Corporate service providers deliver defined, document-heavy engagements — company incorporations, secretarial work, compliance filings. Taxza runs each one as an order that flows onto the client profile, generates the delivery tasks, keeps supporting documents attached, and shows the client live status in their portal.
The challenges
- Multi-step engagements where a missed step stalls the whole delivery.
- Documents scattered across email and drives instead of attached to the job.
- Clients constantly asking where their incorporation or filing stands.
- No clean link between what was ordered, billed and delivered.
Example workflow
- A client orders a company incorporation and uploads their documents.
- You raise the order with the files attached; tasks are generated.
- Each step auto-assigns to the right staff member and progresses.
- The client tracks status in their portal until delivery is complete.
How Taxza helps
Order-driven delivery
Raise an order with attachments; the ordered services flow onto the client profile and generate their tasks.
Everything stays in sync
Orders, invoices and tasks move together, so nothing is billed but undelivered or delivered but unbilled.
Live status for clients
The client portal shows orders, documents and tasks, cutting status chasing to near zero.
Accountable execution
Auto-assignment routes each step to the right person and the audit trail records every move.
Corporate Service Providers — questions & answers
Yes. Orders capture what a client asked for, flow onto their profile, and generate the delivery tasks — keeping orders, invoices and tasks synchronized end-to-end.
Yes. The self-service portal shows clients their orders, documents and tasks, so they can see progress without calling.
Documents attach to the order and the client record, so the files a job needs travel with it instead of sitting in email.
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.
Start Trial