A workspace for each client
Each client’s companies, users and documents sit in their own workspace. Staff are given access only to the clients they serve.
About workspacesEvery client,one consistent standard.
For tax consultancies, accounting and bookkeeping firms that prepare and file returns for many clients — with a separate workspace for each client and one review standard across all of them.
The
challenge.
Many clients, many deadlines
VAT and Corporate Tax dates for every client tracked across spreadsheets, calendars and inboxes.
Quality that depends on the preparer
Each team member works differently, so reviews take longer and errors are harder to catch.
Client data kept strictly apart
Every client’s records must stay separate, and staff should see only the clients they serve.
How TRICS
helps.
For tax consultancies, accounting and bookkeeping firms: a separate workspace for every client, every deadline in one view and one review standard across all of them.
Every deadline in one view
Tax periods, due-to-file lists and trackers across all of your clients, so nothing is filed late.
One review standard
Preparation, review and sign-off follow the same workflow for every client, with comments on any box and a printable review report.
Figures confirmed by the client
Send figures to the client’s accountants to declare and accept, or to query — with every response kept on record.
Fast client onboarding
Import company profiles, licences, owners and signatories from EmaraTax, and register VAT tax groups from their FTA certificate.
AI agents for your team
Answers from the law with the article cited, and agents that look up and prepare — always with your approval.
About AI agentsAt a
glance.
- Workspaces
- One per client
- Suggested package
- Essential or Enhanced
- Deployment
- TRICS Cloud
- Typical users
- Partners, managers and preparers
Make compliance
easy.
TRICS is being built with UAE tax teams. Tell us about your organisation and be among the first to use it.