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Adsum is pioneering the tax AI space

All Your Clients’ Taxes on One Dashboard.

OpenTax automates tax management for accounting and bookkeeping practices across four key workflows. Save time, reduce errors, and focus on growing your practice.
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Real-Time Data Insights to Fuel Practice Growth

Gain real-time oversight of your entire client base. Assign tasks to team members and track progress—no more manual coordination.

 

Tasks Automated

  • Syncing HMRC data for all your clients in real-time.
  • Assigning tasks to team members with restricted permissions.
  • Tracking progress and deadlines across all clients.

Benefits

  • Saves time on manual oversight and coordination.
  • Ensures secure data sharing with team members.
  • Provides a unified view of all clients’ tax statuses.
  • Timely identification of revenue opportunities.
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Why Automation Matters for Our Accounting and Bookkeeping Partners

Save Time

Automate repetitive tasks like data syncing and deadline tracking, saving your team hours each day.

Reduce Errors

Real-time HMRC syncing ensures accurate data, minimising errors in filings and payments.

Scale Securely

Manage all your clients with multi-account consolidation and restricted team permissions.

Boost Client Engagement

Empower clients with a portal to view tax info and receive automated payment reminders, enhancing transparency and trust.
AutomateVATManagement

Automate VAT Management

OpenTax automates VAT data syncing across multiple agent accounts, tracks return statuses, and sends alerts for submissions and payments, all in one dashboard.

 

Tasks Automated

  • Syncing VAT data from HMRC for all clients.
  • Sending automated alerts for filing deadlines and overdue payments.
  • Notifying clients of payment deadlines via the client portal.

Benefits

  • Eliminates manual VAT data retrieval, saving hours.
  • Reduces compliance risks with timely alerts.
  • Cuts down on client follow-ups with automated reminders.
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PAYEManagement

Simplify PAYE Management at Scale

OpenTax automates PAYE data syncing, tracks payments, and highlights overdue amounts, ensuring compliance across all clients.

 

Tasks Automated

  • Syncing PAYE data in real-time for all clients.
  • Sending alerts for upcoming and overdue payments.
  • Automating client payment reminders via the portal.

Benefits

  • Saves time on manual PAYE updates and tracking.
  • Ensures timely payments with automated alerts.
  • Reduces communication overhead with clients.
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CorpTaxManagement

Streamline Corporation Tax for Large Client Bases

OpenTax provides real-time Corporation Tax insights, automates deadline alerts, and tracks payment statuses for all clients.

 

Tasks Automated

  • Syncing Corporation Tax data for all clients.
  • Sending automated filing and payment deadline alerts.
  • Tracking open and completed tax periods in one place.

Benefits

  • Eliminates manual data updates, reducing errors.
  • Ensures compliance with automated deadline notifications.
  • Provides a clear overview of all clients’ tax statuses.
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