Manage every client’s books, taxes and documents from a single place — IDup makes advisory work faster, cleaner and far less dependent on what arrives in your inbox in March.
The economics of an advisory practice are decided by one number: how much of your time goes into collecting and correcting data versus advising on it. Chasing receipts, decoding a client’s spreadsheet, re-keying bank statements and asking the same question for the fourth time are not billable expertise — they are the reason capacity runs out before demand does.
IDup moves that work to where it belongs: to the source, continuously. Your clients capture receipts by photo, their payments reconcile themselves, and every entry carries the correct tax code from the day it happens. You work in live data with the source document attached to every figure, across all mandates, from one login — with your own permissions in each client’s workspace.
Multi-tenant workspaces keep each client’s data strictly separate while you switch between mandates in one click — no separate installations, no exported files, no version confusion.
Accounting, invoicing, documents, payroll and communication sit in the same platform for every client, so the answer to “where is that?” is always the same place.
See the status of every mandate at a glance: what is booked, what is open, what is waiting on the client.
Work from the office, from home or at the client’s premises, on any device, with nothing installed.
Receipts and supplier invoices are read automatically — vendor, amount, net, VAT rate, date — coded and posted with the document attached as proof.
The AI flags only what it is unsure about, so your team reviews a short exception list instead of typing everything. That is where the hours in a practice actually are.
Receipt capture, coding and matching happen automatically, with a human confirming the exceptions.
Recurring bookings, reminders and document requests to clients run themselves on schedule.
Because entries are correct as they are created, the year-end is a review rather than a reconstruction. Open items, accruals and unclear items are listed for you; everything already settled stays out of the way.
Deadlines are visible in advance and the figures behind them are ready, so filing season stops being a bottleneck that decides how many clients you can serve.
Encrypted on secure servers worldwide, with a full audit trail and per-mandate permissions.
From a solo practice to a full team — add staff, roles and mandates without adding systems.
Every mandate in its own strictly separated workspace, with your own login and permissions in each — and one overview across all of them.
Clients photograph receipts as they happen. The AI reads, codes and books them with the document attached, so nothing arrives in a shoebox in March.
Every entry carries the correct tax code and rate, so VAT returns and annual statements are assembled from data that has been right all along.
Your clients work in the same platform with their own permissions, upload documents and answer queries in context. IDup is software, not tax advisory.
IDup automates the routine — capture, coding, matching, reminders — so your billable hours go into judgement rather than transcription.
The practical effect is capacity. A practice that spends most of its time preparing data can only grow by hiring; a practice whose data prepares itself grows by taking on the next mandate.
It also changes the conversation with clients. When the figures are current all year, you advise on decisions that are still open instead of explaining decisions that were already made.
Mandate status, open queries, deadlines and documents — the whole practice in one place, on desktop and mobile.
You can see which clients are on track, which are missing documents and which deadlines are approaching, without asking anyone for a status update.
Every figure stays connected to its evidence: click a number, see the entries; click an entry, see the original receipt. That is what makes a review defensible instead of merely plausible.
Every practice knows the pattern: eleven quiet months, then a wall of work as clients deliver a year of paperwork at once, in whatever condition it happens to be in. Quality suffers, staff burn out, and the fees never fully cover the chaos.
That wall exists because the data is created in one place and processed in another, months later. Remove the delay and the wall disappears.
With IDup your clients capture receipts as they spend, payments reconcile as they arrive, and you see and correct issues while they are still small. By the time the year closes, the work is largely done — and the season becomes a review period rather than an endurance test.
You don’t pay extra for the rest of the platform. The same login gives you accounting with AI receipt capture, invoicing and online payments, tax filing, annual statements and financial reports, a full CRM with leads, estimates, contracts and projects, a helpdesk, a client portal, employee and payroll management, permissions and multi-tenant workspaces.
It also gives you the modern layer most practice software simply doesn’t have: IDup AI as an assistant across the platform, an AI chatbot for your website, automated workflows, marketing campaigns and a shared inbox for WhatsApp, SMS, email and social.
So the platform runs your own firm as well as your clients’ books — invoicing your fees, tracking your time, managing your team — in 27 languages, in 20 currencies, GDPR-compliant, on secure servers worldwide.
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