Your clients' Texas requirements. One operational center for your firm.
Your clients stay covered. Your firm gets the credit.
$149/month
Your client portfolio. One operational center.
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.
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.
10 businesses · 50 locations · White-label ready
Agency Plan Details
Designed for firms managing multiple Texas business clients.
Locked for 12 months
- 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 80+ 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 →