File many clients. Chase no deadlines.
VitalReturns gives tax agents, accountants and consultants a shared workspace that keeps every client's obligations, filings and billing visible in one place.
Built for how agents actually operate
- Client engagements
Add each client as an engagement — their own TIN, workbooks, signatories, documents and billing — isolated by access control.
- Agency calendar
Every obligation across every client in one calendar, grouped by return type, due date, or client.
- Bulk-file batches
File PAYE / VAT / WHT for dozens of clients in one batch — each submission tracked individually with URA ACK.
- Smart retries
Failed submissions roll into a child retry batch with only the failed clients — no manual re-tick.
- Per-client billing
Track billable work, generate agency invoices and reconcile client receipts without leaving the platform.
- Client messaging
Send workbook requests, deadline reminders and signed-filing receipts to clients from inside the engagement.
Agency outcomes your clients will notice
More clients. Fewer missed deadlines. Cleaner audits.
- Penalty-risk triage
See the highest-penalty-risk filings across your book first — not alphabetical, not FIFO.
- Role-based teams
Partner, manager, preparer and reviewer roles with digital-signature capture on every filing.
- Audit-ready per client
Each engagement keeps its own evidence vault — ready for URA assessment, due diligence or hand-over.
Add your whole book in a day
Import clients from CSV, map TINs, assign preparers — and your agency pipeline is live.