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Clients · Octotax for Accountants

Client updates

Life events, changes to a client's details, and feedback after each job, in one inbox.

  • Life events: clients tell you about a new van, staff, a move or closing the company. Each one arrives as a message and a task for the client's manager.
  • Changes to records: name and address changes from the client area wait here. Check them, edit if needed and Apply to record. Where Companies House needs a filing, a task is created.
  • Feedback: when a job is completed, the client is asked for a quick rating. Low ratings alert owners. With the client's consent, owners can show a rating on your Octotax listing.

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