Part payments
Record less than the full amount without closing the remaining balance. Payments cannot exceed what is due.
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Tuba Software Practice and accounting
TubaConta
A clearer month. For every client.
Bring client documents, monthly work and fee records together with double-entry accounting. Keep each business’s books separate, follow recorded payments and understand the posted figures behind the reports.
ClientPeriod
Documents
Monthly work
Recorded fees
Open balance
One context for the work and the balance.
PRACTICE
Client documents, monthly work, fees and recorded payments remain the starting point.
ACCOUNTING
Separate books, balanced entries and financial statements for each accounting entity.
CONTROL
Defined access, controlled posting, period boundaries and a retained history.
The monthly record
Different entries. One continuous account.
The client and period provide a common reference. Move through the record to see how each part contributes to a clearer view of the month.
Product model · no customer data
Client×Period
Select an entry to follow its place in the record.
Start with what has arrived.
Request and receive documents against the right client and period. Private files stay attached to that context as the office reviews them.
Request → private file
Received / reviewed
Same client. Same period.
Receive & organise
Every request. A place to land.
Keep the request, the document and its review together. The office and client share the relevant record without exposing the rest of the office’s work.
Request
Create a document request for a named client and period. Assign a responsible person and follow its status.
Receive
The office or the client uploads a private PDF, PNG or JPEG. Attach it to a request and a document category.
Review
Mark received files as reviewed and retain the recorded action. Download the original through authorised access.
Up to 10 MiB per file. A review status records an office action; it does not certify a document or complete a tax filing.
Fees & receipts
Amounts that remain explainable.
A fee, the payments recorded against it and the amount still due. Each has a clear place in the account.
Recorded fee
Active payments
Open balance
For an active fee. Payment entries are manual records of money already received; TubaConta does not charge bank accounts.
Clear corrections
Reverse an incorrect payment record with its history preserved. Cancel a fee with no active payments and register a corrected fee.
Operational receipts
View and print a receipt of the recorded payment, including its current status. These receipts are not fiscal documents.
The accounting cycle
From the supporting record to a clearer financial view.
Follow the work from a document or reference through a prepared entry, review and posting. Each step keeps the accounting entity and period in view.
Product model · no customer data
One accounting entity. A traceable sequence.
Select a step to see how it contributes to the accounting record.
Keep the evidence in context.
Request and receive private client documents. Authorised staff can link eligible supporting documents to accounting entries; uploading a file does not create an entry automatically.
Document / reference
Supporting context
A shared record. Defined access.
The right view for each person.
Separate the office’s internal work from the client’s own space. Access follows the person’s role and office membership.
Inside the office
Keep the team’s work connected, with different levels of responsibility.
- Administration and office membership
- Client work and document handling
- Fee and payment management
- Read-only oversight
With the client
A private view of that client’s documents, shared monthly work and fee account.
- Send and download their own documents
- Follow shared requests and checklists
- See their fees, payments and receipts
- Keep internal staff tasks out of view
People may belong to more than one office. Each office keeps its own clients, records and access rules.
Each business has a separate accounting entity with its own books and staff permissions. The client portal remains limited to the client’s shared practice records; it does not expose the general ledger. Practice fee records are not posted to accounting automatically.
Understand & follow through
A month you can follow.
Review the work and the amounts together, with enough context to understand the record behind the summary.
A consistent period view
Reports group fees by their period and include active payments against those fees, even when the payment date falls in another month.
A visible work queue
Follow checklists, document requests and office-maintained deadlines. Assign internal tasks and track their recorded status.
A retained decision trail
Authorised staff can inspect who changed a record, when it changed and the values before and after the change.
Accounting and control
A figure you can follow back to its record.
Keep the financial work understandable as it moves from preparation to reporting.
Posting controls
Review precedes posting. Closed periods reject new postings, and posted entries retain their history. Enable strict approval to require a reviewer other than the latest preparer.
Defined access
Keep the practice’s own books and managed clients’ books separate. Authorise accounting work by entity, with distinct preparation, review and read-only responsibilities.
Financial context
Follow partial settlements, credit adjustments and reversals. Review configurable tax summaries and book depreciation alongside financial statements derived from posted entries.
Verified product scope
Client work. Accounting. A defined scope.
- Practice and client portal
- Client/period documents, monthly checklists, office-maintained deadlines, internal tasks, CVE fee records, manual payments, operational receipts and practice summaries.
- Accounting core
- Entity charts of accounts, journals, fiscal years and periods; double-entry drafts, review, posting, controlled reversals and a general ledger.
- Financial operations
- Customer receivables, supplier payables, partial settlements, credits, recorded cash/bank movements and manual statement reconciliation.
- Financial reporting
- Trial balance, profit and loss, balance sheet, receivable/payable aging, configurable tax summaries and fixed-asset records with book depreciation and disposal. Export the current report-table page as CSV.
- Access and traceability
- Separate business books, entity permissions and retained accounting changes. A local accounting-event foundation supports explicit mappings, source references and reviewed drafts; production cross-product synchronization is not active.
Understand the product boundaries
TubaConta does not claim statutory accounting, fiscal software or jurisdiction-specific tax certification. Tax codes require configuration; there is no tax return filing, government submission, fiscal invoicing or payroll calculation. Payments and transfers are manual records, not bank instructions. Reconciliation is manual, with no bank API, live feed or automatic matching. Each accounting entity uses one base currency; foreign exchange, consolidated accounts and a cash-flow statement are not included. Practice fees do not post to the ledger automatically, and production cross-product synchronization is not active. Requests and receipts do not send outbound email. There is no AI document processing or offline business entry. Operational payment receipts are not fiscal documents.
TubaConta / Tuba Software
Bring the month into focus.
Talk to us about your practice, your clients’ books and the way your team prepares, reviews and follows financial records.
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