Launching first in Houston & Harris County
Multi-client compliance tracking, organized.
Track 30+ federal, state, county, and city deadlines per client in one structured dashboard.
Built for firms managing multiple Texas businesses.
- Multi-client visibility from day one
- Organized by status: Overdue, Due Soon, Upcoming, Scheduled
- Built for multi-client workflows
Agency plan · $149/month · 10 clients
What ComplyTX Provides
Your Compliance Calendar
Upcoming deadlines
Federal Payroll (Form 941)
FiledQ4 2025 · Filed Jan 31
Property Tax Payment
OverdueHarris Co. 2025 taxes · 34 days overdue
Fire Alarm Permit Renewal
Feb 25Houston annual renewal · -9 days
Sales & Use Tax
Mar 20Monthly filing · 14 days
4 agencies. One calendar. You're covered.
Multi-Client Portfolio View
- Monitor all client entities in one dashboard.
- Filter by client, location, or obligation type.
Location-Level Support
- Track multiple locations per client.
- Agency supports up to 10 client entities and 50 total locations.
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 filing obligations.
- ComplyTX provides structured deadline visibility.
Get the Guide + Watch the Demo
See the revenue math, the client pain points, and exactly how the Agency dashboard works — across all your clients at once.
What you'll get:
Download:
"How Bookkeepers Add $500–$1,500/mo with Compliance Monitoring" — a one-page breakdown of the revenue math, the client pain points, and exactly how it works.
Plus:
A full walkthrough of the Agency dashboard — client switching, deadline views, alert configuration, and evidence locker across all your accounts.
10 businesses · 50 locations · White-label ready
Download the One-Pager
How Bookkeepers Add $500–$1,500/mo with Compliance Monitoring
Agency Demo Coming Soon
Full dashboard walkthrough
34 obligations tracked across 2 clients (13 Acme + 21 Magnolia)
Agency Plan Details
Designed for firms managing multiple Texas business clients.
Q1 Promo Rate · 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 Evidence Locker
- Concierge onboarding and priority support
- Advanced Ask Teddy AI compliance 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 30+ Texas obligations 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 obligations by recommending it to clients.
What does ComplyTX track for my clients?
30+ federal, state, county, and city obligations including federal payroll, franchise tax, sales tax, property tax, TABC, permits, and license renewals. Each client sees only what applies to their business type and location.
How many clients can I manage?
The Agency plan supports 10 client companies and up to 50 total locations, with concierge onboarding and priority support.
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 →