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.
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.
10 businesses · 50 locations · White-label ready
Agency Plan Details
Designed for CPA firms managing multiple Texas business clients.
- 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: 'Managing 80+ 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 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 →