Sector solution

Tax & advisory

Organize onboarding, documents, deadlines, professional review and payments.

Book a Workflow Audit Explore Stephanie TaxOps & Corporate Compliance

Designed aroundreal operating workflows

Not generic chatbot scripts.

The workflow

What Stephanie can coordinate.

Create tax and corporate client profiles
Send the right document checklist
Track filing and compliance deadlines
Maintain preparation and review stages
Follow up on service fees and balances
Produce owner and partner summaries

Business outcomes

Why owners and partners care.

Cleaner onboarding

Deadline control

Fewer document gaps

Stronger payment follow-up

Professional-review checkpoints

Recommended product

Stephanie TaxOps & Corporate Compliance

A supervised tax and corporate-compliance operating assistant for document collection, CRM, deadline control and revenue-cycle management.

Packages

Start with the right level of operating support.

Basic

PKR 27,900/month

For solo professionals, small practices and initial pilots.

One Stephanie product
One WhatsApp number
One admin user
Up to 3 configured workflows
Basic CRM, scheduling and tasks
Standard onboarding
Monthly workflow review
Email support

Most Popular

Advanced

PKR 84,900/month

For growing firms, partners and serious owner-led businesses.

Everything in Basic
Up to 3 users
Up to 8 configured workflows
Gmail and Calendar integration
Advanced CRM stages
Document processing and reports
Revenue-cycle workflows
Approval and audit flows
PA Lite option
Priority support

Choose Advanced

Enterprise

PKR 479,900/month

For high-volume, custom and multi-department deployments.

Everything in Advanced
Broader user and workflow configuration
Full PA option
Private business knowledge base
Custom integrations and webhooks
Management dashboards
Advanced reports
White-label experience
Dedicated onboarding
Priority optimization

Choose Enterprise

Meta WhatsApp messaging fees and third-party API charges are separate. Enterprise scope is confirmed after a workflow audit.

Built around your current process

Map the workflow before you automate it.

Our workflow audit identifies the strongest use cases, approvals and integration priorities.