moduulo accountantsHQ

All relevant bookkeeping tasks are done automatically in clientCockpit. Preparator handles the account reconciliation in a system-controlled process and eliminates all manual steps for monthly/annual financial statements and reporting.

The essential Dashboard each of your accountants, uses to control and manage his clients. Say goodbye to jo-jo emailing with your clients cause of missing documents or upcoming deadlines. All documents are ready, all transactions have been automatically written into the general ledger and main journal. At each deadline, you only have to control the automatically prepared reports (VAT reports, Balances sheet, P&L, Income Statements, Cash Flow, etc.) and launch the submission to governmental authorities with a simple button click.

Preparator Accountant includes a workflow and deadline manager. The system takes care of alerting the client if documents are missing, if approvals have to be given or if the accountant requests any other action. Alerts are sent by email and can be configured in Desktop notifications. 

Onboarding a new client is a simple and straightforward process. You can create and manage profiles (thus giving your new client access to clientCockpit). You set CRM data for invoicing and help your client with the migration from other accounting tools: import trial balances, customers and suppliers from XERO, ERPLY (and more to come).

Voice-based time-tracking (for each of your accountants) and invoicing are core features for your practice. Create invoices per project, per task, per subscription, or per used time.

Access to your practice data and your client's data helps you keep a precise overview of your rentability. It also helps to find potential bottlenecks in your processes or workflows. It gives you the necessary data-based information to be an influential advisor to your client. This part of accountingHQ is the next big step in our roadmap.

Essential features of CRM, including contact management, browser-based calls to each registered phone number, booking of consulting slots for your clients, and video-calling for support of your clients, makes accountantsHQ your favorite everyday working tool. Sales pipelines, accountant's efficiency tools, prospecting, and newsletter/emailing are on our roadmap.