Every tool your firm needs. Nothing it doesn't.
Eight deeply integrated modules built specifically for Philippine accounting practice management.
Client Hub
Complete client management. Philippine-first.
- TIN and RDO code capture
- Entity type auto-determines compliance calendar
- VAT/non-VAT and employer flags
- Multi-contact per client (owner, authorized rep, finance officer)
- Client health score (compliance rate, document speed, payment history)
- Secure client portal with branded subdomain
- Full activity timeline per client
- Digital onboarding checklist
Client Hub
TIN and RDO code capture
Entity type auto-determines compliance calendar
VAT/non-VAT and employer flags
Multi-contact per client (owner, authorized rep, finance officer)
BIR Compliance Calendar
Never miss a BIR deadline again.
- Auto-populated based on entity type and registration
- 20+ BIR filings pre-loaded and maintained by us
- Deadlines auto-update when BIR announces changes
- Holiday-adjusted and eFPS-aware due dates
- 30 / 14 / 7 / 2 / 1 day alerts via Messenger or email
- Firm-wide calendar view across all clients
- Penalty calculator shows cost of missing each deadline
- Filing status from Pending → Collecting → In Progress → Filed → Acknowledged
BIR Compliance Calendar
Auto-populated based on entity type and registration
20+ BIR filings pre-loaded and maintained by us
Deadlines auto-update when BIR announces changes
Holiday-adjusted and eFPS-aware due dates
Document Vault
Every client document. Always where you need it.
- Encrypted cloud storage organised by client, year, and filing type
- Document requests sent via Messenger — clients upload via chat link
- Version control — prior versions retained for amended returns
- AI extracts key figures from uploaded BIR returns
- Missing document tracker per task
- Expiry tracking for Mayor's Permit, BIR COR, DTI/SEC certificates
- Bulk download for audit or handover
- Document approval workflow
Document Vault
Encrypted cloud storage organised by client, year, and filing type
Document requests sent via Messenger — clients upload via chat link
Version control — prior versions retained for amended returns
AI extracts key figures from uploaded BIR returns
Task & Workflow Management
From document collection to acknowledgement receipt.
- Kanban and list view across all client tasks
- Pre-built checklist per filing type (collect docs → prepare → review → approve → file → record ack number)
- Staff assignment with workload balancing
- Manager approval gate before any filing is submitted
- Internal threaded comments with @mentions
- Time tracking per task for profitability analysis
- Task escalation when deadline approaches unassigned
- Acknowledgement number logged against every filed task
Task & Workflow Management
Kanban and list view across all client tasks
Pre-built checklist per filing type (collect docs → prepare → review → approve → file → record ack number)
Staff assignment with workload balancing
Manager approval gate before any filing is submitted
Billing & Retainer Management
Get paid on time. Understand your profitability.
- Professional invoices with VAT treatment
- Monthly retainer auto-billing
- GCash, Maya, and card payment links via PayMongo
- Outstanding balance dashboard with one-click reminders
- Client profitability — time spent vs fees earned
- Expense disbursement tracking (filing fees, stamps, courier)
- Ad-hoc service billing beyond retainer scope
- Revenue reports by client, service type, and month
Billing & Retainer Management
Professional invoices with VAT treatment
Monthly retainer auto-billing
GCash, Maya, and card payment links via PayMongo
Outstanding balance dashboard with one-click reminders
Communication Hub
One inbox. Every channel. Every client.
- Unified inbox — Messenger, WhatsApp, email, and SMS in one feed
- All messages linked to the correct client record automatically
- Messenger is the default channel — because that's how PH clients communicate
- Document requests trigger a secure Messenger upload link
- Broadcast deadline reminders to all clients with upcoming filings
- Pre-approved message templates in English and Filipino
- Two-way conversation threading
- Full communication audit trail per client
Communication Hub
Unified inbox — Messenger, WhatsApp, email, and SMS in one feed
All messages linked to the correct client record automatically
Messenger is the default channel — because that's how PH clients communicate
Document requests trigger a secure Messenger upload link
AI Assistant
Intelligence built for Philippine compliance.
- Auto-drafts Messenger reminders and document requests in English or Filipino
- Reads uploaded BIR returns and extracts gross income, VAT amounts, and tax paid
- Risk prediction — flags clients likely to miss upcoming deadlines
- Cross-checks figures before filing (e.g. 2550Q vs 2550M totals)
- Natural language task search ("all VAT clients with no 2550M for March")
- Client portal Q&A — clients ask questions, AI gives preliminary answers
- Engagement letter drafting from client profile data
AI Assistant
Auto-drafts Messenger reminders and document requests in English or Filipino
Reads uploaded BIR returns and extracts gross income, VAT amounts, and tax paid
Risk prediction — flags clients likely to miss upcoming deadlines
Cross-checks figures before filing (e.g. 2550Q vs 2550M totals)
Reports & Analytics
The numbers your partners need to run the firm.
- Live dashboard — tasks due today, overdue, documents pending, unread messages
- Compliance rate by month, filing type, client, and staff member
- Client risk ranking — who needs attention this week
- Staff performance — completion rate, on-time rate, time logged
- Revenue analytics — MRR, collection rate, revenue by service type
- Document collection efficiency — average days from request to receipt
- Monday morning email digest for partners
- Export all reports to Excel
Reports & Analytics
Live dashboard — tasks due today, overdue, documents pending, unread messages
Compliance rate by month, filing type, client, and staff member
Client risk ranking — who needs attention this week
Staff performance — completion rate, on-time rate, time logged
See it in action
Book a 30-minute live demo and see every module working with a real firm setup.