Clients and onboarding
Keep client details, contacts, onboarding information, and subscribed services together instead of re-entering the same information in separate tools.
Bring your tax firm’s workflows into one connected system.
Tax-Axis is a concrete example of FoleyBridge turning a specialized business operation into browser-based software. It connects client records, time, billing, payments, production, documents, communication, and reporting instead of making a firm manage those activities across unrelated tools.
Tax-Axis is live
See its current modules, plans, pricing, and availability at tax-axis.com.
Built aroundTax and accounting firm operations
ReplacesDisconnected records and repeated data entry
Runs asA dedicated browser-based platform
The software solution
Put the firm’s client, production, and financial activity in the same system.
Tax-Axis organizes the records people use every day and connects the actions that move a client from onboarding through service, billing, and payment.
Time and billing
Record supported time entries, approve charges, and create invoices from the activity already connected to the client.
Payments and receivables
Offer supported online payment options and give authorized users a view of balances, payment activity, and collection records.
Production and deadlines
Assign returns, filings, and recurring activities; then track responsibility, status, and due dates in a shared production view.
Documents and communication
Connect supported files and client communication to the correct client and activity so staff can find the surrounding context.
Dashboards and reporting
Turn the operational and financial records held by the selected modules into views that help the firm see what needs attention.
What this example demonstrates
FoleyBridge can turn your business rules into software your team can use.
Tax-Axis is more than a set of screens. It demonstrates the connected technical capabilities required to build a dependable business platform.
Your data model
Represent the people, organizations, services, transactions, documents, deadlines, and relationships that matter to your business.
Your operating rules
Translate statuses, assignments, approvals, recurring activities, calculations, and exceptions into software behavior.
Your access controls
Give each user the records and actions appropriate to that person’s responsibilities.
Your connected actions
Join client service, production, billing, payments, documents, communication, and reporting so information can move with the transaction.
Your integrations
Connect approved payment, document, communication, or existing business systems when the solution needs them.
Your deployment
Run the application in a dedicated environment with the configuration, access, and infrastructure required for its intended use.
When packaged software does not fit
Stop forcing your business through a patchwork of apps.
You may need purpose-built software when the same facts are copied between spreadsheets and applications, status depends on someone’s memory, staff cannot see the full history, or a critical process relies on manual handoffs.
- Replace duplicate entry with one authoritative record
- Replace spreadsheet status tracking with visible stages, assignments, and deadlines
- Replace manual handoffs with controlled routing, notifications, and approvals
- Replace broad access with roles tied to each user’s responsibilities
- Replace isolated billing or payment steps with transactions connected to the underlying activity
- Replace scattered reporting with dashboards built from the same operational records
Built for your business
Use the Tax-Axis example to picture your own solution.
Your software does not need to resemble a tax platform. FoleyBridge builds around the records, decisions, users, and recurring actions that make your operation distinct.
Client or case management
Give your team a complete view of each customer, account, case, property, location, or other central business record.
Internal operations
Track requests, assignments, approvals, deadlines, exceptions, and recurring responsibilities in one application.
Billing and payments
Connect approved pricing rules, invoices, balances, payment providers, and transaction history to the activity being billed.
Documents and communication
Keep files, notes, messages, and generated documents attached to the records where your team needs them.
Dashboards and reports
Show leaders and staff the queues, exceptions, deadlines, financial measures, and trends relevant to their roles.
Existing-system connections
Bring approved data into the new application or connect it to the systems that must remain.
A real product, not a hypothetical mockup
Explore Tax-Axis, then imagine the same focus applied to your business.
The Tax-Axis site contains current product details for tax and accounting firms. If your business needs its own system, tell FoleyBridge what is disconnected, repeated, or difficult to control today.
Your software
What should your business be able to do in one system?
Describe the records your team manages, the steps people repeat, the applications involved, and the result you want.
Build my business software