Practice Management for GCC Tax & Audits
Active Clients
128
KYC verified
Open Engagements
11
12 this cycle
Due This Month
7
filings outstanding
Est. Revenue
AED 337K
agreed fees
Utilisation
78.5%
firm-wide
Realisation
84.2%
target 85%
Filing Deadlines
VAT
5d
2026-10-22 · 1 engagement
Corporate Tax
44d
2026-11-30 · 3 engagements
Excise
2d overdue
2026-10-15 · 2 engagements
e-Invoicing
59d
2026-12-15 · 1 engagement
Recent Activity
- Today 18:20Draft VAT return prepared – Al Noor Trading LLC
- Today 11:40Engagement letter sent for e-signature – Sahara Energy Services
- 2d agoFTA filing reference received – Emirates Beverage Co.
Workflow Pipeline · 11 Steps
Step 1
1
KYC
Step 2
1
Engagement Letter
Step 3
1
Data Upload
Step 4
1
AI Sampling
Step 5
1
Doc Request
Step 6
2
Observations
Step 7
1
Manager Review
Step 8
1
Draft Return
Step 9
1
Client Acceptance
Step 10
1
FTA Filing
Step 11
1
Payment
Highlighted step = current bottleneck.
Project Lifecycle · 6 Phases
1 – Initiate
2
Start a new project or task
10 sub-steps
2 – Assign
1
Allocate tasks to team members
15 sub-steps
3 – Execute
4
Perform assigned tasks
20 sub-steps
4 – Review
1
Check completed work
5 sub-steps
5 – Approve
3
Finalise and approve deliverables
3 sub-steps
6 – Close
1
Archive and close the project
1 sub-step
54 sub-steps in total. Projects counted by their current tax workflow step.
Approval Queue
- 2d
Engagement letter – Falcon Tech FZ-LLC
EL approval · Manager L6+
- 1d
KYC – Palm Medical Centre
KYC approval · Manager L6+
- 4d
Observation log – Oasis Construction
Manager sign-off · Manager L6+
- 1d
AI sample – Marina Retail Group
Sample finalisation · Manager L6+
- 6d
EL – Sahara Energy Services (e-signature pending)
Partner signature · Director L8+
Team Capacity by Level
- L1–L2 Associate (14)92%
- L3–L4 Senior (10)104% · overloaded
- L5–L6 Manager (6)111% · overloaded
- L7–L8 Director (3)78%
- L9 Partner (3)64%
Utilisation vs Target
Engagement Margin (fee vs hours × cost rate)
Profitability Engine
- Revenue AED 337,000100% / target 100%
- Cost AED 270,94080% / target 60%
- Profit AED 66,06020% / target 40%
Success KPIs
Efficiency gain
24%
target 30%
Accuracy
96.2%
target 95%
Client satisfaction
4.4/5
target 4.5/5
Risk Governance
| Level | Score | Engagements |
|---|---|---|
| High | 5 | 5 |
| Medium | 3 | 3 |
| Low | 1 | 4 |
High-risk work requires Director (L8+) approval; Medium needs Manager (L6+).
UAE Compliance Matrix
- VAT (FTA)Compliant
- Corporate TaxCompliant
- ExciseCompliant
- e-Invoicing (PINT AE)In progress
Risks & Mitigation
- ComplianceHighRegular audits
- TechnicalMediumRedundant systems
- FinancialLowBudget controls
Client Management
| Client | KYC | Engagements | Last interaction | Documents |
|---|---|---|---|---|
| Al Noor Trading LLC | Verified | 1 | 2d ago | 42 |
| Gulf Horizon Logistics | Verified | 1 | 5d ago | 118 |
| Desert Rose Hospitality | Verified | 1 | 6d ago | 9 |
| Emirates Beverage Co. | Verified | 1 | 4d ago | 27 |
| Falcon Tech FZ-LLC | Verified | 1 | 1d ago | 4 |
| Marina Retail Group | Verified | 1 | 2d ago | 33 |
| Oasis Construction | Verified | 1 | 1d ago | 141 |
| Palm Medical Centre | Pending | 1 | 2d ago | 2 |
| Creek Foods Distribution | Verified | 1 | 7d ago | 56 |
| Sahara Energy Services | Verified | 1 | 5d ago | 61 |
| Jumeirah Fashion House | Verified | 1 | 5d ago | 38 |
| Blue Wave Tobacco Imports | Verified | 1 | 8d ago | 22 |
Engagement Register
| Client | Period | Module | Current Step | Eng. Letter | Risk | Deadline | Fee | Margin |
|---|---|---|---|---|---|---|---|---|
Al Noor Trading LLC VAT-2026-Q3-014 | Q3 2026 | VAT | 8/11 · Draft Return | Signed | Medium | 2026-10-28 11d left | AED 18K | 25% |
Gulf Horizon Logistics CT-2025-FY-003 | FY 2025 | Corporate Tax | 6/11 · Observations | Signed | High | 2026-11-30 44d left | AED 65K | -7% |
Desert Rose Hospitality VAT-2026-Q3-021 | Q3 2026 | VAT | 3/11 · Data Upload | Signed | Low | 2026-10-22 5d left | AED 14K | 70% |
Emirates Beverage Co. EXC-2026-09-002 | Sep 2026 | Excise | 10/11 · FTA Filing | Signed | Medium | 2026-10-15 2d overdue | AED 9.5K | 28% |
Falcon Tech FZ-LLC VAT-2026-Q3-030 | Q3 2026 | VAT | 2/11 · Engagement Letter | Manager Review | High | 2026-10-28 11d left | AED 12K | 89% |
Marina Retail Group EI-2026-PILOT-01 | 2026 | e-Invoicing | 4/11 · AI Sampling | Signed | Low | 2026-12-15 59d left | AED 48K | 38% |
Oasis Construction CT-2025-FY-011 | FY 2025 | Corporate Tax | 7/11 · Manager Review | Signed | Medium | 2026-11-30 44d left | AED 52K | -18% |
Palm Medical Centre VAT-2026-Q3-037 | Q3 2026 | VAT | 1/11 · KYC | Draft | High | 2026-10-28 11d left | AED 11K | 93% |
Creek Foods Distribution VAT-2026-Q3-041 | Q3 2026 | VAT | 9/11 · Client Acceptance | Signed | Low | 2026-10-28 11d left | AED 16K | -5% |
Sahara Energy Services CT-2025-FY-019 | FY 2025 | Corporate Tax | 5/11 · Doc Request | Sent | High | 2026-11-30 44d left | AED 70K | 37% |
Jumeirah Fashion House VAT-2026-Q3-045 | Q3 2026 | VAT | 11/11 · Payment | Signed | High | 2026-10-28 filed | AED 13K | -10% |
Blue Wave Tobacco Imports EXC-2026-09-005 | Sep 2026 | Excise | 6/11 · Observations | Signed | Low | 2026-10-15 2d overdue | AED 8.5K | 1% |