Tax advisory, minus the chaos.
Clients, documents, deadlines, and your team. Finally in one place. So you can focus on what you do best.
Income tax return 2025
VAT Filing Q4
Payroll: January 2026
Tax Advisory
Childcare benefit 2026
Annual Report 2025
You didn't become a tax advisor to chase documents.
Yet here you are, juggling spreadsheets, WhatsApp threads, and overflowing inboxes instead of doing what you do best.
Chasing documents on WhatsApp
Reminders scattered across chat apps. No idea who sent what.
Deadlines in spreadsheets
One forgotten cell update and a filing date slips through.
Emails buried in the inbox
Important client requests lost under hundreds of messages.
No view of team workload
Who's overloaded? Who has capacity? Nobody knows.
Tools that don't talk to each other
CRM here, files there, chat somewhere else. Nothing connects.
Clients left guessing
They call to ask 'any updates?' because there's no way to check.
So we built the tool you wish you had.
One platform for your clients, your documents, your deadlines, and your team.
Client Management
Central hub for all client data, contacts, and service history. Everything about a client in one place.
Assignment Tracking
Track every service per client with stages, to-do lists, and deadlines. Never miss a filing date.
Document Collection
Request, collect, review, and store client documents. Always know what's missing.
Client Communication
Built-in messaging per client. No more scattered emails and WhatsApp threads.
Team Management
Add employees, assign clients to team members, and see who's working on what at a glance.
Metrics & Reporting
Work done per employee, turnaround times, pending actions, and deadline compliance.
It starts with knowing your clients.
Every client, their status, active services, and what needs your attention, all in one place. No more digging through spreadsheets.
Maria Schmidt
maria@schmidt-gmbh.de
services
Thomas Klein
t.klein@kleinco.com
services
Ana Popescu
ana.p@popescu-tax.de
services
David Richter
david@richter-holding.de
services
Sophie Lang
s.lang@lang-beratung.de
services
Document Requests
Maria Schmidt · Tax Return 2025
Then, collect what you need.
Request documents from clients, track what's missing, and keep everything organized. They see exactly what to provide. No more back-and-forth.
Now, keep everything on track.
Every assignment, every deadline, every status. Organized on one board your whole team can see.
Tax Return 2025
Quarterly VAT
Payroll Setup
Advisory Session
Annual Report
Document Review
Tax Return 2025
Quarterly VAT
And talk to clients without the chaos.
No more emails, WhatsApp, and phone calls scattered everywhere. One conversation thread per client, with full context and history.
Maria Schmidt
Hi! I just uploaded the missing bank statements. Can you check if everything is there?
10:32 AM
Got them! Let me review quickly. The income statement also looks good.
10:34 AM
Everything looks complete. I'll start working on the return this week.
10:35 AM
That's great, thank you! When can I expect the draft?
10:36 AM
Should have it ready by Thursday. I'll notify you here when it's uploaded for your review.
10:37 AM
Up and running in minutes, not months.
No complex onboarding. No month-long implementation. Just start.
Set up your firm
Create your workspace, invite your team, and configure your services in minutes.
Onboard your clients
Add clients, send them an invite, and they get their own portal instantly.
Track everything
Manage assignments, collect documents, and stay on top of every deadline.
Grow with insights
See metrics on work done, team performance, and client satisfaction.
Why us? Because we lived the chaos.
Clerqy wasn't built in a vacuum. Our founding team spent years working in tax advisory, chasing documents on WhatsApp, tracking deadlines in spreadsheets, and losing client emails in overflowing inboxes.
We're building the tool we wish we had. And because we're a small team, we work directly with our users, adapting features to real workflows, not the other way around.
Traian
Co-founder
Filip
Co-founder
Born from experience
We've filed the returns, chased the documents, and missed the sleep. Clerqy was born from our own frustrations as tax advisors.
Small team, big care
We're a small, focused team, and that's by choice. It means you talk directly to the people building the product. No ticket queues.
Built with you
Your feedback shapes what we build next. We don't ship features from a corporate roadmap. We build what our users actually need.
Ready to leave the chaos behind?
Join the waitlist and be the first to know when Clerqy launches. Early supporters get priority access and a say in what we build.
No spam, ever. We'll only email you about Clerqy.