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Accounting & tax practice management

For a practice carrying the obligations of dozens of businesses: a register of practice clients with their tax details, their documents and expiry dates, an encrypted vault for client portal credentials, and tax appeal hearings and training bookings — with alerts that arrive before an expiry rather than after it.

Practice clients

Path: Accounting practice → Clients — /taxoffice/clients

Purpose: a file per business the practice serves: its tax and legal details, the accountant responsible, and the contracted services. The client card opens tabs for documents, credentials and services.

Tab	Description
Master data	Name, code, activity, legal entity type, tax number, commercial registration and responsible accountant.
Documents	Tax card, commercial registration, import/export licence… each with a number, issue and expiry dates and attachments.
Credentials	Client portal accounts (e-invoicing, single window, filings) — stored encrypted.
Services	Contracted services with their value and frequency.

⚠️ Revealing a password requires a dedicated permission and is written to an audit trail recording who revealed which credential and when — the vault is not a text field.

Documents expiring soon

Path: Accounting practice → Documents expiring soon — /taxoffice/documents-expiring

Purpose: the screen opened every morning: every client document approaching expiry, ordered by the nearest — renewed before the penalty rather than after it. This is the first value a practice buys from the system.

💡 Proactive alerting: the alert can be delivered by email or WhatsApp a chosen number of days before expiry, so the practice does not depend on someone opening the screen daily.

Tax appeal hearings

Path: Accounting practice → Tax appeal hearings — /taxoffice/hearings

Purpose: tracking appeal committee hearings: the client, the committee location, the hearing date, the tax period and the status. The list computes days remaining, so the next hearing is visible at a glance.

Field	Description
Hearing no.	A sequential document number with the `HRG-` prefix generated by the system — quoted in correspondence.
Client name	From the practice client register, or free text (some names are not registered clients).
Committee location	From the committee locations list.
Hearing date / days remaining	The date, from which the countdown is computed.
Tax period / status	The period under appeal, and the hearing status (discussed, adjourned…).

Training bookings

Path: Accounting practice → Training bookings — /taxoffice/training

Purpose: client course bookings with the course type, booking and course dates and the certificate status — so you know who attended and who is waiting for a certificate.

Field	Description
Booking no.	A sequential document number with the `TRBK-` prefix handed to the client.
Course type	From the course types list.
Booking date / course date	Two independent dates — a booking may precede the course by weeks.
Certificate status	For example: certificate received / being issued.

Lookup lists

Path: Accounting practice → Activities / Legal entity types / Document types… — /taxoffice/client-activities

Purpose: the lists feeding the other screens: client activities, legal entity types, document types, credential systems, service types, appeal committee locations and course types. Set up once and rarely reopened.

ℹ️ Automatic codes: each list generates its next code automatically; entering the name is enough.

Fee receipts

Path: Tax office → Operations → Fee receipts — /taxoffice/fee-receipts

What it does: Collecting the office’s fees from a client on a voucher that clears them off the client’s account — so each client keeps a correct fee balance instead of one mixed up with expenses paid on their behalf.

Field	Description
Voucher number and date	Auto-numbered, and the day it was received.
Client and amount	From whom and how much.
Receipt account	A till or a bank.
Posting	Takes the amount off the client’s account and into the till.

The client credential sheet

Path: Tax office → Operations → Client credential sheet — /taxoffice/credential-sheet

What it does: Your clients’ logins to the government portals are kept in an encrypted vault. This screen shows them in clear — for one client or for all — when you need to use or hand them over.

Field	Description
Client	One client or all of them.
System	Which government portal.
Username, email, password	Hidden until you press “show” — and copied with one click.
Printing	A sheet carrying who printed it and when.

ℹ️ Every reveal is written to the audit log under your name. The printed sheet reads from any hand — do not leave it lying about and do not email it; destroy it after use. The screen itself sits behind a permission separate from seeing the client’s data.