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Description
MTD Chaser is an online tool specifically designed for UK accounting firms to manage reminders and deadlines related to Making Tax Digital for Income Tax. This platform allows practices to easily import client information via CSV, set up email alerts for quarterly updates and final declarations, and personalize both the timing and wording of messages that appear to come from the practice itself. Additionally, it has the capability to consolidate multiple due items into a single email for each client, reschedule weekend reminders to weekdays, and maintain an archive of all sent reminders. Clients are able to confirm their record submissions through a link in the email, enabling practices to monitor responses independently of the actual record receipts and identify clients who have not yet complied. MTD Chaser integrates seamlessly with various accounting software such as Xero, FreeAgent, and QuickBooks, but it is important to note that it does not handle tax filings with HMRC. This innovative solution aims to streamline deadline communications, eliminating the need for cumbersome spreadsheets and disparate email notifications, while enhancing efficiency for accounting practices. Ultimately, MTD Chaser empowers firms to maintain effective communication with their clients regarding tax deadlines.
Description
Trevio is an innovative cloud-based management platform tailored for accounting firms operating in Brazil. It streamlines the organization of client records, team tasks, deadlines, billing processes, documents, and recurring workflows while seamlessly integrating with existing bookkeeping solutions. Client information can be easily entered using a company's CNPJ, and electronic invoice XML files, such as NF-e, CT-e, and NFS-e, can be gathered through the client’s A1 digital certificate and sorted by date. The platform allows firms to generate accounting-fee bank slips that include Pix payment options and monitor payment statuses effectively. Furthermore, a client portal is available, granting users access to tax guides, invoices, and other documents, all neatly organized by time period. Trevio also enables firms to track tasks, manage collective labor agreements, perform Simples Nacional calculations, and generate reports and documents straight from client records. This platform is specifically designed for accounting professionals who juggle numerous business clients and adhere to monthly compliance requirements throughout Brazil, ensuring efficiency and accuracy in their operations. By embracing Trevio, firms can enhance their workflow and deliver superior service to their clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
£39/month
£39 per month per practice, with unlimited clients and up to 10 users. A 14-day free trial is offered without requiring a card.
Free Trial
Yes
Free Version
No
Pricing Details
The Torre de Controle is not charged per CNPJ. Invoice issuance, invoice search, and billing modules are contracted separately, with pricing based on the firm's needs.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Doteli LLC
Founded
2026
Country
United States
Website
mtdchaser.co.uk
Vendor Details
Company Name
Trevio
Founded
2026
Country
Brazil
Website
meutrevio.com.br
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
