Solutions
More Clients. Fewer Hours. Bigger Margins.
Benefits for Accounting Practices
Run every client from one workspace. TaxLayer pulls invoices straight out of email, WhatsApp and each client’s ERP, classifies them against all 53 myDATA types, and posts the results back to SoftOne, Epsilon or any system you support — all per client, with full team-level access controls. Give each client a private portal for real-time revenue, expenses and VAT, and free your accountants to do the advisory work clients actually pay for.
Multi-Client Workspace
Every client gets a scoped workspace inside your firm dashboard. Switch between books in a click, with team-level access keeping each accountant on their assigned portfolio — and admins seeing the whole practice.
Watch VideoAADE myDATA on Autopilot
Encrypted AADE credentials are stored per client. TaxLayer classifies every invoice against all 53 myDATA types, applies the right VAT category and exemption codes, and submits on each client’s behalf — with an evidence log behind every transmission.
Watch VideoBranded Client Portal
Stop writing “here are your numbers this month” emails. Each client contact gets a private portal with real-time Money In, Money Out, VAT and AI-narrated reports — scoped to their data only, with access revocable any time.
Watch VideoDirect ERP Posting
Validated documents flow straight into whichever ERP each client uses — SoftOne, Microsoft Dynamics 365, Epsilon Pylon, or any system reachable via SOAP or REST. Posting is idempotent and rule-driven, so a journal never lands twice.
Watch VideoAdd the client in seconds, link their AADE myDATA credentials, and connect their email or ERP — TaxLayer starts capturing and classifying documents the same day. Existing books can be bulk-imported from SoftOne.
Yes. Every team member’s access is scoped to the clients you assign them. Admins see the whole firm; non-admins only see their own book. Roles, permissions and a 2-year audit log are built in.
TaxLayer posts directly to SoftOne (deep integration including PURDOC, SALDOC and MTRDOC), Microsoft Dynamics 365, Epsilon Pylon, and any system reachable over a generic SOAP or REST endpoint. Posting rules are set per client per ERP.
Yes. Every client contact you invite gets a private portal showing only their data — Money In, Money Out, VAT and any reports you’ve published. They never see your other clients or your firm’s internals.
Yes. Each client’s AADE credentials are encrypted and stored at the client level, and TaxLayer submits invoices, classifications, expenses and VAT info to the AADE API on their behalf — with an evidence log for every transmission.
Connect your own Gmail or Outlook to TaxLayer and route documents to the right client automatically using VAT number or supplier name matching. WhatsApp captures and mobile scans work the same way.
Pricing scales with the size of your book. Talk to us about a multi-client plan that fits your firm — Standard, Premium and Enterprise tiers are available.
