Document-to-tax workflow platform

FiscalBridge

Document-to-tax approval for accounting teams. FiscalBridge turns uploaded invoices, receipts, and work activity into controlled journal entries, tax approvals, client notices, billing, and audit-ready reports.

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Quarter controlsRole-based approvalsMulti-branch service firmsUnified audit logs

How work moves

A controlled route from source document to client notice

01Upload

Company and assigned users submit invoices, receipts, and supporting files into the prepared fiscal quarter.

02Evaluate

Reviewers check account lines, taxable amounts, source data, and exception notes before approval.

03Approve

Accounting leads approve the entry, override when permitted, or return the item for correction.

04Notify and report

Clients receive approved notices while managers track fiscal, billing, portfolio, and audit reports.

Company

Upload and trackCompany users see their documents, fiscal-year grouping, notices, and financial statement.

Tax Evaluator

Evaluate and correctEvaluators choose a company and fiscal year, review extracted entries, and correct rejected records.

Approver

Approve and sendFinance approvers approve entries, reject incorrect work, and send fiscal-year tax notices.

Admin

Configure and reportAdmins register companies, assign users, manage accounts, and view company fiscal reports.

Asset Management

From purchase documents to fixed asset accounting

FiscalBridge turns uploaded purchase orders, delivery receipts, and invoices into asset records, capitalization approvals, depreciation schedules, monthly journal entries, and audit-ready asset reports.

Upload PO / Delivery Receipt / InvoiceReview and classify itemCreate asset recordApprove capitalizationGenerate depreciation schedulePost monthly depreciationTrack movement, maintenance, audit, and disposal

Asset IntakeCapture PO, delivery receipt, invoice, supplier, cost, quantity, and receiving details.

Asset RegistryMaintain asset codes, category, acquisition date, location, custodian, warranty, and source documents.

Depreciation ManagementSet useful life, method, salvage value, accumulated depreciation, and net book value.

Journal Entry IntegrationPrepare acquisition, depreciation, reclassification, impairment, and disposal entries.

Asset ReportsGenerate fixed asset registers, depreciation schedules, movement reports, and audit trails.

Disposal ManagementHandle sale, retirement, loss, write-off, donation, remaining book value, and gain or loss entries.

For accounting service companies

Run FiscalBridge as a client-service business across branches

A registered service company operates as a subscriber inside the main FiscalBridge platform, manages branch teams, and serves small and medium client companies from one controlled workspace.

Subscriber workspace under the main fiscalbridge.co platformBranch admins with scoped usersEach branch can manage its own client portfolioFiscalBridge system admin keeps platform governance

Preview sample service-company homepage

FiscalBridgeSystem AdminPlatform governance, plans, approvals, audit

Service company subscriberAccounting firm workspace in FiscalBridgeSubscriber admin, plans, portfolio reporting

Branch ABranch admin and usersClient onboarding, documents, billing

Branch BBranch admin and usersOwn client scope and workflows

SME client 1SME client 2SME client 3

Start here

Access your assigned workspace or request onboarding

Need help with onboarding or access?

Reach the FiscalBridge support team for workspace setup, account access, billing, or workflow questions.

support@fiscalbridge.co