Tabulance
Accounting firms spend hours asking clients for the same documents. Tabulance gives every client a checklist for each return, follows up on what’s missing and collects files through a private upload page.
Case study
The challenge
Accounting firms chase clients by email for bank statements, payroll records and receipts, then track what has arrived in spreadsheets.
What we built
A checklist for every client and period, reminders that list only what is still missing, and upload pages that file each document against the right item.
Where it is today
Live at tabulance.com, with each country’s return deadlines built in.
Highlights
Checklists per client
Each client’s bank accounts, payroll and other details decide which documents are needed for each period.
Reminders that fit
Each message lists only what is outstanding. Review it before sending, or let reminders go out automatically.
Private upload pages
Clients upload from a phone or computer with their own link and an email code. They don’t need an account.
Deadlines worked out
Return and payment dates are calculated for every client, adjusted for weekends and public holidays.
A site for each firm
Every firm gets its own address, branding and team, with its data kept separate from other firms.
Files kept in-region
Documents are stored in the firm’s chosen data region and backed up every night.
Built with
- Next.js
- React
- Tailwind CSS
- Node.js
- PostgreSQL
- Amazon S3
- Nginx
- AWS