Plan the work
Book the tax advice meeting far enough ahead of the relevant deadline and arrange secure delivery of the client’s records.
For tax advisers
Business management for tax advisers
Bring tax adviser work, contacts, reminders and payments into one connected business workflow.
Start 30-day free trial See how it works
How Offlico works
One booking. Every part connected.
Tax advice appointments need the tax period, question and available records, with deadlines identified before the discussion.
Choose the parts of the working day you want to connect. A booking for tax adviser work may lead to travel, an invoice or a repeat visit, but that does not mean the same app must replace every tool used to perform or document the work itself.
Offlico in practice
A clearer view of the next step.
Bring the calendar, contacts and payment steps of a working day together.
Book the tax advice meeting far enough ahead of the relevant deadline and arrange secure delivery of the client’s records.
Start with the diary and contact details, then use the reminder and payment steps that fit your work. Each ordinary business step should give useful context to the next one.
How it works
One booking, every part connected
A practical way to manage the business side of tax adviser work.
Keep the right contact
Keep tax adviser booking and contact details available during the working day.
Finish and follow up
Agree the next filing or review call, with tax calculations and supporting documents kept in the adviser’s professional software.
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
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
Online booking
Let people request tax adviser work without a chain of calls and messages.
Explore
Client records
Find contacts, previous tax adviser work and everyday business notes together.
Explore
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.
ExploreWhere specialist tools still matter
Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.
Explore the details
Find the part you need
Frequently asked questions
A few things worth knowing
Can Offlico replace every tool I use for tax adviser work?
Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.
Can I use Offlico alongside other work tools?
Yes. Try Offlico for the everyday diary, contact, reminder and payment steps, then decide which parts of that business workflow help you most. Keep any specialist work in the tools it needs.
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.