Automation
Client document collection
Every month, every client of the firm reminded with the exact list of what's missing.
€4 per monthOn the 3rd, 10th and 17th of every month
Accounting firms: agents ready to work for you.
Documents collected, client reminders, tax deadlines and year-end accounts prepared for accounting firms. 10 matching templates, ready after one or two questions.
Your industry:
10 templates for accounting firms
- Automation
Complete KYC files
IDs, proof documents and source of funds requested, checked and filed per client.
€9 per monthWeekdays at 9 am
- Automation
Client tax calendar
VAT, corporate tax installments, CFE, annual returns: every deadline for every client announced in time.
€3 per monthEvery Monday at 8 am
- Automation
Monthly payroll inputs
Absences, overtime, bonuses and expenses gathered and checked before payroll.
€3 per monthOn the 22nd of every month at 9 am
- Agent chain
Legal monitoring and client alerts
Two linked agents: track rulings and new legislation, alert every client affected.
€12 per month2 linked agents
- Automation
Accounting anomaly review
Suspense accounts, duplicates, inconsistent VAT: general ledger anomalies spotted before the review.
€19 per monthFor every file to review
- Automation
Missing document reminders
Documents you're waiting for from clients, followed up politely until they arrive.
€9 per monthWeekdays at 10 am
- Automation
VAT return preparation
Before each deadline, output and input VAT calculated and backed up.
€3 per monthOn the 12th of each month at 9 am
- Automation
Firm newsletter
Every month, the tax and payroll news your clients need, written simply under your name.
€3 per monthOn the 25th of every month at 9 am
- Project
Accounting firm website
Services, indicative fees, tools, tax news and appointment booking.
No connector€49 per monthChanges on demand
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