Accounting firm
Your firm, with every close on time
Templates for the monthly close, onboarding a client and every deadline.
Cierre de mes de un cliente
A board that goes from asking for the papers to filing and telling the client.
Alta de un cliente
Details, agreement, access and first meeting, in one task with subtasks.
Vencimiento de un cliente
A tax or a filing with a date, from the heads-up to the receipt.
They come with the product.
You find them in the template catalogue from day one, with nothing to install. Free during the beta.