Accounting
Business Systems for Accounting Firms and Advisory Services
Manage client files, documents, communication, and reporting in one traceable system. Built for accounting firms, auditors, and consulting companies.
The challenge
Accounting firms with EU funding must manage documentation for multiple clients with defined retention periods, GDPR requirements, and full audit traceability.
Recommended modules
CRM
Client dossiers, key contacts, communication history, and task tracking.
DMS
Client documents with versioning, access rights, and a complete audit trail.
Archive
Long-term storage with statutory retention policies and GDPR-compliant lifecycle management.
BI
Dashboards for workload, revenue per client, and filing deadline tracking.
Typical outcomes
- ✓More structured client files with complete relationship history
- ✓Better GDPR compliance and auditable data processing
- ✓Less manual document searching across clients and periods
- ✓Easier handover during regulatory or client-driven audit
See how the system looks for your sector
We have a live demo environment with realistic data from your industry. We can show it to you at the very first meeting.