Software · Taskzoid

Practice management for compliance offices

Taskzoid runs our own office: who is working on what, what is due this week, which fees are pending and which notices need replies. It runs in the browser and installs as an app on Windows.

At a glance

One list for the whole office

Partners see every client's work and its status. Team leaders allocate and review. Staff see their own queue, sorted by due date, with tags for anything overdue, due soon or waiting for fees.

Built for offices handling hundreds or thousands of clients
Recurring compliance created automatically every period
Fees and invoices linked to the work done

Taskzoid dashboard showing the work list with filters, owners, priorities, due dates and status tags — Taskzoid dashboard. Screens shown with sample data; names are illustrative.

Features

What Taskzoid covers

Work allocation

Assign work by client, service and owner, with due dates, priorities and status. Switch between list and board views.

Recurring compliance

Monthly, quarterly and annual work is created automatically for each client, so nothing depends on memory.

Client register

Every client with contacts, services, entities and history in one searchable register.

Fees and invoices

A service master with standard fees, fee tracking per work item, and invoices issued from the right group entity.

Team efficiency

Attendance, workload and completion reports for partners and team leaders.

Notices register

Department notices logged with type, section, due date, status and outcome.

DSC register

Digital signature certificates with holder, custody and expiry tracking.

Roles and access

Partner, team leader and staff roles, each seeing only what they need.

Backup and export

Full data export and backup from the admin screen.

Screens

Workload and fees at a glance

Team Efficiency shows each member's assigned, overdue and completed work. Fee Pending tracks billable work, invoices raised and fees yet to be collected.

Taskzoid Team Efficiency screen with assigned, overdue and completed work by team member — Team Efficiency

Taskzoid Fee Pending screen with billable work, invoice pending totals and a fee list — Fee Pending

All screens use sample data created for illustration. No client information is shown.

Availability

Licensing for other offices

Taskzoid is offered to accounting and compliance offices on an annual licence, set up with your clients, services and staff. Each office's data is kept separately.

Pricing depends on the number of users. Ask for a demo and a quote.