Many clients. One workspace. Zero chaos.
VitalReturns gives tax agencies, accountants and consultants a shared workspace with every client's obligations, filings, payments and billing in one place.
Built for the way agencies actually work
- Client engagements
Add each client taxpayer with their own TIN, documents and signatories — your team sees only what the engagement authorises.
- Shared calendar
A single filing calendar across every client — grouped by return type, due date or client, with per-filing status at a glance.
- Bulk-file batches
File the same return type for many clients in one batch — VitalReturns runs each submission, tracks ACKs and retries failures.
- Retry failed submissions
Partial batch failures spin up a child retry batch with only the failed clients — no manual re-tick.
- Per-client billing
Track billable work, generate client invoices and reconcile receipts — all without leaving the platform.
- Role-based access
Partner, manager, preparer and reviewer roles with digital-signature capture on every filing.
Agency features your clients will feel
Faster filings, fewer penalties, cleaner audits — on every engagement.
- Deadline triage
See the highest-penalty-risk filings across your book first — not alphabetical, not FIFO.
- Evidence per client
Each client's workbooks, URA receipts and reconciliations stored under their engagement — ready for assessment response.
- Audit-ready trail
Immutable log of who prepared, reviewed, signed and submitted every return — per client, per period.
Scale your agency without scaling the stress
Add every client, every engagement, every obligation to one VitalReturns workspace — and let the platform run the pipeline.