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Quaderno for accountants

A complimentary master tax portal designed for accounting firms and Client Advisory Services (CAS) practices managing global SaaS, e-commerce, and digital product portfolios.

  • 12,000+

    global jurisdictions covered

  • 1M+

    transactions processed per month

  • Gold

    Visma Security Standard certified

  • Master dashboard
  • Nexus monitoring
  • Global calculations
  • Auto-invoicing
  • B2B tax ID validation
  • Global returns & filing

The complete toolkit for managing global tax compliance across your client portfolio

Built for CAS practices and accounting firms handling SaaS, e-commerce, and digital product clients at scale — from nexus monitoring to hands-free filing, everything in one dashboard.

  • Multi-client master dashboard

    A centralized command center built for your CAS team. Switch seamlessly between client portals, view outstanding liabilities, and download historical reports with a single secure login.

  • Real-time nexus monitoring

    Quaderno automatically monitors sales volumes against economic nexus thresholds across over 12,000 jurisdictions worldwide, issuing immediate alerts before liability thresholds are crossed.

  • Instant global calculations

    Automatically apply the correct localized tax rate (Sales Tax, VAT, or GST) to every transaction at checkout based on accurate geo-location and up-to-the-minute database matching.

  • Tax-compliant auto-invoicing

    Send beautifully branded, perfectly localized, tax-ready invoices to your clients' customers automatically. Complete support for multi-currency handling and sequential invoice tracking rules.

  • Real-time B2B tax ID validation

    Instantly check corporate tax identification numbers across the EU, UK, Australia, and New Zealand. Quaderno automatically applies reverse-charge rules for certified B2B checkouts.

  • Global returns & hands-free filing

    Leverage structured data inside the app to let us file your returns automatically for a predictable standard fee, including complete coverage for EU VAT OSS return schedules.

Mailsuite logo

The best thing about Quaderno is that it gets our data straight from the payment platforms. Hence, we have 90% of the work already done.

Photo of Agus García
Agus GarcíaChief Financial Officer, Mailsuite
Real-time tax threshold monitoring dashboard with Stripe, PayPal, and WooCommerce integrations.

Complete multi-client overview

Stop digging through client setups or chasing down missing billing data from disconnected Stripe or Shopify integrations. See real-time exposure charts and pending filing periods across your entire book of business on a single, responsive screen.

Quaderno tax reports interface displaying sales tax rates for multiple countries.

Frictionless onboarding and co-advisory

Bringing a client into your hub takes less than 60 seconds. Clients simply check "Invite Accountant" on their standard setup page. Quaderno automatically hooks their payment pathways directly into your master reporting interface.

Turn tax compliance into a high-margin revenue stream

Earn a 30% recurring commission for up to 24 months on every client account you connect to Quaderno via your partner link.

Dreading the loss of firm billable hours or recurring software markups when offloading complex international tax tasks? The Quaderno Partner Program turns automated compliance into a high-margin recurring asset — you eliminate the tedious spreadsheet labor and liability exposure, while capturing predictable advisory revenue month after month.

Quaderno tax reports interface displaying sales tax rates for accountants.

Frequently asked questions

How does the portal streamline tax workflow management for accounting firms with international clients?

Quaderno provides specialized tax workflow management for accounting firms by automating the most painful part of cross-border compliance: tracking and calculations. Instead of manually auditing your client's global sales data every month, the portal acts as a centralized command center.

The system automatically monitors tax thresholds across the US, UK, Canada, and beyond. Your team can track the real-time compliance status of your entire client portfolio from a single login, transforming a chaotic manual process into a highly structured, automated workflow.

How do accounting firms manage client tax deadlines and shifting economic nexus thresholds?

Missing a foreign tax deadline or threshold can cost your clients thousands in penalties. Quaderno eliminates this risk by continuously tracking localized revenue thresholds (like US Sales Tax economic nexus or UK VAT limits) in real time.

The portal alerts your firm before a client crosses a threshold, giving your team plenty of time to handle registrations and prepare filings without the typical tax-season bottleneck.

How does the platform automate client management and help firms scale capacity without hiring?

The biggest constraint on a firm's growth is capacity. Quaderno acts as a software to automate accounting firm client management by removing the manual friction of cross-border tax tracking.

By automating the calculation, invoicing, and threshold monitoring for your e-commerce and SaaS clients, your current staff can manage up to 3x more international accounts. You can scale your firm's advisory revenue without taking on the overhead of hiring additional tax specialists.

Why should we recommend Quaderno to our clients instead of handling compliance through standard bookkeeping tools?

Standard accounting software isn't built to track global economic nexus or handle the nuances of cross-border digital sales. Trying to force it usually results in your team wasting high-value, billable hours manually chasing data or fixing broken developer integrations.

Recommending Quaderno protects your firm's capacity. It shifts your positioning from reactive, low-margin bookkeeping to proactive strategic advisory — all backed by an automated system and 100% human support when you need it.

Which accounting, billing, and tax software integrations are supported?

Quaderno is built to fit seamlessly into your existing tech stack without forcing a messy workflow overhaul. The portal automatically syncs transaction data by integrating directly with major accounting software and payment gateways, including:

  • Accounting systems: Xero, QuickBooks Online
  • Payment processors: Stripe, PayPal, GoCardless
  • E-commerce & SaaS: Shopify, WooCommerce, Squarespace, Paddle

Because we feed clean, tax-compliant data directly into tools like Xero and QuickBooks, your team can completely eliminate manual data reconciliation.

Is the accountant portal secure and GDPR compliant for European firms?

Absolutely. For European CPAs and accounting practices, data privacy is non-negotiable. Quaderno is fully GDPR compliant, and all client financial data is protected using bank-grade encryption both at rest and in transit.

The portal supports multi-factor authentication (MFA) and features robust, role-based permissions. This ensures that partners, managers, and junior preparers only have access to the specific client accounts and sensitive financial documents authorized by your firm.

How does the portal reduce administrative workloads and eliminate client email overload?

Tax season bottlenecks are usually caused by chasing clients for missing information. Quaderno eliminates this admin drain by pulling transaction and tax data automatically from your client's connected payment pathways (like Stripe or Shopify).

Your team no longer needs to send endless email reminders asking for sales reports, spreadsheets, or invoices. The data is already compiled, clean, and tax-ready inside the dashboard, drastically improving your firm's turnaround times.

How long does it take to onboard an accounting firm, and do you provide migration assistance?

You can set up your master firm profile and begin connecting clients in less than 15 minutes. Because Quaderno connects directly via API to your clients' existing platforms (like Shopify or Xero), there is no heavy data migration or complex spreadsheet importing required.

We provide dedicated implementation support to ensure your staff is trained quickly, allowing your firm to transition from manual tracking to automated compliance with zero downtime.

Set up your account

  1. Book an accounting strategy sync

    Discuss your current manual workflow bottlenecks with a partner specialist.
  2. Onboard your core client portfolio

    Activate your free dashboard toolset and sync client pathways natively.
  3. Automate global scaling

    Unlock 100% human-backed support workflows and automated global filings.