Tax Desk
SmallProfessional Services · Accountant, taxpayers
Document and filing tracking for accountants.
Built in this build
- Document upload
- Filing/deadline tracking
- Fee tracking
- Taxpayer list
- Document review
- Settings
- Data extraction from receipt photos
- Simple workload summary
Vision (needs external services)
- Deadline alert
- Document/photo upload
- Taxpayer document upload (photo)
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Document upload
- Filing/deadline tracking
- Fee tracking
Admin modules
- Taxpayer list
- Document review
- Settings
AI capabilities
- Data extraction from receipt photos
Automations
- Deadline alert
Analytics & reports
- Simple workload summary
Integrations
- Document/photo upload
Mobile
- Taxpayer document upload (photo)
Roles & permissions
- Accountant
- Taxpayer
Professional Services →
Time Bill
Time tracking and billing for consultants.
Milestone Pay
Tie work to milestones and invoice on time; late billing drains cash flow.
Sub Desk
Assign subcontractors and freelancers, track their pay; end payment chaos.
COI Vault
Collect vendor insurance and compliance certificates; expired paperwork is a liability.
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