izzytap is the business management software that runs everything your firm does. Invoicing, accounting, e-signatures, KYC, AML, tasks and a client portal, all in one place and branded as yours.
A spreadsheet for clients. A chat app for documents. One app for invoices, another for the books, a Word file for every agreement, sticky notes for renewal dates. The same client is typed in three times, deadlines slip into fines, and none of it carries your name.
izzytap replaces all of it with one platform, branded as yours.
One login. One price. From the first client check to the final invoice, it all lives in one system. Scroll to see it stack up.
Send quotations and invoices in your client’s currency, set the payment terms, and take card payments online.
Write an agreement from a template or upload a ready-made PDF, then send it out for signing.
Real double-entry accounting that updates as you invoice and record payments. No spreadsheet, no second app.
Photograph a bill and the supplier, amount and tax are read for you, straight into the books.
A shared board for everything your firm is doing, with the right person and the right due date on every job.
A secure, branded vault where each client gets a tidy folder built for them the moment they are added.
Build your own KYC forms and let clients fill them in online. Nothing to print, nothing to re-type.
Check each client against global sanctions, PEP and adverse media lists, with a clear risk rating and a full record.
Every client gets their own login, under your name and in your colours. They view their documents, check an invoice and pay online, from anywhere. izzytap stays completely out of sight.
Most software makes you look like a reseller. With izzytap, your clients experience your firm: your logo on the portal, documents on your letterhead, emails in your name. You get an enterprise-grade platform, and izzytap runs quietly in the background.
Watch the same invoice re-skin to a different firm.
Add your logo, colours and details. Your portal, documents and emails are branded in minutes.
Import your client list or onboard new ones with guided KYC and AML built in.
Invoice, keep the books, track every deadline and get paid, all from one dashboard.
Every firm’s data is separated at the database level and regularly tested with adversarial, attack-style checks. izzytap is designed so one firm cannot see another firm’s data.
One price for your whole firm, everything unlimited, only AML screenings and e-signatures are metered. Free 7-day trial, no card.
The full platform, no card required.
Start free trialYour whole firm, everything unlimited.
Get startedFor groups that need it on their own terms.
Contact usPrices in USD, per active team member. Only AML screenings and e-signatures are metered, 10 of each per user, monthly. A $20 top-up adds 50 of both. Everything else is unlimited.
Replace five tools and a mountain of spreadsheets. Onboarding, invoicing, the books and renewals live in one place, and your clients only ever see your name.
Everything you need to know before you start.
Everything your firm does, in one place, branded as yours.