Your clients' Texas requirements. One operational center for your firm.
Your clients stay covered. Your firm gets the credit.
$149/mo billed annually · or $199/mo month-to-month
You already see everything.
Who files on time. Who waits until the last minute. Who only calls after something goes wrong. That's not a bookkeeping problem. It's a visibility problem.
Do you have visibility across your clients' business ecosystems?
When is the next inspection? Lease renewal? Permit renewal? Mandatory training? Most businesses can't answer that in one place. ComplyTX changes that.
Your client portfolio. One operational center.
Client Portfolio Dashboard
Portfolio Summary
3
Client Companies
7
Total Locations
113
Active Obligations
4
Due This Week
Multi-Client Portfolio View
- Monitor all client entities in one operational center.
- Filter by client, location, or obligation type.
Location-Level Support
- Track multiple locations per client.
- Scales with your firm as you add clients.
Food-Service Compliance
Supports entities that serve food, including:
- TABC
- Health permits
- Fire inspections
- Recurring operational certifications
Automated Reminders
- Email reminders on all plans.
- SMS reminders included with Agency.
White-Labeled Reporting
Generate compliance summaries branded with:
- Your firm name
- Your logo
- Your contact information
Clear Responsibility Boundaries
- Clients remain responsible for their own filings.
- ComplyTX provides structured commitment visibility.
Start your week with clarity across every client.
Every Monday at 6 AM, one color-coded brief lands in your inbox — white-labeled and ready to forward as your own.
Next 7 Days — Detailed View
What is due, which client it belongs to, and what needs to be done.
Next 14 Days — Summary View
What's coming next so you can prepare ahead of time.
ComplyTX
Monday Morning Brief
Week of July 15, 2026
Generated: Monday 6:00 AM
Prepared for: Rivera Bookkeeping
2
Clients
3
Locations
4
Due This Week
6
Due Next 14 Days
1
Overdue
La Paloma Kitchen · Restaurant · 2 Locations
| Obligation | Location | Due Date | Status | Action Required |
|---|---|---|---|---|
| TABC License Renewal | Midtown | Jul 09, 2026 | OVERDUE | Renew immediately — lapse >30 days requires new application |
| Health Permit Renewal | Midtown | Jul 17, 2026 | DUE SOON | Submit to Houston Consumer Services |
| Sales Tax Filing (Jun) | Both | Jul 20, 2026 | DUE SOON | File via TX Comptroller portal |
| Hood Suppression Inspection | Montrose | Jul 27, 2026 | UPCOMING | Schedule with certified vendor |
| FOG Grease Trap Service | Montrose | Aug 04, 2026 | UPCOMING | Log service record in vault |
Corner & Co. General Store · Retail · 1 Location
| Obligation | Location | Due Date | Status | Action Required |
|---|---|---|---|---|
| Sales Tax Filing (Jun) | Midtown | Jul 20, 2026 | DUE SOON | File via TX Comptroller portal |
| TWC Unemployment (Q2) | Midtown | Jul 31, 2026 | UPCOMING | File via TWC TexasWorkforce portal |
| Property Tax Rendition | Midtown | Aug 03, 2026 | UPCOMING | File with Harris County Appraisal District |
Generated by ComplyTX · complytx.com · Confidential — for Rivera Bookkeeping use only
Agency Plan · $149/month
No digging. No guessing. No checking multiple places. One view. One workflow.
One operational center for everything your clients carry.
Track the requirements and commitments your clients are carrying — federal filings, Texas deadlines, local renewals, and everything else that keeps their business running.
What this means for you
- One dashboard across all clients
- Clear visibility into what's coming next
- Proof stored where it belongs
- Less chasing, fewer surprises
- More control across your portfolio
Get the Guide + Watch the Demo
See how the Agency dashboard works across all your clients at once.
What you'll get:
Download:
Agency one-pager — how compliance monitoring works for firms, the client pain points it solves, and how to position it.
Plus:
A full walkthrough of the Agency dashboard — client switching, deadline views, alert configuration, and Digital Vault across all your accounts.
Launch rate, billed annually · or $199/mo month-to-month
10 businesses · 50 locations · White-label ready
Agency Plan Details
Designed for firms managing multiple Texas business clients.
Launch rate, billed annually ($1,788/yr) · or $199/mo month-to-month
- 10 client companies, up to 50 total locations
- Multi-client command center with cross-client visibility
- SMS alerts included
- White-label reports and Digital Vault
- Concierge onboarding and priority support
- Advanced Ask Teddy — AI operations assistant
Common Questions from Bookkeepers
How is this different from Google Calendar reminders?
Google Calendar doesn't know Texas compliance rules. You'd have to manually research and enter every deadline for every client. ComplyTX automatically tracks 100+ Texas commitments based on each client's business type and location—and updates when rules change.
Does using ComplyTX create liability for me or my firm?
No. Clients remain responsible for their own compliance. ComplyTX is an informational tracking tool—you don't take on filing commitments by recommending it to clients.
What does ComplyTX track for my clients?
Federal and state requirements are matched automatically — federal payroll, franchise tax, sales tax, and more. The Smart Matching Engine covers local commitments for Houston, Dallas, San Antonio, and Austin. For every other Texas location — add local commitments once and we manage them forever. Each client sees only what applies to their business type and location.
How many clients can I manage?
Each client gets their own operational center based on their business type and location. Concierge onboarding and priority support included.
What if my client misses a deadline anyway?
ComplyTX sends multiple reminders before each deadline — email on all plans, SMS on Agency. But ultimately, the client is responsible for acting on those reminders. You're providing visibility, not guaranteeing compliance.
Managing a CPA firm? See how ComplyTX helps CPA firms →