Reaching the period-end while chasing documents
- Checking emails and folders client by client
- Discovering missing items when the deadline is already pressing
- Writing the same requests again and again
← All use cases
Tax advisory
XETHER for tax advisers: documents and period-end work up to date.
XETHER connects each client's documents and dates, identifies outstanding work and prepares requests for information. Reach the period-end knowing what you need to review.
In your daily work
Identify missing documents before the period-end.
Illustrative exampleThe period-end is approaching and a client has not yet sent the requested documents. XETHER connects what has been received with the matter's outstanding work and prepares a follow-up for your review.
XETHER organises each client's outstanding work
- A view of the client portfolio and what is still open
- Alerts ordered by date and importance.
- Requests ready to check and send
How XETHER works
From missing documents to a prepared request.
You review which documents have arrived and which need requesting. Dates in your emails and documents are distinguished from the general dates published in the official tax calendar. You check which apply to each client; XETHER does not calculate tax deadlines or file tax returns.
A missing invoice. A reminder to review.
- What you receive
- The client sends part of the documentation, but an invoice you had already requested is missing.
- What it connects
- The email received, the earlier request and the outstanding item for the same client.
- What it prepares
- A draft reminder stating which document is missing, without calculating tax obligations or filing returns.
- What you decide
- You check the outstanding item, recipient and sending account before confirming the send.
View the follow-up steps
Links
Brings together documents, conversations, dates and commitments for the same client.
Checks
Highlights what has been received, what is missing and the general dates in the official tax calendar, with their source and the date of its last review. These are general dates: they do not determine each client's specific obligations.
Prioritises
Puts the matters needing attention sooner first.
Prepares
Prepares the follow-up and shows the details before it is sent.
Control and protection
Your documents provide context, not permissions.
An incoming file may contain malicious instructions. XETHER's controls limit actions to the permissions granted to reduce that risk. The file does not authorise action towards the client.
Explore security in detail- 01 · ReadOnly what is authorised
Reads each client's authorised documents within your permissions.
- 02 · PrepareWork for review
Prepares a request for missing documents and the period-end follow-up for your review.
- 03 · ActWith your confirmation
Always asks for your confirmation before sending tax documents or a message to the client.
Stop · At any step
If an action requires a permission it does not have, it must stop. The content of an email or document does not itself authorise access or execution.
Permission controls help reduce the risk of malicious instructions; they do not eliminate it. You check the sources and keep the professional decision.
The example does not imply that every sending or editing operation is available. Check the scope of the integrations.
Early access
Reach the period-end knowing what is complete, what is missing and whom to contact.
Initial access will be by invitation and in small groups.
Join the waiting listNo payment or commitment when joining the list.