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ERP system for CPA firms and tax consultants
התקדמו למערכת הנהלת חשבונות אונליין
שעובדת בסנכרון מול לקוח
ותהנו מלקוחות מרוצים והפחתה משמעותית בהקלדות
מספקים ללקוח תוכנה עם המון אפשרויות ניהוליות שכוללת גם אפליקציה
What type of customers is this suitable for?
1. Customers with reasonable activity who already do Excel and use additional calculation programs in order to understand and control their situation on an ongoing basis.
Who is this suitable for?
1. Accounting firms that provide accounting services to their clients
2. Clients with a large volume of activity who are looking for an internal bookkeeper
In light of significant growth in activity and the need for ongoing monitoring.
2. Tax consulting firms that provide accounting services to their clients
3. Customers who know how to operate a computer minimally, for example: the ability to work in programs such as Excel or Green Invoice is completely sufficient.
3. Offices and freelancers that provide accounting services to their clients
Benefits of an accounting system for CPAs and tax consultants
הפחתה משמעותית בהקלדה
Customers receive a management system and perform operations in it such as: producing customer invoices, receiving supplier invoices and payments, which produces automatic registration that saves additional typing.
Customers enjoy many options
Customers receive management modules such as: a purchasing system, a sales and inventory management system, digital invoices, CRM , and more .
You can provide many management options and thus tie the customer to your service.
Accessibility from anywhere
An innovative interface brings ease and convenience of use with lots of design flexibility.
The system is available from any computer with internet and also on the mobile app.
You and your clients work in parallel!
הקמת מרכזי רווח על ידי לקוח
Customers independently establish profit centers or projects required during their activities, instead of Excel and other software they currently use. Establishing a profit center creates expense and income cards into which the results will be recorded when issuing an invoice to a customer or receiving a supplier invoice. And all this without any knowledge of accounting!
Your job is to maintain high profitability by constantly improving efficiency!
Our job is to provide you with the tool that will help you accomplish the task!
The problem:
Transferring material to the accounting office and typing it consumes many working hours and creates a lot of stress at the end of a reporting period.
The solution:
Imagine that customers operate in a system that is friendly to them and their activities generate automatic journal entries that save you almost 90% of typing, with the ability to attach documents to each operation. A customer's interest in entering materials stems from a need to offset inputs and see activity results by profit centers or projects.
Clients are frustrated because they do not receive current information from the accounting firm according to profit centers and in fact they are managing parallel accounting in other systems and Excel.
The problem:
The solution:
The system provides an easy-to-use tool that replaces Excel and other calculation programs. The tool allows the customer to perform all four basic operations he needs:
1. Tax invoice 2. Receipt 3. Supplier invoice 4. Issuance of checks and other payments
Customer activity performs automatic registration, which brings with it the management reports they desire.
The problem:
Most software does not allow multiple positions to work on the same company at the same time. For example, one employee cannot take half of the material from another employee and help him type.
The solution:
In our system, you can work from multiple positions on the same company. You can always see who performed each action and when. You work in synchronization and divide the work more equally.
The problem:
Accounting firms are often asked to send invoices, balance sheets, and scans of various documents to their clients, which wastes work time and any delay harms satisfaction.
The solution:
The customer has access to his charts and balances from any computer with Internet access without the ability to perform free commands or make any changes, but with the ability to print and send by email from the software.
Setting up a system for the customer
A separate ERP system is set up for each client, with permissions for the activity they need. The setup process is easy and fast and takes about 5 minutes. It can be done from any computer with internet access. After the system is set up, users are invited and permissions are set for both screens and projects. The client can invite their own employees.
You can import full accounting from any other software!
Contact us for further explanation.
ERP system options for the customer
Permissions management
The B-keep system allows company managers to define permissions for each employee to use various screens and buttons, which allows for viewing without the ability to change. Permissions are also granted by projects, profit centers, and more.
Every action in the system leaves a record and tracking of who performed it and when.