Process management and software for tax & accounting practices.
A tax and accounting practice's real work is not the accounting entry — it is the chain of steps that has to happen reliably for every client, every period, every year: documents collected on time, filings prepared and checked, deadlines not missed, fees invoiced and chased. Tenderely BPM connects those steps into one traceable flow without code, so the burden of remembering falls on the system rather than on your staff.
What does a tax and accounting practice repeat every period?
01
Client onboarding and portfolio
Every new client brings company type, tax registrations, authorisations and contact details that need to be on record before any work begins. Without a structured intake, that information scatters across e-mails and notebooks.
02
Document collection
Bank statements, invoices, payroll data, expense receipts — each client, each month. When a document is missing, someone has to notice, chase and confirm receipt before the period closes.
03
Filing preparation and review
Returns and declarations go through preparation, internal review and approval before submission. A step skipped under deadline pressure is a step that cannot be proved later.
04
Payroll and social security filings
Monthly payroll calculations and social security declarations follow a fixed calendar. A single client missed on a month-end run creates late-filing penalties that land on your desk.
05
Statutory and regulatory deadlines
VAT, corporate tax, provisional tax, income tax — each with its own submission window. The deadline calendar is long, and one missed date can carry a penalty for the client and a complaint for the practice.
06
Fee accruals and collections
Monthly service fees must be billed, tracked and followed up. Clients who pay late quietly erode cash flow unless someone is watching the ageing.
Where does this break down today?
Deadlines live in someone's head
A shared calendar or a spreadsheet captures the dates, but following up on each client's readiness depends on a person remembering to look. When that person is ill or overloaded, the oversight happens silently.
Missing documents surface at the last moment
The bank statement that was never sent arrives the day the return is due. The chase is rushed, the entry is rushed and the risk of error rises — all because there was no early-warning moment.
Who did what cannot be proved
In a tax audit or a client dispute, you need to show that the return was prepared by one person, reviewed by another and submitted on a specific date. If that trail lives in e-mail threads, reconstructing it is slow and incomplete.
Collections are managed by goodwill
Sending a reminder to a late-paying client falls to whoever notices. Practices with large client portfolios regularly leave outstanding fees uncollected simply because the follow-up was not systematic.
What changes with Tenderely BPM
01
Every client is a structured record
Company details, tax registrations, responsible staff member, active services and open tasks sit in one place. The whole team can see the same picture without asking each other.
02
Document intake has a checklist
What is expected from each client, for each period, is defined in advance. Missing items are visible early, and the client can be notified before the deadline becomes a crisis.
03
Filing steps follow a sequence
Conditional approval steps — prepare, review, approve, submit — are configured without code. The next step does not open until the previous one is confirmed, and every confirmation is timestamped.
04
Deadlines remind themselves
Assign an SLA to any step and Tenderely sends a warning when it is approaching or overdue. The system chases the work rather than a staff member having to remember to chase it.
05
Clients can submit documents from outside
A public form sent as a link lets a client upload documents and information directly into the record. They need no account, and what they submit is immediately visible to the responsible staff member.
06
Collections and workload are on a dashboard
Outstanding fees by client, filings pending this week, documents still missing — these stop being things someone has to compile and become numbers that are simply visible on the dashboard.
FAQ
Can we manage different service types for each client separately?
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Yes. Each client record can carry the specific services they subscribe to — payroll, VAT filing, corporate tax and so on — and the workflows attached to each service run independently on that client's record. A client who takes only payroll processing is not shown steps that belong to full bookkeeping.
Can clients see their own status without seeing other clients' data?
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Yes. A client can be connected as a linked external user who sees only their own record, their own document submissions and any step waiting for their input. Role and unit-based permissions ensure one client never sees another client's data.
How does the audit trail work for a tax authority inspection?
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Every action on every record — who created it, who edited it, which approval was given and when — is stored in an audit history that cannot be altered. If a tax authority asks when a return was prepared and by whom, the answer is already there.
Can we handle the work of a large client portfolio without things slipping?
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The practice's workload across the whole portfolio is visible in one place. Overdue steps, missing documents and uncollected fees all surface on a dashboard and trigger reminders automatically, so the oversight does not depend on any one person scanning a spreadsheet.
Is there a ready-made setup for a tax and accounting practice?
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Yes. The Tax & Accounting Practice package installs with workflows, forms and a dashboard already in place so the practice has a working starting point within minutes. Every form and flow is then adjusted to match how your own office operates.