One operational center across
your entire client portfolio.
Federal and state requirements load automatically. Local commitments auto-matched in Houston, Dallas, San Antonio, and Austin. Everywhere else — add once, tracked forever. White-labeled for your firm.
Client Portfolio Dashboard
Portfolio Summary
3
Client Companies
7
Total Locations
113
Active Obligations
4
Due This Week
One view. Every client. Every week.
Bookkeepers and CPAs are uniquely positioned to help clients minimize risk and reduce operational costs. Compliance oversight is a natural extension of what the relationship already delivers. ComplyTX makes it effortless to provide.
Monday Morning Brief
A color-coded brief delivered every Monday at 6 AM. What is overdue, what is due soon, what is upcoming. White-label it and send it under the firm name.
Full Client Dashboard
Every client, every location, every obligation in one view. See what needs action before the client does.
Custom Obligations
Go beyond compliance. Add lease renewals, insurance dates, vendor contracts, inspections — anything the business runs on.
Digital Vault
Every permit, receipt, and filing confirmation stored where it belongs. When a client needs proof, it is there in seconds.
Every Monday at 6 AM, you see what needs attention.
One color-coded brief across every client — what's overdue, due soon, and upcoming — so you can advise proactively before a client ever calls. Forward it white-labeled, or use it to drive the conversation.
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
Why CPA Firms Use ComplyTX
Full portfolio visibility
See every client's upcoming, overdue, and completed commitments in one center without logging into each account.
Advisory positioning
Operational visibility elevates your firm from reactive to proactive.
Stronger client relationships
Give clients structure they can rely on year-round, not just at filing time.
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 client pain points and exactly how the Agency dashboard works — across all your clients at once.
What you'll get:
Download:
"Compliance Monitoring for CPA Firms" — a one-page breakdown of the client pain points and exactly how it works.
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 CPA 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 — risk-focused answers for CPA-level questions
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 commitments.
How do I position this with clients who think I should track deadlines for free?
Frame it as: 'Tracking every client's Texas deadlines across federal, state, county, and city by hand 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 tracking tool — 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?
Federal and state requirements are matched automatically for every client — payroll, franchise tax, sales tax, and more. The Smart Matching Engine covers local commitments for clients in Houston, Dallas, San Antonio, and Austin. For clients anywhere else in Texas, add their local commitments once — tracked identically.
Not a CPA firm? Looking for bookkeeper or staff accountant solutions? See how ComplyTX helps bookkeepers →