to-end
  • Local or AWS S3 cloud storage
  • Timezone-aware (UTC stored, local display)
  • Built on Laravel 12 / PHP 8.2+

Stop running your firm across ten disconnected tools

Run it on one platform that sells, invoices, assigns, collects and accounts — automatically. Start your free trial today.

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