Accounting office

An accounting office: clients, deadlines, monthly fees

A contract and a monthly fee per client that drafts its own invoice every month, deadlines as tasks, questions as tickets, and a knowledge base the website chatbot answers from.

A day in the system

  1. 1

    Monthly fee

    A subscription per client: one draft invoice for each month that falls due, on its anchor day.

  2. 2

    Deadlines

    Recurring tasks with an owner; the calendar shows who is away when.

  3. 3

    Client questions

    Mail to the support box becomes a ticket with a promised response time; the client sees theirs in a portal.

  4. 4

    Extra work

    Anything beyond the fee is logged in hours and billed.

A website made for it

Live preview; installing creates a new site as drafts, and every word is yours to change.

Common questions

Is this accounting software?

No. There is an accounting journal, bank and a cash book, and the monthly accountant's export, but returns are made in your accounting software. Invoices are reported to NAV by Számlázz.hu or Billingo.

Start free, pay for what you need

The core CRM is free for good, with no card; you can try every paid module for 14 days. If it doesn't suit you, export everything and leave — the data stays yours.