KompliTax's Accountant Pro mode is designed for accounting practices that manage eTIMS compliance for multiple client businesses. Instead of logging into each client's KRA account separately, you manage everything from a single dashboard.
Setting Up Your Practice
- Sign up for an Accountant Pro account and select "Accountant" as your role during onboarding
- Enter your practice name and (optionally) your Tax Agent Number
- Your dashboard will show a client portfolio view
Adding Clients
- Go to Clients → Add Client
- Enter the client's business name, KRA PIN, and business type
- Each client gets their own isolated workspace — their transactions, invoices, and reports are completely separate from other clients
- You can have up to 20 active clients on Accountant Pro
Managing Client Transactions
For each client:
- Go to Clients → [Client Name]
- Click Transactions → Add Transaction
- Paste the client's M-Pesa SMS messages or enter transactions manually
- AI categorizes each transaction — review and confirm
- Generate eTIMS invoices for all confirmed transactions
Practice Dashboard Overview
Your main Accountant dashboard shows:
- Total number of active clients
- Transactions and invoices processed this month across all clients
- A quick-access client list with status indicators
- Clients flagged for compliance issues (score below 60)
Billing and Client Access
Clients don't need their own KompliTax account — you manage their compliance on their behalf. Your Accountant Pro subscription covers all clients up to the plan limit. If a client wants their own dashboard access, they can create a separate account and you can work in parallel.