Tax Consultancy Software That Puts Every Deadline in Front of You

With Mythex a tax consultancy can build a CRM that records every client's deadlines as data, a client portal with a per-year checklist of missing documents, a booking page that shrinks before filing deadlines, and invoices that pull the agreed fixed fee. Describe your practice and the returns you prepare, then refine it in the live preview.

Deadlines are data, not calendar entries

A practice with three hundred clients has three hundred annual deadlines, plus quarterly estimates, payroll filings, extensions and company year ends scattered through the year. They sit in a shared calendar nobody opens. The real work is waiting: for a bank statement, a P60 or W-2, foreign rental income figures, a signed engagement letter. Documents arrive as email attachments and get saved to a shared folder under the wrong year. In the last fortnight before the main deadline, new consultation requests compete with the filings existing clients are counting on. Tax software should tie each client, tax year and deadline to one checklist and show what is overdue.

• One record per client per tax year
• Filing, extension and estimate dates sorted by days remaining
• A document checklist per client and year
• Engagement letter signed for the current year
• Fixed-fee and retainer invoicing
• Clear scope: which jurisdictions and tax types you handle

What you can build for tax consultancies

A deadline list sorted by days left

Each client has a row per tax year with the service, deadlines, extension and estimate dates, entity details like year end, filing status and residency, and whether this year's engagement letter is signed. The main view is returns not yet filed, sorted by days remaining.

Build a CRM for my tax consultancy with clients, one record per tax year, filing deadline, extension date, quarterly estimate dates, company year end, residency and whether the engagement letter is signed. The home view lists unfiled returns sorted by days until deadline.

A missing-documents checklist clients can see

Each client sees a document request list for the tax year that ticks off as files arrive. Uploads are stored against the right client and year, draft returns are posted for review and approval, and past returns and tax authority letters stay in the client file.

Make a client portal for my tax practice where each client sees a checklist of documents requested for the current tax year, uploads files against each item, reviews and approves the draft return, and downloads past years' returns.

Services described by who they suit

Explain services for sole traders, landlords, expats and small companies rather than listing jargon, state which jurisdictions and tax types you handle, describe how engagement works and what documents to gather, and show credentials and memberships.

Build a website for my tax consultancy with service pages for sole traders, landlords, expats and small companies, a clear statement of the countries and tax types we cover, a 'documents to gather' page for personal returns, and our professional memberships.

Consultations that step aside at deadline time

Initial consultations and document reviews have different lengths. The form asks for tax year and return type, slots display in the client's time zone for expats, and availability closes automatically in the final two weeks before major deadlines.

Create booking for my tax consultancy with 30-minute initial consultations and 60-minute document reviews, a form asking for tax year and return type, times shown in the client's time zone, and no slots in the two weeks before the main filing deadline.

Fixed fees invoiced at the draft

Invoices pull the agreed fixed fee from the engagement, retainer clients get recurring invoices with audit support billed separately, deposits can be taken up front, and every invoice names the tax year and service.

Build invoicing for my tax practice that uses the fixed fee agreed on each engagement, sends recurring retainer invoices, bills extra work like audit support separately, and creates the invoice when the draft return is sent for approval.

Filed versus outstanding

During the season the core view is returns filed against outstanding by deadline, clients waiting on documents and for how long, workload per consultant, and revenue by service line outside the filing months.

Make a dashboard for my tax consultancy showing returns filed and outstanding by deadline, clients with missing documents and days waiting, open files per consultant, and revenue by service line.

Client financial data needs tight access

A tax practice holds income, bank details, identity numbers and correspondence with the tax authority. Use logins with roles so consultants see their own clients, clients see only their own file, and nothing sits in a shared folder. Check your professional body's rules and the data protection law where you practice. Mythex gives you a database, file storage and logins; the policies are yours.

• Files stored per client and tax year
• Role-based staff access
• Client access limited to their own file

Set your own document cut-off

Publish an internal cut-off for receiving documents well before the official deadline, put it on the seasonal page and in the portal checklist, and track days waiting for documents as its own number. In most practices the bottleneck is paperwork that has not arrived, not staff speed.

Questions

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