For Chartered Accountants
The new way of working
in accounting.
Get started with Üstad Report: upload the general ledger; get checks, financial analysis, and a client-ready report in minutes.
Platform Features
The tasks you deal with every day in the office
From collecting documents from clients to collecting fees, the monthly tasks undertaken by the office.
Document Flow
The taxpayer uploads their invoices and statements themselves. You can view them in bulk on a periodic basis.
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Collection
You send the quote via the portal. The client approves it, and payment is automatically taken from the card.
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Notification Centre
Email, push, or dashboard notification: send the reminder now, at a later date, or every month.
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Taxpayer Portal
Taxpayers can see what they need to upload and what is pending on their own screen.
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Job Tracking
See which documents or declarations are pending for each taxpayer in a single table.
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Receipt Scanning
The receipt comes from the taxpayer's phone.
The taxpayer scans the receipt using their phone, and the amounts are read automatically.
Accrual
The assessment automatically appears on the taxpayer's dashboard.
The accrual is retrieved from the Revenue Administration (GİB) and matched with the correct taxpayer. The amount payable is then displayed on the taxpayer's dashboard.
Final verification and signature remain with the advisor.
Highlights
Other tools on the platform.
Tracking e-Notifications and Tax Debts
Unread e-notifications and new tax liabilities appear in the taxpayer's to-do list.
TRA Approved List
View declarations pending your approval in a single list and approve them from your own account.
Bulk File Sharing
Bulk upload tax return and assessment PDFs as a ZIP file, and have them distributed to the correct taxpayer automatically.
Accounting Software Integrations
Uyumsoft, E-Logo and Paraşüt integration is ready.
Team Permissions
Grant module-based permissions, assign a dedicated advisor to the taxpayer.
Üstad Report
A second pair of eyes prior to declaration.
Upload the general ledger. Errors and warnings are listed. Generate a presentation for the taxpayer with your logo.
FAQ
Frequently asked questions
For questions you cannot find the answer to: destek@ustad.co