Kundeassistent

View status. Distribute tasks. Assign responsibility.

The client assistant consolidates your client list, task status, and responsibility distribution in one place. This provides a structured overview of your entire client portfolio and makes it easier to manage tasks and resources across the team.

Kundeassistentens klientoversigt med status og ansvarlige.
Ansvarlig: Kim Madsen.
Ansvarlig: Mette Juul.

A complete overview of your client portfolio

Get better control over progress and make it easier for the team to prioritize and follow up on work.

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Styr roller og adgange

Bestem hvem der kan se og arbejde med hvad.
Sikker adgang

Assign clients and responsibilities

Link employees to specific clients directly in the list.
Clear ownership

Overblik over porteføljen

Se fremdriften på tværs af alle klienter.
Altid opdateret helhedsbillede

Følg status på regnskabet

Se om regnskabet er påbegyndt, sendt til underskrift eller indberettet
Kend næste skridt

Automatic tax calculation.

The data assistant retrieves relevant external data throughout the audit process. It pulls data from the CVR register and accounting systems, and also assists with filing, reversing entries, and signatures.

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Reports
Users
Landlords

Increased profit margin from the very first financial statement

Our customers have prepared and filed 31,212 financial statements to date, saving more than 67,000 hours by eliminating manual repetition. Could there be something in it for you, too? A brief online walkthrough of the solution will help you quickly decide if it’s worth exploring further.

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Four assistants. One unified flow.