Employee management
  • Manage employees details
  • Automatic user account creation for each employee added
  • Create teams by defining team members
Client Management
  • Add basic client info, assign vat category to client, choose the account manager, and define the services provided to him.
  • Connect contacts, files and bank accounts associated with the client.
  • Connect processes templates with the client.
  • Manage bearer cheques.
Process setup
  • Create your own process templates - choose the activities related to the process
  • Define whether or not the process is recurring and the recurrence period (e.g. monthly, yearly, semester, and quarterly)
  • Define task priority and set reminders
VAT Categories
  • The current VAT categories (A,B,C) and the starting and ending months are included
  • Ability to add new categories or modify existing ones
  • Process recurrence based on the VAT category of the client
Process management
  • Assign employees, deadlines, fees, estimated fees and priority
  • View assigned pending process activities
  • Set activity action (pending, ignore, cancel, done)
  • Accounting report - View the completed, uncompleted processes per account manager per year and the total estimated fee, actual fee and invoiced fee.
  • Uncompleted processes - View processes that have started but not yet finished
  • Pending processes - View processes assigned to employees that have not yet started
  • Assigned current activity: View your immediate next activity to do in the process
  • Deadlines: View processes that have exceeded or are about to exceed the deadline date


Cookies make it easier for us to provide you with our services. With the usage of our services you permit us to use cookies.
More information Ok