Compliance Visibility for Every Client.
Without Expanding Your Scope.
Texas businesses manage 30+ federal, state, county, and city deadlines.
Your clients are responsible for filing.
You provide financial leadership.
ComplyTX gives your clients structured compliance visibility —
while you maintain clear engagement boundaries.
Why CPA Firms Use ComplyTX
Visibility without liability
Clients remain responsible for their filings. You recommend a system — not assume obligation.
Advisory positioning
Compliance visibility elevates your firm from reactive to proactive.
Client retention tool
Additional structure increases stickiness beyond tax season.
Built for multi-client firms
10 client companies. Up to 50 total locations. Central dashboard included. Need more than 10 clients? No problem — we can add additional clients.
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 CPA 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
Questions from CPA Firms
Does recommending ComplyTX create liability for my firm?
No. ComplyTX is an informational tool that clients use independently. Your engagement letter should already clarify that compliance responsibility rests with the client. Recommending ComplyTX is similar to recommending QuickBooks—you're pointing clients to a helpful tool, not taking on their obligations.
How do I position this with clients who think I should track deadlines for free?
Frame it as: 'Managing 30+ Texas deadlines per client doesn't scale, and manual tracking creates gaps. ComplyTX gives you automated visibility at a fraction of what we'd charge to do it manually—and you're in control.' Most clients appreciate the transparency.
What's included in the Agency plan?
Agency includes: 10 client companies, up to 50 total locations, SMS alerts, multi-client command center, white-label reports, Advanced Ask Teddy, concierge onboarding, and priority support.
What if a client misses a deadline despite using ComplyTX?
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. This is the same as any compliance calendar — visibility doesn't guarantee action.
Can I see all my clients' compliance status in one dashboard?
Agency accounts include a multi-client command center showing upcoming deadlines across all your clients. You can see who's on track and who might need a nudge — without logging into each client's account.
What does ComplyTX actually track?
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. We update rules automatically when agencies change deadlines.
Not a CPA firm? Looking for bookkeeper or staff accountant solutions? See how ComplyTX helps bookkeepers →