Your client’s crypto, worked out before it reaches you.
A client gives you access to their account. You read their years, add the wallets and statements they forgot, and download the return in the form their own tax office requires.
What works today
- Their years, read as you read your own
- Every year by the law of the country the client is taxed in: the figures as the lines of that country’s form, each sale with the purchases it came from, the income, and the items that still need an answer. The document for the tax office downloads in the authority’s own language, and where the country publishes a format for electronic filing, that file downloads too.
- Their wallets and their statements
- In the client’s own workspace you add an address or upload an exchange statement, and start the reading. Any address of theirs you can also remove: what has already been read stays, and the address can be added again.
- Your assistant, in a client’s account
- Connect your own assistant to this account and it lists your clients and works inside the one you name. It can do only what you can do there yourself: read their figures, answer an open item, change a transaction’s type, mark a year filed. Every row records that you did it, and the client is emailed, as they are for anything you do on the site.
- You can pay for their reading
- Take a client's reading onto your own plan with a switch on that client, while the next one stays on theirs. There are no packs for accountants: you buy what any user buys and spend it on whoever you name. The client is told whenever that changes.
- An account for a client who has none
- You create it with the client’s email address, and we email them that the account is theirs. That address is the way in, so the client signs in and finds it. We check your firm by hand first: only a firm we have checked can create an account for somebody who has not asked for one.
- The client is told what you did
- Every change you make in their account is emailed to its owner, with your firm’s name on it. Nothing you do there is invisible to them.
- What stays theirs alone
- Their tax country, what they bought and their ways in, and withdrawing an answer of their own. You may answer in their years and so may they: every answer records who wrote it, and the last one is the one that counts. They allow your access, and they can end it at any time.
How to start
- Sign in as you would to any Taxinger account: an email link, a wallet or Telegram.
- Give your firm: its name, its website and its tax number. The client sees the name as the firm that created their account; we check the firm by the website and the tax number.
- Give an email address of your own. Your client is told by email what you do in their account, so the person doing it has to be somebody they can reach.
- Add a passkey. This account is about to read other people’s tax data, so one way in alone is not enough to open it.
- We check every firm by hand: its name, its website and its tax number. Until that is done, your firm cannot create an account for anybody who has not asked for one, and we write to you as soon as we are finished.
- Your client list opens. Invite a client who has an account, or make the account of one who has none.
Start here
Create a firm accountNot built
What a firm asks for next. None of it is built today.
- People in your firm
- One account for the firm with colleagues in it, each with their own way in. Today an account is one person’s, and each person a client gives access to reads that client themselves.
- Taxinger inside your own product
- The same calculation under your brand, in the tool your clients already use. We would fit it to the ecosystem you run.