Your clients collect passport stamps. We collect the days.
Days tracked, thresholds approaching, documents still outstanding: one portfolio view for your whole firm. Better you catch it than HMRC or the IRS.
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One portal for every adviser with clients on the move
Wherever your clients travel, work, or hold obligations, the portal gives your team the same view: days counted, thresholds tracked, evidence in one place. It adapts to how your firm works, without asking clients to learn a second app.
Accounting and tax firms
From a two-partner practice to a national CPA firm, every client's travel log rolls into one portfolio you can scan in minutes instead of opening file by file.
Private client and wealth advisers
High-net-worth clients move constantly and carry obligations in more than one country. Keep residency exposure, documents, and answers in a single record.
Global mobility and immigration teams
Assignments, secondments, and remote work create day-count exposure long before anyone files. Watch the counters move as the travel happens, with shadow payroll calculations and mobility data built in.
Family offices and in-house tax
One family, many entities, many passports. The portal keeps every individual's position visible without a spreadsheet rebuilt each quarter.
Everything your team needs in one portfolio
No add-ons to configure later. Phase one ships the full workflow, from the first client invite to the final report.
Portfolio dashboard
Every client in one list, sorted by risk. Filter by label, residency, or home location in one pass.
Client profiles
Travel calendar, documents, notes, and access sit under one client. Your team never switches screens.
Tax organiser
Issue a structured questionnaire by tax year and jurisdiction. Watch it move from not started to approved.
Document sharing
Clients upload directly. Your team views, downloads, or pulls a client's full folder as one ZIP.
Reporting and export
Generate residency, work-location, or combined reports in the background. Download as CSV or ZIP.
Access control
Set role defaults for firm admins, users, and assistants, then override permissions for any one person.
In-portal notifications
Organiser submissions and risk updates land inside the portal. Your team keeps one inbox, not two.
Settings and branding
Add your firm's name and logo once, and they appear on every client-facing email and PDF.
Client onboarding
Invite one client or a whole list at once. Access begins only after the client consents in-app.
Trusted by global leaders
From a logged trip to a filed answer
Client tracks travel
01Monaeo logs location automatically as the client moves. No manual entry required.
Client grants access
02The client consents in-app to share data with your firm. Access is specific, revocable, and on record.
You monitor the portfolio
03Risk bands update as thresholds approach, across every client your firm can access.
You act
04Issue an organiser, collect the missing document, or generate the report from the same client view.
Consent, not assumption
Access starts with the client
Nothing in a client's record is visible to a firm until that client grants it, in-app.
Account-level security and privacy
Granular, roles-based permissions let firm admins decide exactly who can view, edit, or manage each client record.
Every view is on the record
Organiser and client access are logged, so your firm can show exactly who looked at what, and when.
Security and access controls
What advisors and clients say
I have used the Monaeo product for close to four years and found it to be a critical tool for accurately tracking my day count in different geographies. The Monaeo dashboard is graphically easy to understand and is extremely reliable. Monaeo was very helpful in verifying my physical presence. I highly recommend this tool for anyone seeking to keep accurate tracking information of their travels.
Stop finding out about a threshold after it's crossed.
See your own portfolio reflected back: risk bands, organisers, and reports, in a walkthrough built around how your firm works.