Selling time and skills
Audit, VAT, corporate tax, bookkeeping and company services: client onboarding, step-by-step cases and deadline reminders.
Made for Accountants, auditors, tax advisers and business setup consultants
Start with the Accounting and audit firm setup All business types
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TAX INVOICE
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Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
From the fee proposal to an opened client file, with the identity and conflict checks.
The monthly cycle for a client: collect, record, reconcile, review, report and bill.
Renew a client's trade licence and keep the papers in order.
Collect an unpaid balance step by step, from the first statement to a final decision.
Statutory audit from client profile to the signed report.
Register a company for VAT with the FTA and archive the certificate.
Prepare, approve and file a VAT return before the FTA deadline.
Register for corporate tax on EmaraTax and archive the certificate.
Prepare and file the corporate tax return on EmaraTax and follow the payment.
Company liquidation with the DED, including the 45 day notice period.
These start as templates. Turn on the ones you want and they appear on the right day.
| VAT returns due this month | Every month | List every client whose return is due and track each one. |
|---|---|---|
| Corporate tax deadlines review | Every 3 months | Check registration and return deadlines for the next quarter. |
| Chase client documents | Every week | Follow up every client who has not sent what we asked. |
| Work in progress and billing | Every month | Bill completed work and review unbilled work. |
| Client trade licence expiry watch | Every month | Tell clients before their licences, visas and contracts expire. |
| Archive finished files | Every month | Close and archive finished engagements with all the papers. |
| Staff training and updates | Every 3 months | Keep the team up to date with new tax rules and standards. |
| Client risk review (KYC and AML) | Every 12 months | Review high-risk clients and refresh the identity documents. |