Taxza brings an accounting firm's CRM, invoicing, staff workflow and real double-entry accounting into one platform. Client work is tracked from engagement to delivery, invoices post straight to the books, and a full audit trail records who did what — so month-end and year-end are calmer and your own accounts are always current.
The challenges
- Billing in one tool and keeping books in another, then reconciling the two by hand.
- Allocating work across staff and knowing what is actually done.
- Keeping accounts audit-ready with a clear record of every change.
- Giving clients visibility without a stream of status calls.
Example workflow
- You engage a client on a monthly bookkeeping retainer.
- You invoice the retainer; it posts to the double-entry ledger automatically.
- Tasks for the month's work auto-assign across your team.
- You pull a Balance Sheet and P&L that are already up to date.
How Taxza helps
Real double-entry accounting
A proper engine with chart of accounts, auto-posting journals, locked vouchers and Balance Sheet and P&L reporting.
Billing that posts to the books
Every invoice and approved payment posts automatically, so billing and accounts never drift apart.
Balanced staff workloads
Tasks generate from invoices and orders and auto-assign to the right, least-busy staff member on duty.
Accountability by default
A filterable audit trail records meaningful actions across clients, invoices, tasks and credentials.
Accounting Firms — questions & answers
Both. Taxza has a genuine double-entry accounting engine — chart of accounts, auto-posting journals, locked vouchers and financial statements — not just invoice totals.
Yes. Tasks are generated from invoices and orders and auto-assigned to the right-skilled, least-busy staff member who is checked in that day.
Yes. A filterable activity log records meaningful actions across clients, invoices, orders, tasks and credentials.
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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