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Firm Portal

The Firm Portal enables accounting professionals to manage VAT compliance for multiple client businesses.

Who Should Use Firm Portal?​

  • Accounting Firms - Managing client VAT compliance
  • Bookkeepers - Handling multiple business clients
  • Tax Professionals - Preparing client VAT returns

Features​

Multi-Client Dashboard​

  • View all clients at a glance
  • Aggregate compliance scores
  • Prioritized action items
  • Deadline tracking across clients

Client Management​

  • Add and remove client businesses
  • Set up client business profiles
  • Manage client users and permissions
  • Transfer clients between staff

Bulk Operations​

  • Import transactions for multiple clients
  • Generate multiple returns
  • Batch export for filing

Team Collaboration​

  • Assign clients to team members
  • Track work status
  • Review and approve returns
  • Audit trail of all actions

Getting Started​

Adding a Client​

  1. Go to Clients > Add New
  2. Enter client business details
  3. Set up TIN and VAT number
  4. Invite client users (optional)

Managing Permissions​

  • Full Access - Can import, edit, generate returns
  • View Only - Can view but not modify
  • Review Only - Can approve returns only

Subscription Tiers​

TierMax ClientsPrice
Founding Member25$99/mo
Peer Network25$299/mo
Founding Member

Lock in $99/mo for life. Limited to 20 spots.

Next Steps​