TaxPlus CRM

TaxPlus Accountants: Your Complete Finance & Compliance Partner Take the stress out of tax season and business management. TaxPlus Accountants is a powerful, all-in-one mobile solution designed for business owners, contractors, and individuals to manage their accounting needs with total transparency and ease. Whether you are managing a single self-assessment or overseeing multiple limited companies, our app brings professional accounting services directly to your pocket. Key Features: 1. Intelligent Compliance Dashboard Stay ahead of HMRC and filing deadlines. Our real-time dashboard provides a visual "Compliance Ring" and bar charts to show you exactly what is due, what is pending, and what is overdue for annual accounts, confirmation statement, corporation tax, payroll, pension, EPS, FPS and VAT. Never face a late-filing penalty again. 2. Seamless Invoicing & Payments View and manage all your tax invoices in one place. Track Status: Monitor Paid and Unpaid invoices at a glance. Instant Payments: Settle your service fees securely using Apple Pay or your preferred credit/debit card via our encrypted payment gateway. 3. Expert Consultations on Demand Need professional advice? Book a session with our expert accountants directly through the app. Easy Booking: Select your accountant and pick a date from the live calendar. Live Video Sessions: Join your scheduled meeting via the built-in video feature—no need for third-party links or software. 4. Secure Document Management Forget messy email threads and lost paperwork. Snap & Upload: Use your camera to scan tax documents, or upload PDFs directly from your phone. Organized Storage: Your documents are categorized by tax year and company for easy retrieval during audits or reviews. 5. Digital Onboarding & AML Getting started is faster than ever. e-Signatures: Review and sign Engagement Letters digitally within the app. Identity Verification: Securely upload your ID and Proof of Address to complete Anti-Money Laundering (AML) checks in minutes. 6. Multi-Company Support Switch between different business entities with a single tap. View specific reports, company details, and tax statuses for every business you own without needing multiple accounts. Why Choose TaxPlus Accountants? Security First: We use bank-grade encryption to ensure your financial data and identity documents are always protected. Clarity: We translate complex tax jargon into simple, actionable tasks. Efficiency: Save hours of admin time by managing your entire accounting workflow from your mobile device. Download TaxPlus Accountants today and experience finance, simplified.