/ Case study · Web & apps · Client: Accountantx · 2023
A web dashboard for an accounting practice that tracks every client's accounts, VAT, payroll and self-assessment deadlines in one place.
Each client account shows its year end, filing deadline, days remaining, bank-statement requests sent and received, preparation stage and status. Overdue and waiting items stand out at a glance, and staff can request statements or add clients in one click.
Tell us what you want to measure, control or automate, and where it will be used. We reply with questions or a clear scope.
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