freee Launches Business Management and Document Collection Features for Tax Accounting Firms

freee Co., Ltd. (Headquarters: Shinagawa-ku, Tokyo; CEO: Daisuke Sasaki; hereinafter "freee") has launched new business management and document collection functions within its 'freee Client Management' platform, enabling centralized management of client information.

Solving the Challenges of "Deadline Anxiety" and "Fragmented Document Collection" in Tax Operations

In the field of taxation, missing deadlines is unacceptable and remains a constant psychological burden for staff. However, in traditional tax environments, tax return preparation software and progress management tools have been fragmented, leading to risks of oversight due to manual management and progress tracking becoming overly dependent on individuals. Additionally, document collection from clients has occurred through disparate channels, with collection, follow-ups, and storage managed across separate tools—creating a "double management" bottleneck that severely hampers operational efficiency. To address these challenges, freee has launched its new business management and document collection functions, aiming to free advisors (tax accountants, certified public accountants, etc.) from the stress of follow-ups and administrative tasks, enabling them to focus on high-value advisory services that support clients' business operations.

With the launch of these features, integration with freee Accounting and freee Tax Filing enables automatic generation and progress tracking of schedules based on statutory filing deadlines using Gantt charts. Furthermore, leveraging AI for automatic sorting and storage of submitted documents, along with automated reminder functions, significantly reduces the burden of double management and communication tasks associated with document collection in tax accounting firms.

Four Key Features and New Initiatives of the New Functions

1. Complete Centralized Management: Unified Across All Software, Including Competitors'

In addition to fully automated display of tax schedules through direct integration with freee Accounting and freee Tax Filing, the platform also allows management of client schedules from other accounting software within the same interface. This establishes a seamless operational foundation as a standardized infrastructure across the entire firm.

2. Eliminating Individual Dependency: Standardizing Workflows with "Tax Advisor-Reviewed Templates"

The platform comes with professionally reviewed, optimized workflow templates for each tax event. Intuitive checkbox-based process management standardizes operations, ensuring consistent quality across the entire firm.

3. No More Stress Over Follow-Ups: Streamlining Communication for Document Submission

In addition to automated reminder notifications sent to clients based on submission deadlines, a built-in comment function enables direct communication with clients within the system.

This eliminates the burden of individual outreach and the psychological discomfort of repeatedly following up, enabling smoother document collection while improving communication with clients and internal teams.

4. AI-Powered Smart Organization: A Clear "Document Storage" System from Submission to Data Integration

Clients can download the 'freee Advisor Link' app to scan and instantly submit documents directly from their smartphones. Documents collected via the app are automatically read by AI and sorted—receipts go to the 'Accounting File Box,' while contracts and other documents are directed to the 'Document Storage.' Furthermore, by using the 'AI Data Integration Link' from within Document Storage, the platform delivers a seamless experience from document collection to data digitization. This enables centralized management of general data and information, drastically reducing the effort required for aggregation and organization while enabling real-time information sharing.

Benefits of Implementing These New Functions

Eliminating Oversights and Errors:

Automated schedule generation based on statutory deadlines, combined with alerts for incomplete or upcoming tasks, ensures zero missed deadlines.

Standardized Workflows and Smooth Transitions:

Real-time visibility of progress enables easy handover and status tracking, even during staff departures or transfers.

Reduced Communication Costs:

Eliminating fragmented tools and double management, along with automated client reminders and AI-powered document sorting, dramatically improves operational efficiency.

About freee Client Management

'freee Client Management' is a platform designed for advisors—including tax accountants and certified public accountants—to centrally manage all client-related information. By seamlessly integrating with other freee products such as freee Accounting and freee Tax Filing, it resolves issues such as oversight risks from manual management and progress tracking dependency on individuals. The platform strongly supports advisors by freeing them from complex administrative tasks and follow-up stress, enabling them to focus on high-value advisory services that align with clients' business strategies.

About freee's "D4U (Done for You) Technology"

A system unique to freee—the most user-friendly SaaS platform powered by AI—that enables small businesses to confidently entrust their operations to AI. In an era where ease of use for humans ("Done by You") was paramount, the AI era demands a new experience: how completely tasks can be entrusted to AI ("Done for You"). D4U Technology aims to deliver this new operational experience through four core values: low-cost design, sustainable growth models, high security standards, and reliable execution capability.

freee AI Special Page: https://www.freee.co.jp/ai/

Company Overview: freee Co., Ltd.

Company Name: freee Co., Ltd. (Corporate Name: Free Co., Ltd.)

Representative: CEO Daisuke Sasaki

Established: July 9, 2012

Headquarters: Art Village Osaki Central Tower 21F, 1-2-2 Osaki, Shinagawa-ku, Tokyo

https://corp.freee.co.jp/

Back Office Knowledge Base (for managers to staff): https://www.freee.co.jp/kb/

Latest Job Openings at freee Co., Ltd.: https://jobs.freee.co.jp/

Under the mission of "Empowering Small Businesses to Become Global Leaders," freee is building an integrated business platform that enables anyone to run their business freely. As a Japan-born SaaS cloud service, freee collaborates with partners and financial institutions to create an open platform, continuously delivering "real value."