Accounting & Tax Advisory
Accounting & Tax Advisory: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- The per-client filing calendar is not in one place, so everything piles up on the last day.
- Document handover is not logged, so disputes over missing papers arise.
- The fee schedule is not updated as the client's size changes.
- The client load per staff member is not measured.
Workflows
From client to filing
- The client is recorded with type, period and responsible staff member.
- The filing calendar is generated automatically from the client type.
- Upcoming and overdue filings land on the list.
Documents and fees
- Received documents are logged with date and contents.
- A missing document stays open on the client card.
- The fee schedule is updated per period and generates accruals.
Documents
- Client card
- Filing calendar
- Document handover receipt
- Fee schedule
Reports
- Filing status tracking
- Missing document list
- Client load by staff member
- Collection status
Metrics
- On-time filing rate
- Revenue per client
- Clients per staff member
- Collection realisation rate
Compliance
- Chamber registration and practising licence
- Electronic filing and electronic ledger obligations
- Client data and data protection
Glossary
- Taxpayer client
- Customer account being served
- Filing calendar
- Periodic obligation list derived from the client type
- Document handover receipt
- Record that proves receipt of documents
- Fee schedule
- Price definition tied to client size
Frequently Asked Questions
Can I track filing deadlines?
Yes — the calendar is generated from the client type and upcoming filings land on the list.
Can I prove document handover?
Yes — the handover receipt is logged with date and contents.
Can I track missing documents?
Yes — a missing document stays open on the client card until it is closed.
Can I update the fee schedule?
Yes — the schedule is updated per period and new accruals use the current price.
Can I measure staff workload?
Yes — the number of clients per responsible staff member is reported.