Tax adviser: keep client work and business admin together

Keep your client work and the ordinary business details of tax adviser work in one place: contacts, locations, reminders and payments.

Start 30-day free trial

A tax adviser and client discuss a date in an open diary beside receipts and a calculator.

A person sorts financial forms and receipts into folders beside a calculator and desk diary.

A visiting tax adviser holds a closed notebook and small paper while a bicycle workshop owner points to a sheet on the workbench.

Features

Keep the business side moving

Keep the practical business side of tax adviser work connected, from the next booking through to payment.

Calendar

See your client work, locations and the next part of the day in one diary.

Explore

A tax adviser and client compare papers in an expanding file at a desk.

Your own enquiries

Use your own channels for tax adviser enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

Explore

A tax adviser checks a small notebook with a client near the office doorway.

Online booking

Let people request tax adviser work without a chain of calls and messages.

Explore

Offlico client contact and address details shown on a phone

Client records

Find contacts, previous tax adviser work and everyday business notes together.

Explore

Offlico reminder responses shown on a laptop

Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

Explore

Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

Explore

Start 30-day free trial Explore all features

Made for work on the move

The work is specific. The admin should be simple.

Tax advice appointments need the tax period, question and available records, with deadlines identified before the discussion.

Home, workplace or agreed meeting venue

Book the tax advice meeting far enough ahead of the relevant deadline and arrange secure delivery of the client’s records.

Agree the next filing or review call, with tax calculations and supporting documents kept in the adviser’s professional software.

The practical difference

One booking. Every part connected.

Booked tax adviser work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow

Plan the work

Book the tax advice meeting far enough ahead of the relevant deadline and arrange secure delivery of the client’s records.

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

Finish and follow up

Agree the next filing or review call, with tax calculations and supporting documents kept in the adviser’s professional software.

Explore the details

Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Calendar and scheduling Smart routing Online booking Client records Automated reminders Services and prices Invoices and receipts Payments Tap to Pay Mileage tracking Bookkeeping Documents and notes Reports and insights Offline mode Stock management Team access

Frequently asked questions

A few things worth knowing

Is this useful for tax adviser work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for tax adviser work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial