Book a 15-minute discovery call.
Fifteen minutes on Google Meet. We map where filing season and the company-tax calendar are costing your seniors the most time and send you a one-page brief naming where to start, whether that is C-Suite Individual for the individual tax book, C-Suite Commercial for the company-tax year, or a Custom AI System for work outside tax. You leave with that brief whether or not you sign anything.
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Bring three things to the call.
A sense of firm size: partners, fee earners, support staff. We scope to the firm in front of us.
The two operational pains taking the most time right now, in their honest form ahead of the polished version.
The tools your team already lives in (Xero, Sage, Outlook, Google Workspace, WhatsApp Business, anything else). We run the document chase and the exception flagging on the software you already use, and we want to know what that is.
Every call ends in one of three outcomes.
You keep the one-page brief in all three.
We send a one-page brief naming where to start, whether that is C-Suite Individual running the filing-season document chase or C-Suite Commercial running the company-tax compliance calendar. The single outcome we would measure is written down before any work starts, so you decide once, on its own merit.
If the job you need taken off your team sits outside the close, the brief points at Custom AI Systems, a bespoke build scoped and quantified against how your firm actually runs before you commit to anything.
If the timing or the shape does not suit a paid step yet, we say so on the call, and the one-page brief stays yours. The free SARS Provisional Tax Estimator stays open to you any time, so you can check a provisional deadline and its penalty exposure whether or not we work together.