Onboard clients, upload their bank statements and invoices, let TaxEez AI classify every transaction, and export an HMRC-ready tax pack per client — all from a dedicated multi-client workspace.
Built on top of TaxEez Pro, with a dedicated multi-client workspace designed for bookkeepers and accountants.
Everything in TaxEez Pro
Dedicated Accountant Mode dashboard
Unlimited client profiles
Optional per-client self-serve invites
AI auto-classification for every client
Per-client tax pack PDF export
Multi-client B2B tier for accountants & bookkeepers.
New members start on a 7-day free trial. Returning members are billed immediately. Cancel anytime.