Finance
A quieter Finance system for Tax Advisory
Tax Advisory teams usually stall when tax advisory workpapers and the filed pack sit in different drives. Omni Group gives Finance operators expert services when tax advisory needs a human to implement the next step, starting from Launch at €79 / $89 per month. Add a Tax Advisory-specific package only when you need it; the workspace already covers day-to-day ops. Typical next buy: Ops clarity bundle.
- • Finance teams see that tax advisory filing and close deadlines live in a shared spreadsheet
- • Finance teams see that tax advisory renewals surprise the team because dates live in chat
- • Finance teams see that tax advisory fee quotes stall while someone hunts the latest rate card
Launch
€79 / $89
Start on Launch for Tax Advisory. If this finance niche needs a scoped pack next, Ops clarity bundle is the usual fit — Audit and workflow plan together when both are needed.
Growth
€249 / $279
Start on Launch for Tax Advisory. If this finance niche needs a scoped pack next, Ops clarity bundle is the usual fit — Audit and workflow plan together when both are needed.
Scale
€429 / $469
Start on Launch for Tax Advisory. If this finance niche needs a scoped pack next, Ops clarity bundle is the usual fit — Audit and workflow plan together when both are needed.
Vertical package
Ready to buy€349/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. Client KYC packet
record
- 2. CRM onboarding ledger
create-contact
- 3. Quote + invoice
invoice
- 4. Reconcile payment
run
- 5. Notify unlock
send
- 6. Exception queue
create