Secure Portal
for Accountants
My Tickets
Manage and track your support requests
Integration Help Needed
Billing Question
Feature Request: Dark Mode
Peak Times & Deadlines
The stress of tax season
How Tixer Connect Equips accountancy firms
We replace fragmented emails and messy folders with a streamlined platform tailored to handle tax inquiries and client communication seamlessly.
Centralized Tax Dossiers
Stop chasing loose PDFs. Keep all bank statements, VAT files, and email communication neatly organized in one secure, central client dossier.
Smart Inquiry Deflection
AI automatically sorts incoming mail, routes VAT questions to the tax team, and suggests draft answers based on historical client context.
Book Quarterly Reviews
Allow busy entrepreneurs to simply book their quarterly review calls directly in your calendar without endless email ping-pong.
AI Deductions Finder
Upload complex tax guidelines to your knowledge base. The AI answers client questions about deductible expenses confidently and instantly.
Automated Ticket Handling
Streamline support through a system that organizes incoming inquiries and routes them efficiently, helping teams respond faster with less manual effort.
Centralize Everything
Connect your support email into one unified shared inbox. See all communication between your company and the customer in one place, without ever having to ask around.
Automated Efficiency
Our intelligent routing engine analyzes content and assigns tickets immediately.
Zero Friction
Everyone can keep using email. We sync every message and document to the portal, ensuring all stakeholders have the latest info without changing habits.
Full Context
Access the complete customer file instantly. View the entire journey, past tickets, and all shared documents right alongside every new request.
Flexible Scheduling System
Allow customers to book appointments based on staff availability, creating a smooth, self-service experience that removes unnecessary back-and-forth communication.
Self-Service Booking
Clients book directly based on your real-time availability. 24/7, zero friction.
2-Way Sync
Works seamlessly with Google Calendar and Outlook. No more double bookings.
Smart Reminders
Reduce no-shows with automated email and SMS reminders before every appointment.
Customer Files
Give teams a complete overview of each customer by centralizing all interactions, appointments, tickets, and documents in one easily accessible profile.
Full Timeline
Every interaction, email, and ticket in chronological order, ensuring your entire team has the full context.
Company View
View tickets and documents across all members of the organization for a complete company overview.
All Documents
Access all files and attachments shared by or with the customer in one organized view.
Customer Stats
Quick view of open tickets, resolution history, and document counts.
Sarah Jenkins
VP of Operations @ Acme Inc.
Structured Document Management
Securely manage customer documents with intelligent upload zones and granular permissions. Move beyond rigid folder structures and control exactly who can access specific files.
- Share large files via secure upload zones
- Automatic version control and history
- Advanced role-based access control
Our Solutions
Tixer Connect offers specialized portals for both users and companies. Discover how our solutions can improve your communication.
View all solutionsFor Customers: Client Portal
Provide a premium, self-service hub where your clients can track requests, access documents, and book appointments 24/7.
For Your Team: Agent Workspace
Equip your team with a unified command center to manage high-volume support, organize client data, and automate workflows.
Ready to start with Tixer Connect?
More control over customer relationships. Fewer loose emails. More overview. Start today transforming your customer communication.