Built for Filipino CPAs and Freelance Bookkeepers
One missed BIR deadline costs your client up to ₱25,000 in penalties. You track hundreds.
Margolio generates the complete BIR, SSS, PhilHealth, and Pag-IBIG compliance calendar for every client in your portfolio based on their exact business classification and tax registrations.
One unified deadline view sorted by urgency. Escalating reminders at 14, 7, 3, and 0 days. Clients upload documents from a shareable link with no account required.
14-day free trial includes 8 client profiles. No credit card required.
34+
BIR forms tracked per portfolio
4×
Reminder touchpoints per deadline
0
Missed deadlines in 2025 pilot
Compliance Calendar
Lim Hardware & Supplies
Monthly VAT Declaration
Buenaventura Food Corp.
Withholding Tax on Compensation
Tan & Chua Accounting OPC
Quarterly Percentage Tax Return
Ong Digital Solutions
Quarterly Income Tax Return
Pangilinan Trading Co.
Annual Registration Fee
Showing 5 of 34 deadlines · 4 clients
₱25,000
Maximum BIR compromise penalty per missed deadline
NIRC Section 255
300–500
Deadlines a 20-client portfolio generates per year
BIR + SSS + PhilHealth + Pag-IBIG combined
8AM PHT
Filing-day reminders sent before eFPS traffic peaks
eFPS peak load data
30 days
Client upload link validity, regenerable at any time
Configurable per deadline
What Margolio does
Every client's compliance calendar in one place, sorted by urgency
Each feature below is specific to Philippine BIR, SSS, PhilHealth, and Pag-IBIG compliance. Margolio replaces the Google Sheet where you track 300 to 500 deadlines across 10 to 30 clients each month.
Auto-generated compliance calendar per client
Enter a client's business type, TIN, and tax registrations. Margolio computes every BIR, SSS, PhilHealth, and Pag-IBIG deadline for the year and adds them to your master calendar. A VAT-registered sole proprietor gets BIR Form 2550-M monthly, BIR Form 2550-Q quarterly, BIR Form 1701-Q quarterly, and annual BIR Form 1701A, plus SSS, PhilHealth, and Pag-IBIG remittances if they have employees.
Covers all 12 BIR form types applicable to sole proprietors, corporations, and OPCs.
How it works
From client setup to filed deadline in three steps
Add a client profile in under two minutes
Enter the business name, TIN, business type (sole proprietor, corporation, or OPC), and VAT status. Mark whether they have employees. Margolio generates every BIR, SSS, PhilHealth, and Pag-IBIG deadline for the year from that data alone.
A VAT-registered sole proprietor with employees gets 34 deadlines generated automatically for the current year.
One dashboard shows every client's deadlines sorted by urgency
Overdue deadlines appear first in red. Critical deadlines within 3 days follow. Warning deadlines within 14 days come next. Every deadline shows the exact BIR form number, filing period, client name, and days remaining.
No more scrolling through a Google Sheet with 30 tabs. One sorted list. Most urgent first.
Send an upload link. Mark as filed.
Generate a unique upload link for any deadline and send it to your client via Messenger or Viber. They upload their documents with no account and no app install. You mark the deadline as filed. Margolio logs the timestamp and files it in the audit trail.
Escalating reminders at 14, 7, 3, and 0 days fire automatically so you never need to chase manually.
Pricing
Plans built for the size of your client portfolio
Every plan includes the complete BIR compliance calendar, escalating reminders, document collection, and audit logging. Pay based on how many clients you manage.
Not ready to commit? Starter includes a 14-day free trial with no credit card required.
Starter
For freelance bookkeepers managing a growing client portfolio.
Up to 8 client profiles
- Up to 8 client profiles
- Complete BIR, SSS, PhilHealth, Pag-IBIG calendar
- Email reminders at 14, 7, 3, and 0 days
- Document upload links per deadline
- Compliance health score per client
- Timestamped audit log
- Shareable client compliance status page
Professional
For CPAs managing 10 to 30 SME clients who need client-facing features.
Up to 30 client profiles
- Up to 30 client profiles
- Complete BIR, SSS, PhilHealth, Pag-IBIG calendar
- Escalating email reminders at 14, 7, 3, and 0 days
- Document upload links per deadline
- Compliance health score per client
- Timestamped audit log
- Shareable client compliance status page
- Revenue Memorandum Circular alerts
Payments are securely processed locally via PayMongo. We prioritize local payment methods for Filipino professionals.
Accepted methods: GCash, Maya, Visa, Mastercard, BPI, UnionBank, QR Ph.
Margolio provides deadline tracking and reminders only. Not a BIR-accredited tax agent. Does not constitute professional tax advice.
FAQ
Common questions from Filipino CPAs
Specific answers about BIR form coverage, deadline shifts, and Philippine data privacy compliance.
Your clients' BIR deadlines are not a spreadsheet problem.
They are a tracking problem.
Margolio tracks every BIR, SSS, PhilHealth, and Pag-IBIG deadline across your entire portfolio, reminds you before each one, and gives your clients a place to send their documents.
14-day free trial includes 8 client profiles. No credit card required. Upgrade anytime.