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Management for accounting firms

Your accounting firm with every due date in sight and the paperwork on time

Each client with their tax status and their dates. The system requests the month’s documentation, the client uploads it to their portal, and your team knows what’s missing, who has it and when it’s due.

  • Due-date alerts by client and by tax
  • Portal for clients to upload their receipts
  • Monthly fees with a reminder and payment link
Get started Request a demo
Monthly plan · Your client portfolio stays yours
The whole firm in one place

You know what’s due, what’s missing and who’s on it.

The client portfolio, the tax calendar, documentation requests and fees all live in the same system. Each person sees their clients and you see the whole firm.

  • Portfolio with tax profile

    CUIT, VAT status, gross income tax (IIBB) and employees for each client, in a single record.

  • Alerts before every date

    The person in charge of each client gets the alert a few days ahead, along with whatever hasn’t arrived yet.

  • Documentation requests

    At the start of the month, each client gets the list of what they need to send, and you see who responded.

  • Client portal

    They upload receipts, invoices and statements with a photo from their phone. Everything arrives organized in their record.

  • Tasks with an owner

    Each filing with the person preparing it, its current status and the deadline.

  • Fees up to date

    A monthly fee per client, a payment notice with a link and each client’s balance always in view.

Before and after

How your firm’s month changes

The same due dates as always, without chasing every client.

TodayWithout a system
From the first monthWith kaptativa
Due datesA spreadsheet someone has to check
Due datesAlerts per client before each date
DocumentationEmails, photos and voice notes scattered across WhatsApp
DocumentationThe client uploads it to their portal
TeamEveryone knows their own piece, no one sees the whole
TeamTasks per client with status and owner
FeesChased whenever someone remembers
FeesMonthly notice with a payment link
QuestionsThe same questions at any hour
QuestionsThe agent answers the general ones and hands off to you
New clientsOnly by referral
New clientsA website that explains what you do and for whom

Choose the plan based on how many clients you handle

Three monthly plans that keep up with your growing portfolio. If you pay for the year, each month costs less.

Clients the firm handles
Billing

Portfolio

Independent accountantIdeal for you

For those who handle their clients alone or with an assistant: tax profile, due-date alerts and fees.

US$ 18/ month

or US$ 16 per month billed yearly

Get Portfolioor request a free demo
  • Up to 60 clients
  • 3 users
  • Team tasks with owner and status (not included)
  • Monthly documentation request (not included)
  • Portal for clients to upload documents (not included)
  • WhatsApp reminders to clients (not included)
  • Fee collection with a payment link (not included)
  • AI agent on WhatsApp (1 number, 500 conversations a month) (not included)
  • Portfolios by partner and by office (not included)
  • Priority WhatsApp support (not included)
Recommended

Team

Firms with a teamIdeal for you

For a firm with several people: tasks per client, documentation requests, portal and WhatsApp agent.

US$ 32/ month

or US$ 29 per month billed yearly

Get Teamor request a free demo
  • Up to 200 clients
  • Up to 10 users
  • Team tasks with owner and status
  • Monthly documentation request
  • Portal for clients to upload documentsNew
  • WhatsApp reminders to clients
  • Fee collection with a payment link
  • AI agent on WhatsApp (1 number, 500 conversations a month)
  • Portfolios by partner and by office (not included)
  • Priority WhatsApp support (not included)

Firm

Several partnersIdeal for you

For a large firm or one with several offices: more users, portfolios by partner and a view of the entire firm.

US$ 45/ month

or US$ 41 per month billed yearly

Get Firmor request a free demo
  • More than 200 clients
  • Up to 25 users
  • Team tasks with owner and status
  • Monthly documentation request
  • Portal for clients to upload documentsNew
  • WhatsApp reminders to clients
  • Fee collection with a payment link
  • AI agent on WhatsApp (1 number, 500 conversations a month)
  • Portfolios by partner and by office
  • Priority WhatsApp support
Included in all three plans
  • Free setup
  • Managed hosting and domain
  • Tax profile for each client
  • Due-date calendar per client
  • Alerts before every due date
  • Monthly fees and balance per client
  • Firm website with your own domain
  • Ticket support
Plan add-ons and rules
  • Extra user: US$ 4 a month
  • 500 more agent conversations: US$ 15 a month
  • WhatsApp messages are billed by Meta to your business’s WhatsApp Business account.
  • If you go over a limit, we let you know and your system keeps working. Fair use

Custom

Chains, multiple locations or your own processes: we put together a proposal for how you operate, free of charge.

Request a proposal

Prefer to pay just once?

We build it as your own project, with a one-time payment and no monthly plan.

From US$ 351 one-time payment
Request a quote

Switch between dollars and pesos with the selector at the top. Reference exchange rate: Argentina's official dollar rate of AR$ 1,560 (10/26/2026).

