Accounting & bookkeeping firms
You maintain client accounts, collect documents and organise the preparation and internal review of recurring results.
Where your rules matter
- Each client has its own closing calendar and document requirements; missing inputs need an owner and a link to the affected result.
- A correction after review can change the prepared pack. Document versions, comments and client confirmation need to stay tied to the period.
- A client may use several accounting systems and legal entities. A portal can coordinate inputs and status around those tools.