For tax firms

A client gives you their account. You read their years, put in the wallets and statements they forgot, answer what is open, and take the return out in the form their own tax office asks for. There is no second product and no separate console: you work in the same workspace your client sees.

Opening a firm account

The way in is For accountants, step by step as it is asked for:

Sign in as to any Taxinger account: an email link, a wallet or Telegram.
Name your firm: its name, where it is registered, its website and its tax number. The name is what a client reads as who made their account, and the country is a fact they are shown; the website and the number are what we check the firm by. A firm states those once: moving any of them afterwards goes through us.
Give an email address of your own. Your client is told by email what you do in their account, so the person doing it must be reachable.
Add a passkey. This account is about to read other people's tax data.
We check your firm by hand and write to you when it is done.

A client who invites you themselves never waits for that check: take them on today. What waits for it is making the account of a client who has not asked for one. Making an account for somebody who asked for nothing is the one thing we look a firm up for.

Your clients

Your client list holds every account that gave you access: the day that client's return is due, each tax year's state, and the way into their workspace. Inside a client, we say once at the top of the column that the words below it are written to that person: the workspace is written to the account's owner, and you read it about them.

Two ways a client arrives: they invite you by email, or you make the account for a client who has none (on their email address, which is their way in; they are told the account is theirs).

What you may do in a client's account

Read everything they read. Add an address or a statement and start the reading. Take any address of theirs back out. Answer an open item, retype a transaction, write a note, mark a token spam, and say a year's return is filed, every row recording which of you wrote it. The most recent change applies.

Your own assistant works in every client account you do. Connect Claude, ChatGPT or Cursor to your firm account once and ask in your own words: it lists your clients and does, in the client you name, anything you could do there yourself. It has exactly your own permissions, so it can do no more than you can, and the client is told as if you had done it on the site.

Everything you do is emailed to the client, with your firm's name on it. Nothing you do in their account is invisible to them, which is the point, not a limitation.

What stays the client's alone

Their tax country. Withdrawing an answer of their own. Their money and what they buy. Their ways in. Marking a place as their business's, and declining a wallet offered to them. Renaming a source, and removing an exchange account with the statements it holds. Deleting the account.

And ending your access, which is theirs at any moment and needs no notice to anybody. An accountant who has been let go keeps nothing: the client's account goes on without you, with everything you put in it.

Paying for a client's reading

You can take a client's reading onto your own plan with a switch on that client, and each of your other clients may be the other way round. It needs no word from the client (it takes nothing from them) and it lets a reading that stopped at their own plan go on.

There are no packs for accountants and no price for agencies: you buy what any user buys and spend it on whoever you name. The free transactions of an account are its own, so an account with nothing bought pays for nobody. When your plan runs out, the reading stops exactly as the client's own would.

What is not built

Said plainly, because a firm plans around it:

People in your firm. One account is one person's today. Each colleague a client gives access to reads that client themselves.
Taxinger inside your own product, under your brand.

Write to us about any of it: support@taxinger.com. Tell us the countries you file in and how many of your clients hold crypto: it weighs on what is built next and on which country is added next.