Fiduciary software: client deadlines, hours and billing in one app
Tavalle keeps a fiduciary’s client tasks, billable time and invoices in one app: every client deadline is a recurring task, hours are logged per client and billed in one click, and invoices go out by e-mail or Peppol. Made in Luxembourg, from €199 per month for 5 users.
One example among many: one app adapts to any business that sells products or services.
How it fits
- Every client deadline is a task: annual accounts, tax returns, payroll and VAT, repeating on their own every period
- The yearly beneficial owner (RBE) and AML reviews of each client as tasks, with a reminder before they are due
- Overdue and coming deadlines in one list, in the calendar and in the bell, for each accountant or the whole firm
- Hours per client, typed or with the timer; billable hours become an order, then an invoice, in one click
- Mandates as services: bookkeeping, payroll or domiciliation, renewed and invoiced every period
- Invoices by e-mail or Peppol, bank statements matched to payments, and finance month by month
One platform, any business
- Customers, calls, visits, quotes, orders, invoices and finance in one application
- Each person sees only what their role needs: partners, managers, accountants, reception, accounting
- Services, task types, zones and VAT set up for your firm, with your own names
The video, step by step
A fiduciary runs on deadlines, documents and client meetings. Meetings, calls and work at the client’s office are all in one calendar.
Holdings, consultants, doctors and restaurants: every client company has one page, with its contacts and its full history.
Each client shows its mandates, bookkeeping, payroll or annual accounts, renewed and invoiced every period.
Tasks keep every deadline in view: annual accounts, tax returns, payroll, and the yearly beneficial owner and anti-money-laundering checks. Overdue ones stand out.
Log your hours per client, typed or with the timer. Billable hours become an order in one click.
New mandates start with a quote, sent by e-mail and accepted in one click.
Two health scores show which clients need attention: the relationship, when contact stops, and the finances, when fees are paid late. And why.
Finance shows your fees, costs and margin, month by month.
Tavalle. Built around the way your fiduciary works.
Frequently asked questions
Which software handles client tasks, billable time and invoices for a fiduciary?
Tavalle does all three in one app. Client deadlines (annual accounts, tax returns, VAT, payroll, RBE and AML reviews) are recurring tasks with reminders; hours are logged per client, typed or with a timer; billable hours become an order and an invoice in one click, sent by e-mail or Peppol. It costs €199 per month for 5 users, in English, French or Spanish.
Does Tavalle replace my accounting software?
No. Tavalle runs the firm around the books: clients, deadlines, hours, quotes, invoices and finance. The bookkeeping itself stays in your accounting software; each month Tavalle exports your own invoices for it in one ZIP.
Can I follow the RBE and AML reviews of every client?
Yes, as yearly tasks per client, with a reminder before they are due and the date each one was done. Tavalle reminds you; the checks themselves follow your own procedure.
Can I bill the hours we spend on a client?
Yes. Hours are logged per client, typed or with the timer, at the hourly rate of the service. The billable hours not billed yet become an order in one click, then an invoice.
Does the video show Tavalle in action?
Yes: it is the Tavalle application itself, with demo data dressed for a fiduciary. Your own services, task types, zones and users are set up during onboarding.
Other examples
Let's see if Tavalle fits your business
Based in Luxembourg, Tavalle works with businesses worldwide. Tell us about the software your business needs. We reply within one business day — in English, French or Spanish.
- A 30-minute live demo on your own use case
- No commitment and no credit card
- A reply within one business day
- Hosted in the EU (Finland), GDPR-ready
- Your own database, backed up every night
- Two-step login and a full change history
- Built and supported in Luxembourg
- sales@tavalle.com
- Luxembourg
- linkedin.com/company/tavalle
- YouTube
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