For accountants, lawyers & advisors
Your clients' obligations, sourced and current — without their whole file in your inbox.
Clients invite you with a read-only role. You see obligations, documents and the audit log with the statute behind every line. They share exactly what you need; nothing more leaves their device.
§
Every line cites its source
Statute, agency, verification date and rule version on each obligation. Review in seconds, disagree with evidence.
↻
Rule changes are versioned
When a requirement changes, the rule gets a new version and affected clients get a notification — you see the same history they do.
◫
Read-only by design
The CPA/attorney role can read obligations, documents and the audit log — not edit the profile, not export, not bill. Clients can revoke access any time.
What advisors get
Exactly what you need from each client — and nothing you would rather not hold.
AvailableRead-only accessObligations, documents and the audit log, with the statute behind every line; no editing rights.
AvailableOne document, one linkClients share a single obligation or document as a time-limited link; every share is logged and revocable.
AvailableAudit trailEvery action, rule version and receipt in one exportable log — evidence, not recollection.
PlannedMultiple clients in one viewA firm dashboard across clients; today each client invites you into their account.
Where you come in
Hora handles the routine. You handle the judgment.
Hora
- Detects obligations from changes
- Prepares routine registrations and notices
- Tracks deadlines and receipts for the rules it covers
Together
- Quarterly and annual filings — Hora drafts, you review
- "Needs review" items where local rules vary
You
- Entity structure, tax elections, disputes
- Anything outside the rule base
- The advice — Hora gives none
Multi-client advisor accounts and a firm dashboard are on the roadmap. Today, each client invites you into their account with the CPA/attorney role.