Accounting software for a firm and the clients it looks after.
One ledger, two views. The business runs its day to day and the firm sees the same live numbers, so there is nothing to export, email or reconcile between you. When a client confirms a batch the firm sees it immediately, and when the firm posts an adjustment the client sees the effect.
The firm cockpit.
A portfolio view of every client that needs attention, so a practice works the exceptions instead of opening files one by one. The review queue gathers every client's proposals into one prioritised list, and the whole book keeps moving.
Lodgement without the file handover.
Activity statements are assembled for the period, with anything that needs a look flagged, and presented for confirmation before anything is lodged. AML checks sit alongside bulk lodgement, so a practice can move a book of clients without opening each one in turn.
Where the client keeps their independence.
The business is not a passenger. It runs its own day to day in its own view, with the firm seeing the same data rather than a copy sent over at period end. Nobody waits for a file, and nobody works from a version that has quietly drifted.
Honest answers.
Does the firm and the client share one set of books?
Yes, one ledger with two views. There is no reconciliation between the two sides because there is only one set of numbers.
Can a practice work a whole portfolio at once?
That is what the cockpit and the review queue are for: every client needing attention in one prioritised list, with bulk lodgement for the statements.
Does the client lose visibility when the firm makes a change?
No. An adjustment made by the firm shows its effect in the business view straight away, so both sides are looking at the same position.
Your Business Forward.
Book a walkthrough and we will show the business ledger and the firm view side by side, on your own numbers.
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