Replace Spreadsheets With Automated Client Obligations
The all-in-one platform for Accountants and Auditors to automate client obligations, eliminate missed deadlines, and give clients full visibility, without manual work.
Stop Managing Spreadsheets. Start Managing Growth.
As an accounting or auditing firm, your value is in your expertise, not in manually tracking VAT deadlines in an Excel file.
IXXO Hub turns your complex compliance calendar into a streamlined, automated workflow.
Grow Revenue
Focus on billable work instead of administrative tasks
Save Time
Eliminate manual tracking and repetitive tasks
Stay Compliant
Never miss a deadline with automated reminders
Client Onboarding Without Manual Follow-Ups
Onboarding new clients is slow, manual, and error-prone.
Forms, emails, missing details, and retyping company data across multiple systems.
This slows down your team before the work even starts.
One Form. One Account. No Cleanup.
Clients submit their details once through an online form. IXXO Hub automatically creates the client account and stores all company data correctly from day one.
Obligations Your New Compliance “Autopilot“
The heart of our solution is the Obligations Module. It’s not just a calendar; it’s a living record of every promise you’ve made to your clients.
Set it and Forget it
Define recurring obligations (Monthly Payroll, Quarterly VAT, Annual Audits). IXXO Hub automatically creates the entries with all predefined tasks exactly when they are needed.
Dual-Track To-Dos
Separate Admin Tasks for your team and Customer Tasks for your clients. Everyone knows exactly what they are responsible for.
The Ultimate Audit Trail
Every note, document, and timestamp is logged. You get a 360-degree history of exactly what was done, when, and by whom.
Focus on What’s Due
Only see what needs your attention today. No more digging through folders to find the status of a filing.
i.e Annual VAT, Payroll, Statutory Filings
A Professional Portal Your Clients Will Love
Stop chasing documents via insecure email threads. Give your clients a Branded Frontend Portal where they are part of the process.
No more sending documents by email. Ever.
Intelligent Workflows
Automation That Enforces Your Process
Combine Obligations with IXXO Workflows to automate the “boring stuff” that eats your day.
Automated Nudges
Let the system send SMS or Email alerts to clients who haven’t uploaded their documents yet.
01
Instant Task Routing
As soon as a client uploads a file, an internal task is automatically created for your junior staff to review it.
02
Status Syncing
Automatically update CRM records or notify a partner when a major audit milestone is reached.
03
If this, then that
Automatically enforce your firm’s internal rules and compliance logic, using built-in workflows.
04
All in one
The Unified Platform One Login, Total Control
Why pay for five different apps when you only need one?
The true power of IXXO Hub is that “Obligations” doesn’t live in a vacuum. It is fully integrated into a unified ecosystem. Stop jumping between tabs and keep your data in one place.
Obligations connect directly with clients, tasks, invoices, and communication, so nothing lives in isolation.
CRM & Client Management
See every email, call, and obligation in one client profile.
Task & Project Management
Assign, track, and complete daily tasks with clear visibility on progress.
Helpdesk
Handle client queries with a professional ticketing system.
Internal workspace
Collaborate with your team through shared notes, files, and discussions.
10+
Tools Replaced
Seize the Opportunity
Ready to Modernize Your Firm?
Join the new generation of auditors who replaced manual processes with the clarity of IXXO Hub.