No more chasing documents,
manage your engagements with peace of mind
We build your engagement tracking tool with a client portal, automated document collection and a staff dashboard.
Sound familiar?
Hunting down missing documents
You chase clients 5 times to get a bank statement or an invoice. Every tax season, it is the same race.
Engagement tracking all over the place
Financial statements, VAT returns, payroll… Each staff member tracks work their own way. Impossible to know where each file stands without asking.
Stressful deadlines
Due dates keep piling up. A late filing means a penalty for your client and your reputation on the line.
What actually changes
« I spent hours emailing clients to get their documents. Some never replied and we ended up scrambling at the last minute. »
« The client has their own portal. They get a notification with the list of missing documents. If they do not respond within 5 days, a reminder goes out automatically. »
« Each staff member tracked the progress of their files differently. I had to walk around the office to know where things stood. »
« A central dashboard shows each engagement, its status, its deadline and the person in charge. I see everything at a glance. »
« We once missed a VAT filing deadline because the file had fallen through the cracks. The client was not happy. »
« Automatic alerts notify the staff member and the manager 15 days, 7 days and 3 days before each deadline. Nothing slips through anymore. »
How we make your life easier
We get to know your day-to-day
We spend 30 minutes with you to understand your engagements, your deadlines and your internal organization. We talk accounting, not tech.
We build YOUR management tool
A client portal for document collection, an engagement tracking board per staff member, and automatic deadline alerts.
It runs on its own
Document reminders go out automatically. Deadlines are tracked. Your staff sees their engagements in one click. You run the firm.