The platform

Everything your firm runs on, in one operating system

izzytap is the business management platform for corporate service providers — onboarding, compliance, invoicing, accounting and a branded client portal, all in one place, all branded as yours.

Onboard & stay compliant

Take on a client and clear your compliance obligations without leaving the platform.

  • KYC & UBO onlineCollect identity documents and map ultimate beneficial owners through a guided flow, no paper packs or chasing.
  • AML & sanctions screeningScreen every client and owner against sanctions and PEP lists, with results logged for your MLRO.
  • Risk ratingScore each client low, medium or high against your policy, and keep the reasoning on file for inspection.
  • E-signed engagement lettersGenerate the engagement letter, send it for signature and file the executed copy automatically.
Client onboardingLow risk
Identity verified Passport
AML screening No matches
Engagement letter Signed

Bill & keep the books

One place for quotes, invoices, payments and the returns you file — no double-entry.

  • Quotes to VAT-ready invoicesTurn an accepted quote into a compliant, VAT-ready invoice in AED with a single step.
  • Online paymentsLet clients pay their invoices online, and watch each one reconcile against the books on its own.
  • Expense capture from a photoPhotograph a receipt and izzytap reads the amount, date and VAT, then files it to the right account.
  • VAT201 & P&L one click awayYour VAT201 figures and profit-and-loss statement stay current as you bill, ready when you need them.
Invoice INV-000042Paid
Total invoiced AED 12,400
Paid online Card
VAT201 & P&L Updated

Your brand, your portal

Every touchpoint a client sees carries your firm as the name on the door.

  • White-label client portalA polished portal where clients track their companies, documents and deadlines — branded as yours throughout.
  • Your own domainRun the portal on your own subdomain, so clients sign in to your firm, not a third party.
  • Branded documents & emailsInvoices, agreements and notifications go out in your colours, logo and voice as the brand of record.
  • Client self-serviceClients view their files, sign what needs signing and pay invoices themselves, at any hour.
Client portalLive
Your logo & colours Branded
yourfirm.izzytap.com Your domain
Sign & pay online Enabled

Run the whole firm

The operating system behind your team — every client, request and deadline in one view.

  • Shared request pipelineEvery client request flows through one pipeline, so nothing sits forgotten in an inbox.
  • Staff roles & permissionsGive each team member the access their role needs, and keep sensitive client data appropriately walled.
  • Secure document vaultEvery licence, passport and agreement lives in one encrypted vault, searchable and audit-ready.
  • A full client CRMA complete record of every client company, with licence, VAT, corporate tax, visa and Emirates ID deadlines tracked.
Requests this week8 active
Company formation In review
VAT registration Done
Visa renewal Awaiting
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One operating system for your whole firm

See how izzytap brings onboarding, compliance, billing and your branded portal into a single operating system.