Every client question, on time.
Your client asks a question. Your firm follows it up together, even when their regular accountant is away.
Ready from day one.
Choose "Accounting" when you start. This is then ready and waiting.
Request or file, you choose
The template starts with File. Pick Request, Ticket or Case in the settings.
Your types and categories
Tax return, annual accounts, advice, audit. VAT, personal income tax, corporate tax, social contributions.
Your fields
Company number on the client, tax year on the request. Add your own.
Reminders
A week and three days before the deadline, and on the day itself. No more separate spreadsheet of filing dates.
No more calls that go nowhere.
One point of contact
Your client emails your firm.
Not that one accountant. Yusral puts the question with the right colleague.
No point of failure
Sara on leave? Jonas replies.
With the whole history at hand. Your client doesn’t notice a thing.
Sound familiar?
- "Who picks up that email with invoices?"
- Domain linked to the client: the email becomes a request, with their regular accountant.
- "The client calls about their tax return."
- Turn it into a request yourself, without an email. In a few seconds.
- "Typing the same email every month."
- Quick replies fill in the name and request number for you. Or the AI drafts it.
- "An intern only needs to look."
- The Viewer role: sees every request, changes nothing.
Hosted in the EU and GDPR-compliant, as you would expect from a firm that handles client data.
Your firm is ready.
Types, categories, fields and deadline reminders for an accounting firm are already set up. Fill in your firm’s name and you can start right away.
Start your 14-day free trial14 days free. No credit card. Your clients will only notice that you reply faster.