Taxza gives tax consultants one platform to run their whole practice: a single record for every client, secure storage for portal credentials, invoicing and collections, and a client portal that cuts the back-and-forth. It replaces the spreadsheets, chat threads and scattered folders a busy consultant juggles at deadline time.
The challenges
- Dozens or hundreds of individual clients, each with their own documents, credentials and deadlines.
- Portal usernames and passwords kept in spreadsheets or chat, visible to everyone and tracked by no one.
- Chasing documents and payments by hand, then losing track of who has paid what.
- A small team wearing many hats, with no clear view of what still needs doing.
Example workflow
- A client engages you for their annual return.
- You create their profile once and store their portal credentials in the vault.
- You invoice for the service; the client pays and uploads proof in the portal.
- You file the return using the stored credential — every access logged.
How Taxza helps
One record per client
Every client's services, documents, invoices and history live on a single profile with duplicate protection and instant search.
Credentials kept safe
Store portal logins in an access-logged vault and look them up by CNIC or phone — without exposing financials.
Invoicing and collections
Raise branded invoices in seconds and track payments against outstanding balances automatically.
A portal that answers clients
Clients view invoices and status and upload documents themselves, so your phone stops ringing for updates.
Tax Consultants — questions & answers
Yes. Taxza works for individual consultants managing many clients, giving you one system for records, credentials, invoicing and a client portal without a big team to run it.
Yes. The secure credentials vault stores usernames, passwords and PINs with reveal and visibility controls, and every access is logged.
Yes. Each client gets a self-service portal to view invoices and tasks, download PDFs and upload documents and payment proof.
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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