THE INTAURYX PLATFORM
Every client. Every task.
One connected practice.
A closer look at the tools that bring work, documents, client communication, AI assistance and security together for CA, CS, legal and tax firms.
01 / WORK MANAGEMENT
Structure that makes every next step clear.
Each client has projects. Each project holds assignments, broken down into tasks with owners, target dates, time estimates, comments and documents. Unique work IDs give everyone a shared reference.
Enter work your way: standard forms, quick multi-entry, spreadsheet upload or the AI assistant. Only essential fields are required.
From assignment to final review
Define statuses that match your firm’s workflow, including In Review.
Only reviewers can mark work Done. Projects close only when all their work is complete.
Assign responsibility and keep discussions and supporting files alongside the work.
Organise projects by branch, and import assignments and tasks in bulk from a spreadsheet.
ONE PLATFORM, EVERY WORKFLOW
Connected tools. Less chasing.
02 / DOCUMENTS
Files stay with the work they support.
Upload documents at client or project level, then attach them to an assignment or task. Request documents from clients by email without losing the context.
Mark client documents confidential, control access to individual files, detect duplicates and recover deleted documents from the recycle bin.
03 / CLIENT COLLABORATION
Bring clients in. Keep internal work private.
Give clients a login to follow work marked client-visible. They can comment and upload permitted documents, without seeing your internal discussions.
Choose what to share rather than exposing an entire project. Keep communication connected to the relevant assignment or task.
Clients who prefer email can simply reply: client-visible comments go out as emails, and their replies come back into the right assignment or task.
04 / AI ASSISTANT
Ask, draft and act—in plain language.
Use text or voice to ask about your firm’s data, get legal and regulatory guidance, summarise documents, draft notices, letters and client emails, or create and update records.
AI supports your professionals; it does not replace their judgement. Your team decides what work to create and reviews communications before they reach a client.
Answers are always limited to the data each user has access to.
05 / DASHBOARDS AND ADMINISTRATION
One firm. Every branch. Full visibility.
Dashboards give partners a live view of clients, projects, assignments and tasks, filtered by status, category, assignee or date range. Reports can be extracted from any dashboard item.
Configure branches, shift timings and work statuses so partners and staff work in one system across offices. People can hold different roles in different projects, and access follows their responsibilities. Groups with several firms also get a head-office view across organisations.
06 / EMAIL MANAGEMENT
Every client email, in the right place.
Incoming emails are matched to their assignment or task automatically. Anything that can’t be matched waits in one shared list until someone acts on it: create a task, link it to existing work or reply directly.
Built for shared inboxes
Reply from inside the task. Client-visible comments go out as emails, and replies come back as comments, attachments included.
An email stays unread for the whole team until someone resolves it, so nothing slips because one person opened it, and everyone can see once it’s been handled.
AI drafts replies for your team to review and edit.
Choose who can be emailed from the system, and filter what comes in.
Access that matches responsibility.
Combine organisation and project-level roles with per-document access controls and a history of who had access, and when.
Org Admin — manages firm settings, users, clients and projects.
Admin Viewer — sees clients and projects across the firm without making changes.
Project Manager — controls project work, members, documents and access settings.
Staff — works on assigned tasks and assignments within the project’s permissions.
Client — follows client-visible work, comments and views or uploads permitted documents.
ON THE ROADMAP
What we’re building next.
Now in development: mobile apps, so your team and clients can follow work, respond and stay in control on the move.
Next on our list: specialised AI agents for GST and bank reconciliation, audit and tax workflows; timesheets; billing and invoicing; and expanded client self-service.
These are planned capabilities, not part of the current release. Ask us about timelines during your demo.
LET’S TALK ABOUT YOUR PRACTICE
Ready for total clarity and complete control?
See how Intauryx can work for your firm. Request a demo, and we’ll give you a guided walkthrough with your own clients, projects and workflows in mind.
Request a demo
Email us at support@intauryx.com