Online system for processing contract workflow with accounting firm clients

Certusoft software supports the Commerbook accounting office in the implementation of contracts for accounting services. Based on the contract between the office and the client, the scope of services is determined and all the necessary information is transferred to the system level. At the same time, our software takes into account cyclical and non-recurring matters that need to be performed at a given time.

The work of the team is optimized. A balance sheet that only needs to be done once a year? Our system remembers and notifies the responsible accounting employee in time.  The right people are assigned the things they need to do at the right time. We are happy that employees can forget about notebooks and calendars to keep track of and remember what tasks they have to do.

Cases generated on a cyclical basis - tasks completed on time

Good accounting software that supports contract accounting is a great help. It makes work much easier and allows the company to control activities and deadlines, which is extremely important in tax management. Missing a deadline can cost a company a lot of money and time.

• Tasks are generated based on the terms of the cooperation agreement with the customer.
• Different categories of cases, including cyclical and one-time cases.
• All cases are visible in the system.
• Outsourced cases are visible to the accounting clerk and the client.

Automatic notifications to clients about tax receivables

Optimal use of accounting resources is one of the basic elements when implementing modern accounting software. Certusoft Finance and accounting software automates many repetitive and tedious processes. It allows you to set up automatic and manually defined notifications. In practice, the software allows you to transfer all contractual terms to the system level and automatic processes.

Clients of the Commerbook accounting office receive up-to-date and reliable information about tax receivables to be paid. The system automatically collects the necessary data and generates special messages that are sent by email. In this way, the accounting office can be sure that the client has received the information at the right time. The message is prepared in such a way that the user must confirm receipt of the message. This is done with a single click. If the user fails to do so, the system will send him notifications daily until he confirms that he has read the message.

Advantages of the documentation management system in the accounting office

• Realistic control over contract execution. All business conditions, and obligations of the parties, which are Commerbook accounting office and its clients, are transferred to the level of online application.
• Online access. Access to information about the execution of contracts, their terms, or the status of their execution is realized through access via a web browser.
• Analysis and reporting. Continuous control of the execution of each contract. A quick view with a financial summary of the months with notifications to those responsible for the execution of the activities covered by the contract.
• Security and access control. The setting of access to the application is based on the level of authorization. Only authorized personnel have access to data related to the contract and the tasks assigned to it.