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For Tax Agencies & Accountants
Take on more clients. Without taking on more work.
Your clients prepare their own data in Taxable, with built-in checks that catch errors before you ever see them. You receive a single clean handoff package and file through your normal IRD workflow. Less back-and-forth. More billable filings.
2.5×
client capacity
IRD-ready
- Free at launch
- No commission on your billings
- No per-client fees
Where agencies lose hours every week
You didn't become a tax professional to spend your evenings chasing PDFs. The friction is the work clients don't pay for and the work that caps how many clients you can take on.
Most billable hours go to chasing receipts.
The time spent assembling client documents is the work clients won't pay you for. It's the work that caps how many clients you can take on.
Filing peaks make the work uneven.
Feast or famine. A small mistake in a quarter's data turns into a week of overtime when filing season hits.
Capacity caps your client load at every size.
Solo practitioners cap out around 20–30 active clients. Small firms top out per associate before hiring stops paying off. Even larger firms hit a ceiling where filing-season hours strangle margins. The bottleneck is the same data assembly time.
The Productivity Argument
More clients. Lower fees. More revenue.
A typical practitioner files for around 20 clients per associate at LKR 20,000 each. With Taxable handling the data assembly, that same associate can comfortably manage 40–50 clients at a more competitive LKR 15,000 without expanding hours or hiring. Multiply by your team.
Today
Rs. 0/season
20 clients · Rs. 20,000 each
- Hours spent chasing source documents
- Manual cross-checks against IRD requirements
- Tight upper limit on how many clients you can serve
With Taxable
Rs. 0/season
50 clients · Rs. 15,000 each
- Clients enter their own data, with built-in validation
- Filing-ready package available with one click
- Headroom to take on the clients you're turning away today
Numbers are illustrative based on common rates among CTT/CA practitioners in Sri Lanka. Your mix of clients, fees, and team size will scale these figures up or down.
How it works for your agency
Four simple steps from invite to filing. No new tools to learn your IRD workflow stays exactly as it is today.
1
Your client tracks their finances in Taxable.
As the year progresses, they record income, expenses, and reliefs themselves with built-in checks that catch common errors before you ever see them.
2
You're linked to your client in one click.
Either you invite them in, or they find your agency in our directory and request to connect.
3
At filing time, you download a clean, IRD-ready package.
All source documents, all calculations, all backup in one place, in one click. No more email chains, no more 'can you send me your bank statements again.'
4
You file through your normal IRD workflow.
Taxable doesn't try to replace the tools you already use it replaces the data-chasing your assistants do.
Available at launch
What's in the agency portal on day one
We're shipping the loop that matters most: invite a client, receive their data, file. Everything else is built around making that loop fast and trustworthy.
A clean client overview, ready when you are.
Your dashboard shows every linked client at a glance who's ready to file, whose data still has gaps, and where you should focus this week.
- Linked client list with filing status and package readiness
- One-click client invites they sign up and auto-link to your agency
- Public agency directory so taxpayers without an agent can find and request to connect with you
Filing packages built for the IRD.
When filing season arrives, every linked client's full data set is ready to download. Source documents, computed totals, audit trails all in one place, all in your hands.
- IRD-ready filing package for each linked client and Year of Assessment
- Source documents and supporting evidence bundled with the package
- Per-YoA access boundaries your agency sees only the years your client linked to you for
Trust signals built in, on both sides.
Notifications keep you informed of every change without logging in. Your clients see exactly what your agency accessed and when, so the working relationship starts on full transparency.
- System notifications for invites, connections, and package downloads
- Full audit log surfaced to your client every read, every download
- Disconnection on either side respected immediately, with audit history retained
Coming after launch
What we're building next
These features ship after the core loop is proven with real agencies. We'd rather get the basics right than promise everything on launch day.
Coming Soon
Team accounts
Bring associates and junior accountants onto the platform under your agency.
Coming Soon
Detailed client breakdowns
Drill into a client's income, expenses, and reliefs read-only without leaving the portal.
Coming Soon
Direct messaging
Send notifications and updates to one client at a time, with email and in-app delivery.
Coming Soon
Paid consultation marketplace
Make yourself available for one-off paid consultations with Taxable users without an agent. Extra revenue, prospective new clients, your hourly rate.
Why Taxable, specifically
You have options when it comes to digital tools. Here's why we believe Taxable is the right one for Sri Lankan tax practice.
Built for Sri Lankan tax law, not adapted from elsewhere.
Year of Assessment conventions, IRD-specific rules, quarterly installment logic, local relief categories all native, not bolted on. Taxable speaks the same language you do.
Your clients' data stays private.
Your agency only sees clients who have explicitly linked to you. Per-YoA access boundaries. Full audit log surfaced to clients, always. Suspended agencies lose access immediately.
Free to onboard. Free to use.
No commission on your billings. No per-client fees. The agency portal is free at launch; we earn separately through optional features that you choose to opt into.
Who this is for
Taxable's agency portal is built around how Sri Lankan tax professionals actually work solo, small, mid-sized, or larger.
- CTT, CA, and TA holders running practices of any size
- Tax agencies looking to standardise how clients deliver source data
- Accountants whose clients increasingly include freelancers, foreign-employed individuals, and investors with complicated income mixes
- Multi-partner firms wanting consistent intake across associates and per-YoA access controls
- Practitioners frustrated by chasing PDFs over WhatsApp and email
Common questions from agencies
Register your interest
Want to be one of the first agencies on Taxable?
Tell us a little about your agency and we'll reach out personally before launch. No mass mailing, no marketing list just a real conversation.