One workspace for your whole practice: every client with a live status, a single cross-client review queue, automatic document chasing, and review-and-file from one place. Spend your time advising, not typing.
The accountant is the freelancer's trusted expert and the route the product spreads through. The workspace is what lets you grow.
See all clients with a clear status: ready to file, needs a look, or missing information. Live, not a year-end surprise.
A single list ordered by urgency, containing only the items that genuinely need human review. The obvious is already sorted.
Trigger a document request and TruBook chases the client automatically until it arrives. Your juniors stop chasing for good.
Approve a period of returns across many clients in one flow. Nothing is filed until you approve it.
Leave a question on a transaction. The client answers in one tap from their phone, and the decision is recorded permanently.
Generate a monthly advisory package to hand a client as paid advice. Earn more by advising, not only by filing.
The assistant's job changes from data entry and chasing into reviewing and flagging.
3x
clients per accountant, the goal
1
queue across all clients
0
manual chasing
100%
actions on the record
This product holds your most sensitive financial information and acts on it. Trust is the whole foundation, not a feature we bolt on later.
TruBook drafts, calculates, and recommends. Nothing is ever filed with the tax department until you or your accountant says yes.
Financial data is stored within India. Bank access is read-only through the regulated Account Aggregator system, never your password.
A permanent log captures what changed, when, and whether a person or the AI did it. Auditors get a read-only window.
See, export, or delete your data whenever you want, and reverse any automatic choice. We read and organise only with your permission.
Bring your clients onto one live workspace, remove the manual grind, and earn more by advising.