Taskpath chases the records you're waiting on, files the invoices and statements that land, and drafts the “is my VAT return filed?” replies from your own working papers — cited, and never sent without you. EU-hosted, so client financials never leave your systems.
The repetitive work that arrives by email, folder, and form — handled, and always waiting for you before anything is sent or changed.
Chasing source documents
Bank statements, receipts, mileage logs before a VAT return or year-end close — Taskpath knows exactly what's outstanding per client, drafts the reminder, and escalates as the deadline nears. You approve each send.
The same questions, every quarter
“Is my return filed?”, “what do you need from me?”, “which months?” — a cited draft from your own onboarding notes and records, instead of a junior digging through email threads.
The PDF firehose, filed
Invoices, statements and tax letters arriving by email and portal are classified by client, type and period and filed into the right folder — anything uncertain is parked for a person, never guessed.
Safe with client financials
GDPR-sensitive records and working papers never leave your systems — EU-hosted and self-hostable. Answers are grounded and cited, and nothing is sent or filed without your approval.
We onboard a small number of pilots, one workflow at a time. Tell us the one you'd start with.