Internal Tool & CRM · Accounting Firms
Manage your firm, not your Excel files.
Engagement letters, new client onboarding, time tracking, task management... Build a custom tool connected to your production software to structure your firm's growth.
Software that adapts to YOUR processes
You shouldn't have to bend your internal processes to fit generic software. I develop the missing piece that centralizes your firm's administrative work.
100% Adapté
CRM tailored to an accounting firm's sales cycle.
Automatisation
Automatic generation of engagement letters.
Gestion des Tâches
Track task progress by team member.
Connexions API
API connection with your tools (Cegid, MyUnisoft...).
Méthodologie
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1. Business framing
Being familiar with the industry, we get straight to the point on your business needs (KYC, fees...).
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2. Custom development
A clear interface to track the status of each file and prospect.
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3. Interconnection
The internal tool communicates with your billing and accounting production.