Taxza unifies client management, invoicing, payments, task management and double-entry accounting in a single cloud platform. Sell a service once and the rest follows automatically — orders, branded invoices, assigned tasks, collected payments and posted accounting entries, with no manual re-entry.
Twelve connected modules — CRM, invoicing, payments, tasks, orders and real accounting — so partners, operations and support all work from a single source of truth.
Complete client profiles with auto-generated codes, duplicate protection, live search and WhatsApp integration.
Multi-line invoices with discounts and tax calculations, branded PDFs and clean draft / sent state management.
Clients upload payment proof from their portal and amounts allocate across invoices on a FIFO basis automatically.
Tasks are generated straight from invoices and routed intelligently by staff skill and current workload.
A service catalog drives orders that stay synchronised with invoicing and delivery, end to end.
A real accounting engine: chart of accounts, journals, vouchers, ledgers and audit-ready Balance Sheet & P&L.
Granular permission management across every module so each team sees exactly what they should.
Clients view invoices and documents and upload payment proof themselves — far less chasing for your team.
Real-time visibility into receivables, revenue and open work, so nothing about the firm is a guess.
Taxza is purpose-built for practices that sell services and need every downstream step to just happen — cleanly and on the record.
Connected modules covering CRM, billing, tasks and full accounting.
Free trial — set up in minutes with no card required to start.
From service sold to accounting posted — one automated lifecycle, zero re-entry.
A single sale triggers six coordinated steps, each handed off automatically to the next.
Pick a service from the catalog and Taxza kicks off the workflow instantly.
An order is generated automatically and synced to the service catalog.
A branded PDF invoice is raised with the right lines, tax and discounts.
Work is routed to the right staff by skill and current workload.
Clients pay from the portal and amounts allocate across invoices (FIFO).
Double-entry transactions post to the ledger — books stay audit-ready.
“Selling a service now does everything else for us — invoice, tasks and the accounting just appear.”
Managing Partner“Task assignment by skill and workload finally fixed our turnaround times.”
Operations Lead“The client portal cut the back-and-forth over invoices and payments completely.”
FounderStart your 14-day free trial, or talk to the Rascodex team about rolling Taxza out for your practice.