A workspace built for tax practices: every client with their own file, deadlines, documents and status, a visible list of what is still missing, and an export as soon as the return is ready. Your package decides how many clients you may keep at the same time.
A tax practice does not fail on tax knowledge. It fails on the administration around it: which client has sent which document, which return is waiting on a single missing receipt, which deadline moves if that receipt does not arrive this week.
Most of that lives in a spreadsheet and in the head of whoever set it up. It works until the season, and then it works badly, because the season is exactly when everybody is asking at once and nobody has time to maintain the spreadsheet.
The tax module puts that overview in the system. One file per client, a clear status, deadlines that are visible before they become a problem, and a list of missing documents that the client can fill in themselves rather than by a chain of emails.
All in IDup — one login, no silos.
Documents, notes, status and the history of previous periods stay with the client. A colleague picking up a mandate reads what happened last year instead of asking the person who handled it, which is what makes holiday cover and handovers survivable.
Every client carries their own dates, and the overview shows what is due and what is already late. The point is not the reminder on the last day; it is seeing four weeks earlier that three clients will collide in the same week.
What is still missing is a list rather than a memory. Clients can supply their documents themselves, and the practice sees at a glance which mandates are actually ready to work on and which are still waiting.
When the figures are ready they leave in one step rather than being retyped into another system. What is exported is the checked result, not a work in progress.
Practices plan their season by capacity — how many returns can be produced in the weeks available. The plan is almost always right about the work and almost always wrong about the waiting.
The real bottleneck is the mandate that cannot be started because one document has not arrived. It blocks a slot, it gets postponed, and it comes back at the worst possible moment, often together with four others in the same position.
Making the missing documents visible per client, early, changes the shape of the season more than working faster does. The mandates that are ready can be pulled forward, and the ones that are waiting can be chased while there is still time for it to matter.
The client gets their own file with status, deadlines and history.
The missing documents are a visible list; the client can supply them directly.
The checked result leaves as an export, and the period is closed.
The tax module is sold in three sizes, and the difference between them is simply how many clients you may hold at the same time: 20, 100 or 200.
The limit counts the clients that are active in the module, so a practice that grows moves up a size rather than renegotiating anything. A client beyond the limit of your package can be added for an additional fee, which keeps an unexpected mandate in January from becoming a contract discussion.
Everything else — the file per client, the deadlines, the document collection, the export — is the same in all three sizes. You pay for the number of clients you carry, not for pieces of the product.
One login, ein Preis – keine versteckten Zusatzkosten.
Depending on your package, 20, 100 or 200 clients at the same time. Additional clients beyond that limit can be added for a fee.
Only the number of clients you may hold at once. The features are the same in all three.
Yes. What is still missing is shown as a list, and a connected client can upload directly instead of being chased by email.
It prepares, checks and exports the result. IDup is software rather than tax advisory, and the rules on electronic filing differ by country, so check what applies where you practise.
Yes, within their rights. Because the history stays with the client rather than with a colleague, cover during holidays and handovers do not require a briefing.
Yes. The same login also gives you accounting, invoicing, documents, appointments, messages and the app — the tax module adds the client-by-client workflow on top.
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