Welcome to Complyax

Welcome to the official Complyax User Guide!

Complyax is an automated compliance platform designed to streamline tax preparations, manage HMRC notices, and eliminate the back-and-forth communication required to gather accounting documents.

This documentation is designed to help you quickly understand and use the platform, whether you are a Firm Administrator, a Qualified Accountant, or an External Client submitting documents.

How to use this guide

Use the sidebar navigation on the left to explore different sections:

• Getting Started: Learn how to register your firm and log in securely.
• Firm & Team Setup: Guides for managing billing, adding team members, and checking audit logs.
• Integrations: How to connect Xero, QuickBooks, Companies House, and HMRC.
• Daily Operations: Managing your client database, monitoring the priority dashboard, and tracking deadlines.
• Compliance Workflows: Deep dives into our AI-powered features for VAT reconciliation and HMRC correspondence.
• Client Guide: Instructions for your clients on how to upload documents securely.