Built for professional accounting firms

Your Firm’s Compliance Command Center

Track BIR deadlines, manage workflows, monitor audits, and organize client
engagements in one powerful workspace.

app.msma.work/#dashboard
MS Workspace
Dashboard
Task Monitoring
Tax Compliance
PEZA Compliance
Audit Engagement
Special Engagement
Client Masterlist
Client Assignment
Good morning, Joshua
Performance across the workspace’s five modules · ADS Cluster view
Task MonitoringOpen ›
40Open tasks
24Done this week
2Overdue
13Help needed
Completion this week52%
Tax ComplianceOpen ›
10Clients
180On track
6Needs action
15Overdue / at risk
Filing compliance90%
201 expected filings this cycle · 30 filed in the last 7 days
◈ The actual product — no mockups The dashboard every member lands on: five modules rolled up, live numbers, one glance.
Sound familiar?

Deadlines in one spreadsheet. Tasks in a group chat. Working papers on someone’s desktop. Every extra tracker is one more place for a filing to slip through.

The MSMA answer

One workspace where every BIR deadline, audit stage, and staff assignment lives together — clear, accountable, and connected. Nothing slips, because everything talks to everything.

Everything the firm needs.
Nothing it doesn't

Compliance, audit, tasks, and books in one place — a flexible workspace that keeps every filing cycle on track.

Deadlines at your fingertips

Every BIR form across every cluster, urgency-sorted, so the next filing is always the first thing you see.

0619-ERPM · 6 pending
3 DAYS
SLSPVCM · 4 pending
9 DAYS
1604-CDAT generated ✓
FILED

Important firm alerts

The workspace watches the calendar so nobody has to. Deadlines, archiving countdowns, and overdue tasks surface on their own.

MSMA Workspace · Just now
🚨 1601-C filing window closing
14 clients pending · due Aug 10
Open queueSnooze
MSMA Workspace · 2h ago
📁 PSQC archive countdown
FS Audit — 23 days left to archive
MSMA Workspace · 5h ago
✅ Task completed

Seven stages, zero surprises

Every engagement tracked from PRA to AFI.

PRA
100%
WORKING P.
100%
FIELDWORK
80%
REVIEW
35%
REPORTING

You're in control

Lightning fast. One login, cluster switching, dark mode. Ctrl+K for everything.

Jump to…
1601-C queue — RPM
Client Masterlist⌘M
Switch cluster⌘J

Books that balance

Double-entry bookkeeping with a Philippine SME chart of accounts — VAT, CWT, and statutory built in.

DRInput VAT
1,285.71
CRCash — BPI
12,000.00
TBTrial balance
BALANCED

Manage on the go

Full workspace in any browser, on any device — no installs, no build steps. Check the queue from fieldwork, the BIR line, or the couch. Because, you know, it's 2026.

Today · RPM
1601-C queue7
My tasks5
Fieldwork

Your data flows in and out

Import the firm-standard payroll template, generate BIR-valid DAT files, and back everything up in one click. Nothing gets trapped inside.

XLPayroll template import DAT1604-C DAT export { }JSON backup & restore CSVQuickBooks-ready export XLAlphalist grid import

AI Assistant

It starts as noise

SOPs in binders, deadlines in heads, answers scattered across the firm — information with no one inside it.

Meet Riri · Coming soon

and resolves into Riri

Trained on the firm’s SOPs and BIR workflows — Riri answers procedure questions the way a senior would, in seconds.

Ask anything, cite the SOP

New staff get answers grounded in how MSMA actually does things — not generic tax advice.

How do I process 1601-C?
Riri: Based on your firm’s SOP: ① request the standard payroll template from the client, ② verify it against the Employee Masterlist, ③ run the Withholding Tax Computation, ④ record it and draft the return for review…
Ask Riri…✨ Send

Heads-up before it hurts

Deadline risk surfaced early, based on live pending counts across the workspace.

Riri · Forecast
⚠️ Filing risk detected
At the current pace, 5 of 14 pending 1601-C clients may miss the Aug 10 deadline. Consider reassigning 2 preparers from VCM.
View queueDismiss

Ask anything, cite the SOP

New staff get answers grounded in how MSMA actually does things — not generic tax advice.

How do I process 1601-C?
Riri: Based on your firm’s SOP: ① request the standard payroll template from the client, ② verify it against the Employee Masterlist, ③ run the Withholding Tax Computation, ④ record it and draft the return for review…
Ask Riri…✨ Send

Heads-up before it hurts

Deadline risk surfaced early, based on live pending counts across the workspace.

Riri · Forecast
⚠️ Filing risk detected
At the current pace, 5 of 14 pending 1601-C clients may miss the Aug 10 deadline. Consider reassigning 2 preparers from VCM.
View queueDismiss

Built for professional
accounting firms

This workspace holds tax and client data — so trust isn’t a feature, it’s the foundation.

BIR compliance workflow

The full 8-step pipeline per client, per return, per period — with the exact BIR deadline rules built in.

Role-based access

Admin, senior associates, staff, and interns each see and do exactly what their role allows — enforced on the server, not just in the UI.

Secure client data

No public signup. Access requires the firm’s allowlist, verified accounts, and database rules that block everything else.

Versioned working papers

Recorded computations and drafts are locked — every change becomes a new version with who, when, and why.

Backup and export

Reports and working papers export to Excel, CSV, and PDF anytime. Your data never gets trapped inside.

Documents stay yours

COR uploads are read in the browser to auto-fill fields, then discarded — the files are never stored.

One workspace,
every seat at the firm

From the partner’s risk view to a new hire’s first week — everyone gets the view that fits their job.

Partners

See the risk before it lands

Firm-wide visibility of compliance risks — overdue filings, at-risk deadlines, and every cluster’s completion rate at a glance.

Managers

Assign and monitor workloads

Assign deliverables, watch blockers surface on their own, and rebalance the team before a deadline slips.

Staff

Clear task management

One queue with every deliverable, due date, and status — no guessing what’s next or who’s waiting on you.

New Employees

Faster training through AI

Ask Riri how the firm actually does things — SOP-grounded answers instead of interrupting a senior.

Run the firm from one command center.

We understand how accounting firms lose hours to scattered trackers — MSMA Workspace is how we got them back.

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