Tax Talk
SmallAccounting · Accountant, clients
Client Q&A portal with AI-drafted advisory replies.
Built in this build
- Question submission and tracking
- Answer archive
- FAQ library
- Question queue and assignment
- Answer approval
- Knowledge base management
- Reply draft from the question (accountant-approved)
- Similar past-question suggestions
- Question volume and response time
Vision (needs external services)
- Unanswered question reminder
- Email notifications
- PDF answers
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
- Question submission and tracking
- Answer archive
- FAQ library
Admin modules
- Question queue and assignment
- Answer approval
- Knowledge base management
AI capabilities
- Reply draft from the question (accountant-approved)
- Similar past-question suggestions
Automations
- Unanswered question reminder
Analytics & reports
- Question volume and response time
Integrations
- Email notifications
- PDF answers
Mobile
- Client mobile questions
Roles & permissions
- Accountant
- Client
Accounting →
Fee Folio
Firm fees: monthly billing and collections tracking.
SGK Desk
Track SGK hire/exit filings and deadlines to dodge administrative fines.
Doc Drawer
Financial document archive: POAs, signatory circulars, contracts, expiry alerts.
Receipt River
Receipt/invoice collection: clients snap, AI extracts the data.
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