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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