Taxes, paperwork and owner, organized client by client

You enter it once and their calendar, requests and tasks are set up.

Clients upload their receipts whenever it suits them. You know what arrived and what’s missing.

1 · Your customer

On the client’s side

They log in to the portal with their username, see what you requested for this month and upload each document with a photo or a PDF, without emailing attachments.

2 · You, in the dashboard

On the firm’s side

Each file is saved with the client and the right month. In the dashboard you see how many clients are done and which ones need a nudge.

Tax calendar

Every tax date with its alert and its owner

With each client’s tax status and the last digit of their CUIT, the system assigns their dates for the year. A few days before each one, the person handling the client gets the alert along with whatever hasn’t arrived yet.

  • VAT, IIBB, Monotributo, income tax, Form 931 and more
  • Alert to the owner a few days ahead
  • Month view by client, by tax or by person
  • Alerts by email and in the dashboard
  • WhatsApp reminder to the client
  • History of every filing
Firm collections

Fees collected in the month they’re due

Each client has a monthly fee. At the start of the month they get a notice with the amount and a link to pay, and you see in one list who paid, who didn’t and how many months each one owes.

  • Fixed fee per client, plus financial statements or one-off jobs
  • Payment notice with a Mercado Pago link
  • Each client’s balance in plain view on their record
  • Mercado Pago
  • Bank transfer
  • Cash
Included in the Team plan

Let the questions that come up every month get answered without slowing the firm down

The WhatsApp agent knows your services, your hours and what you ask for to take on a new client. It answers the general questions and explains how to use the portal. It doesn’t give tax advice: those questions go to the person who handles the client.

  • Answers services, hours and requirements to get started
  • Explains how to upload receipts to the portal
  • Passes tax questions to your team
How the AI agent works

What you can add to your firm

Services you turn on in your system when you need them, without switching platforms.

E-invoicing

The invoice for each client’s fees goes out from the dashboard, valid with ARCA, and travels along with the payment notice.

Type A, B and C invoices, credit notes and delivery to the customer.

Email on your domain

Mailboxes with the firm’s domain for each team member, like you@youraccountingfirm.com.ar.

Setup, migration and support included. Packs based on team size.

Maintenance and upgrades

Backups, updates and monitoring, so the portal is up exactly when it’s used the most.

Monitoring, backups, updates and hour packs.

Works with the tools you already have

The ones you already use every day, connected to your system from day one.

  • WhatsApp
  • Gmail
  • Google Drive
  • Google Sheets
  • Dropbox
  • Mercado Pago
  • Google Calendar
  • Google Meet
  • ARCA
  • Excel

Custom integrations for your business

Use another tool? We connect your system to the software you already have via API.

Ask us

From the first conversation to your system up and running

Three steps, with a fixed proposal before we start.

  1. 1

    We talk about your firm

    We go over your client portfolio, your team, the taxes you file most and how paperwork and collections are handled today.

  2. 2

    We show you your system

    A demo with your brand and sample clients, and the plan that fits your firm.

  3. 3

    We get it up and running

    We move your portfolio over from spreadsheets, set up the portal and the domain, and train the team.

We also build systems for
FAQ

What people ask us before getting started

Have another question? Write to us and we'll answer for your case.

Ask your question
Does it connect to ARCA (Argentina’s tax agency) to file returns?

No. Your team keeps calculating and filing like today, with the tools from ARCA and from each province. kaptativa takes care of what surrounds each filing: the date, the paperwork, who prepares it and whether the work was paid for. A direct connection for filing isn’t included; if you’re interested, we’ll look into it.

Which taxes can I track?

The ones you file: VAT, gross income tax (IIBB), Monotributo, income tax, personal assets tax, self-employed contributions and payroll contributions, among others. Each client tracks their own according to their status, and you can add the firm’s own dates.

How does the client upload their receipts?

From any browser, on a phone or a computer: they log in to the firm’s portal with their username, open the month’s request and attach photos or PDF files. No app needs to be installed.

Do fee invoices come out of the system?

Yes, with the e-invoicing add-on: each fee generates its ARCA-valid invoice, and you send it to the client along with the payment notice.

Does the WhatsApp agent give advice to my clients?

No. It answers the general questions (services, hours, what’s needed to get started and how to use the portal) and passes any question about taxes or a client’s situation to your team.

How do I bring over the client portfolio I already have?

If it’s in a spreadsheet, we import it with the CUIT, tax status and assigned person for each client. Whatever is missing gets filled in little by little from each record.

Is it useful if I work alone?

Yes. The Portfolio plan is designed for those who handle their clients alone or with one other person: tax profile, due-date alerts, fees and the firm’s website.

Every due date in its place and every client up to date.

We’ll show you a demo with your brand and sample clients, no strings attached.

Get started Request a demo
Guided demo, no strings attached

The brands, products, people and photos shown on the screens are fictional and are for illustration only.