Taxwise questions & answers
Everything firms ask before switching to Taxwise — grouped by topic. Still curious? Talk to us.
About Taxwise
Taxwise is an all-in-one CRM, ERP, accounting and practice-management platform for tax consultants, accounting firms, tax agencies and corporate service providers. It unifies clients, orders, invoicing, tasks, cases and hearings and real accounting in one system — with AI built in.
Taxwise is a product built and maintained by Evotrade.io.
Tax consultants, corporate service providers and accounting firms who want to replace spreadsheets, chat apps and disconnected invoicing with one role-aware platform covering CRM, ERP and accounting.
Yes. Taxwise now has AI built in to help your team get answers about clients and work, draft messages and replies, and summarise long records — within the same role-based access controls as the rest of the platform.
Cases & hearings
Yes. The Cases & Hearings module tracks tax notices, audits, appeals and other proceedings as cases on the client profile, with hearing dates, proceedings history, documents and assigned staff.
CRM & clients
Yes. Taxwise keeps a complete record for every client — their services, documents, invoices, orders, tasks and history — with duplicate protection on email and CNIC, and instant search.
Yes. Every client gets a secure self-service portal to view invoices, orders, documents and tasks, upload payment proof, download invoice PDFs and comment on tasks.
Yes. When you add a client, Taxwise checks the email, phone and CNIC against existing records before a duplicate can be created.
Accounting & invoicing
Yes — a full double-entry engine with a multi-level chart of accounts, auto-posting journals from invoices and payments, locked vouchers for audit integrity, and Balance Sheet and Profit and Loss reporting.
Yes. Every invoice and approved payment auto-posts to the double-entry ledger, so billing and books stay in sync with no re-keying.
Yes. You can produce Balance Sheet and Profit & Loss reports on demand, always reflecting current activity.
Tasks & workflow
Tasks are generated automatically from invoices — one per service — then auto-assigned to the right-skilled staff member with the lowest workload who is checked in that day.
Yes. Staff and agents check in and out, admins can mark bulk attendance, and a full leave request-and-approval workflow feeds task assignment.
Security & access
No. Role-based access control means staff see only their assigned work and can open the stored portal credentials of the clients on their assigned work without ever seeing private financials. Every access is logged.
Portal usernames, passwords and PINs are kept in an access-logged vault with reveal and visibility controls, so they are used accountably rather than shared in spreadsheets or chat.
Yes. A filterable activity log records meaningful actions across admins, agents, staff, clients, tasks, invoices, orders and credentials.
Pricing & getting started
Taxwise starts with a 7-day free trial. Basic is PKR 3,000/month for up to 50 clients, Professional is PKR 6,000/month with unlimited clients, and Enterprise is custom-priced.
Yes — Taxwise offers a 7-day free trial so you can evaluate it with your own workflow before committing.
Start your trial with the Start Trial button on this page. For questions, contact the Evotrade.io team through the contact page, email taxwise@evotrade.io, or WhatsApp +92 339 505 0983.
Your workspace becomes read only: you and your team can still log in, read your data and download invoices, but cannot add or change anything until you choose a plan. Nothing is deleted. Contact us and we will move you to the plan you want.
Yes. Every firm gets its own private workspace with its own login, settings, clients, invoices and accounting. Firms cannot see each other's data.
Stop running your firm across ten disconnected tools
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