Everything that arrives scattered, settled on one desk.
Invoices sent over WhatsApp, statements in email, letters from the tax office... KolaySMM reads them, files each under the right client and chases what is missing. The final approval is always yours.
Import your client list from e-Birlik, Luca, Mikro, Logo or Excel on day one.
Four channels, three files and ten phone calls for one tax return. Or a single flow.
- Invoice received via WhatsAppApproved
- OCR done, 1 field awaiting reviewWaiting
- VAT return approved by the clientApproved
- September bank statement missing, reminder sentMissing
Every step is in the client's file: who sent it, who checked it, who approved it.
From first inquiry to final notification, in one file.
- 1Inquiry
Web form, phone call or referral: every inquiry lands in the CRM.
New inquiryDeniz Yılmaz · sole proprietorshipWaiting - 2Client
Once the proposal is accepted, a client record is opened and a portal invitation goes out.
Record openedVKN 1234567890Approved - 3Documents
Documents arrive through the portal or WhatsApp, and the system reads them.
October documents3 / 4 receivedMissing - 4Return approval
When the draft is ready, the client approves it from their phone.
VAT returnClient approvalApproved - 5Notification
Tax assessment and payment details go to the client's phone.
NotificationAssessment sentApproved
All of your firm's work, in one place.
When your clients open the app, they see your logo.
The portal and mobile app open with your firm's name, logo and color. These two screens are the same product; only the firm settings differ.
- Return approvals, requested documents, messages
- Reports and payments in one place
- Clients see only their own file
Product screens are shown in Turkish, the app's interface language.
AI prepares. Your firm decides.
Agents read documents, find what is missing and draft the message to the client. No record is finalized without staff approval; who approved each step, and when, stays in the file.
Approve or reject the suggestion.
Örnek Gıda Ltd. Şti.'s September bank statement has not arrived. I suggest sending the client a reminder.
Who sees what is clear from the start.
In the portal, clients see only their own returns, documents and messages. Firms cannot access each other's data.
The support team can enter firm data only with time-limited permission from the firm owner.
- 10:05Firm owner granted 2-hour access
- 10:12Support: viewed document settings
- 12:05Time expired, access closed
Don't start from scratch. Your client list is in on day one.
Import your existing list from any of these sources; the system shows you the rows that did not match.
- ✓DoneLogo and firm colorThe portal and app open with these settings
- ✓DoneClient liste-Birlik, Luca / Mikro / Logo or Excel
- 3NextTeam invitationsAdd your staff with their roles
- 4Connect the WhatsApp lineVerify your firm's number
- 5Email domainSend notifications from your firm's address
Three plans, by number of clients.
Prices exclude VAT (KDV). 7-day free trial.
No. You keep your books in Luca, Mikro or Logo. KolaySMM runs your firm's workflow: clients, documents, the filing calendar, approvals and correspondence.
For client data, your firm is the data controller. TalyaSmart processes that data on your firm's instructions; the relationship is set out in a Data Processing Agreement.
No. Agents read, suggest and prepare drafts. Finalizing a record, sending a message or approving a document requires staff approval, and who gave the approval is recorded.
Each client receives an invitation in your firm's name. They open the portal in a browser or in the mobile app and see your firm's logo and color.
Only with time-limited permission from the firm owner. When the permission expires, access closes; every action taken while it is active is logged, and the firm owner can see that log.