Home command centre
Your morning briefing — one calm screen.
- Practice-wide attention queue
- Deadline calendar with client context
- Quick onboard CTA
- Notes and daily priorities
- PostgreSQL-backed persistence
Features
Everything in Taxcc Command Centre
Practice operations done properly — clients, deadlines, documents and portal in one calm workspace.
Core practice
Where your day starts
Client management
Every client, one record that grows with you.
- Searchable client list
- Companies House company number
- Per-client workspace tabs
- Director and officer sync
- Status and next-deadline
Client experience
Onboard, store and share without the scramble
Onboarding
CH search to engagement letter.
- CH typeahead search
- Auto-fill legal name
- Engagement letters
- AML checklist
- Tenant-scoped creation
Document vault
Upload, request, track.
- Upload and version
- Portal uploads
- Request tracking
- OCR review
- Email-in
Client portal
Clients self-serve without the chase.
- Invite acceptance flow
- Branded login
- Client uploads
- Deadline visibility
- Activity audit
Team & platform
Governance, reporting and infrastructure
Team & access
Invite, role, audit.
- Team invites
- Role-based permissions
- Practice-scoped users
- Immutable audit events
- Stripe gating
Governance
Retention, reviews, exports.
- Engagement workflows
- Document retention
- Access reviews
- Audit trail exports
- Tenant isolation
Reporting
Drill-down packs per client.
- P&L drill-down
- Balance sheet view
- Cashflow summary
- Client reporting packs
- Period selectors
Platform
Built for production from day one.
- Express + PostgreSQL
- Tenant context per request
- Field encryption
- Railway deploy
- E2E smoke tests
See it with your own clients
Spin up a trial practice and onboard your first client in minutes.