Onboarding & compliance
KYC, UBO capture and AML screening through one guided flow, with every result logged.
About izzytap
Built so your firm runs on one platform, under your own name
izzytap is the business management software that runs everything your firm does, from onboarding and compliance to billing, accounting, e-signatures and a branded client portal. One platform, branded as yours, wherever in the world your firm works.
Why izzytap exists
A firm’s work is scattered across spreadsheets, chat threads and a stack of separate subscriptions. The same client gets entered three times, documents live in someone’s inbox, and a renewal or a filing deadline slips through the gaps until it becomes a problem.
We built izzytap on a simple belief. A firm should run its whole back office in one place: onboarding, compliance screening, invoicing, accounting, e-signatures and every client deadline on a single platform. And when a client logs in, they should see your firm’s brand, not a patchwork of third-party tools.
The platform
Your whole firm, on one platform
Everything a firm needs to take on clients, do the work and get paid, in one place instead of a dozen.
Billing & payments
Quotations, invoices and online payments that reconcile against your books on their own.
Accounting & tax
A full double-entry ledger with your tax returns and profit-and-loss always up to date.
E-signatures & documents
Draft, send and e-sign agreements, then file the executed copy in a secure vault.
Branded client portal
A polished portal on your own domain where clients see files, sign and pay, all as your brand.
Firm operations
Every client, request and deadline in one view, so nothing sits forgotten in an inbox.
Built to last
Enterprise-grade foundations
The serious infrastructure a firm should be able to take for granted, built in from the start.
Bank-grade data isolation
Every firm’s records are separated at the database level, so your data is only ever yours.
Encrypted & audit-ready
An encrypted document vault and a full audit trail of who did what, and when, on every record.
Global & multi-currency
Multi-currency billing and local tax settings adapt to the country your firm operates in.
Hosted & always available
Hosted, backed up and maintained for you, so the platform is there whenever your firm is working.
What we believe
Your brand comes first
Your brand by default. Your firm is the name on the door, on your own subdomain.
Compliant by design
AML and KYC screening, UBO capture and a full audit trail are native, not bolted on.
One platform, not ten
Onboarding, billing, accounting and documents belong together, not scattered across separate tools.
Your data is yours
Bank-grade isolation keeps every firm’s records separate and firmly under your control.
Who it’s for
Advisory & consulting firms
Consultants, agencies and boutiques that bill clients for ongoing, expert work.
Corporate service & compliance firms
Company formation, KYC, AML and licensing, tracked per client company.
Accounting & finance practices
Invoicing, accounting, tax and reporting for your whole client book.
Get started
Run your firm on one platform
Bring onboarding, compliance and billing together, every client experience branded as yours.