Track all clients, deadlines, documents and billing in one place. In 15 minutes we'll show how your firm can serve 30% more clients — without chaos in Excel and Google Calendar.
Never miss a tax deadline again — the system remembers and reminds you.
Free · No commitment · Tailored to your firm
Used by accounting firms across Serbia
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We'll show you how to manage clients from A to Z in 15 minutes.
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If you manage clients in Excel, deadlines in Google Calendar, and exchange documents over WhatsApp and email — this is your daily life:
An average firm with 30+ clients misses 3–4 deadlines a year. Each miss means a fine for the client and seriously damaged trust. Some firms have lost 10+ year clients because of one forgotten deadline.
Without a system to track stages, you don't know each client's status. You answer "we're working on it" — but you don't know either. The chaos is constant, and clients feel you're disorganized.
Documents scattered across emails, folders, WhatsApp messages and Google Drive. Finding one document takes 10+ minutes — and you do it many times a day, for every client.
The new client comes from another firm. You don't have the full picture: what was filed, what's pending, what the deadlines are. You start in the dark — and the risk of error in the first month is high.
Without time tracking, you bill flat-rate. Some clients are "heavy" and eat your time — but you don't see it. You lose thousands of euros a year because you don't know who's profitable and who isn't.
Every month you send the same reminders to the same clients who are late with documents. Without automation, your time goes to "fishing" — instead of work that gets billed.
A system built for how accountants work. Every module speaks your language.
Every client has a card: tax ID, contact, all deadlines (VAT, year-end, bonuses, balance sheets), filing history, all documents and communication.
The system tracks deadlines for VAT, advance payments, year-end reports, bonuses and any other obligation. Reminders go to you 7, 3 and 1 day before — and automatically to the client.
Every client gets a secure portal. They upload documents there, see what's been filed. You get a notification as soon as a client sends something. No more "I sent it to you 2 weeks ago".
Every task, every calculation, every consultation — tracked per client and work type. At month-end you know exactly how much time you spent and which client needs a price increase.
Monthly bookkeeping, bonuses, year-end reports or consultations — one click and the invoice is ready. The system pulls hours and items. No retyping in Word, no errors in amounts.
How many clients are active? Which deadlines are due this week? Who hasn't sent documents? Who brings the most revenue? All on one dashboard — in 5 minutes in the morning.
From morning overview to invoice — all in one place, no chaos, no forgotten deadlines.
Open the system, see all deadlines due this week, clients who haven't sent documentation and tasks per colleague. Coffee is still hot — and you already know what's the priority.
The system sends an email to the client: "Reminder: deadline for year-end documents is in 3 days." You don't chase — the system works for you.
Client gets a link, uploads the PDF, you get a notification. No more "I sent it" — everything is in the system, with date and time. Communication finally in one place.
You finished the monthly bookkeeping — one click and the invoice is ready. The system pulls items, amounts, client. You send directly. No retyping in Word and Excel.
No long implementations. No learning complicated systems. We set everything up, you start working.
We show you the system using your examples — your clients, your deadlines, your firm's workflow.
We configure deadline types, document templates, users and import clients from Excel.
Quick team training (1–2 hours). Everyone active. From day 2 the firm runs in the system — no deadline can pass unnoticed.
Yes. The system is fully aligned with the Serbian Tax Administration calendar — VAT, advance payments, year-end reports, bonuses, balance sheets. All deadlines are pre-configured and automatically updated.
Yes. The system is in the cloud. Each accountant has their own access and client list. The firm owner sees everything — clients, tasks, hours and revenue per accountant and overall.
Each client gets a secure link to their portal. They upload documents there, see what's filed, what's pending. You get a notification as soon as a client sends something. No more chaos through email and WhatsApp.
Price depends on the number of accountants and clients. For a firm with 2–3 employees it starts from less than the cost of managing a single client. You'll get an exact quote during the demo.
We help with migration — clients, deadlines, history. The process takes 1–2 hours for an average database. No manual entry. You send us the Excel, we import everything.
The demo is free with no obligation. The first 30 days is a trial period — no contractual commitment. If it's not for you, just say so. No penalties, no questions.
In 15 minutes we'll show how your firm can track all clients, deadlines and documents in one system — and never miss a deadline again.
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