Demos · Accounting practice CRM
Client CRM and monthly reporting for an accounting practice: 214 clients, VAT and corporate-tax deadlines worked out from the rules, reports whose every figure adds up, and four people who each see only what they should.
Sound familiar?
Deadlines are worked out from the rules, with weekends and holidays taken into account.
Four roles, each seeing only what they should. The coordinator sees no figures at all.
Reports go to clients only after a partner approves them, and every figure adds up.
What you get
The demo runs 214 clients, each with their own deadlines and reports.
Monthly reports for each client, checked so every total ties back.
Clients set their own password, and five wrong tries lock it.
Corporate tax is worked out band by band, the way the rules set it out.
Inside the demo
12 things you can click through today, in plain words. Yours can have all of them, or only the ones you need.
Each client sits on one of three quarterly VAT cycles, so returns are spread across the year.
Each client's page lists the coming VAT and corporate tax filings, with a review a week before each VAT return.
Flags invoices where VAT is not 5%, customers with no tax number, and adjustments with no note.
If a client on the relief is heading past AED 3 million in revenue, the report says so.
A report cannot go for review until bank statements, sales, purchases, payroll and adjustments are in.
Every client's report for the month, by stage, with your own queue and the day each client expects it.
A partner can send a report back with a note, or withdraw an approval before the email goes.
Plain sentences built from the report's own numbers. They compare and add up, but never guess a cause.
Money owed to and by each client, split by how many days it is overdue.
Load a client's sales file. Rejected rows are named, and the import can be undone.
Clients upload bank statements, invoices and payroll in the portal, and the month's checklist ticks itself.
Client pages, printouts and the portal carry your practice's logo and colour.
Operationally accurate
VAT and corporate-tax deadlines are worked out from the rules rather than typed in by hand.
Four people work in the system and each one sees only the clients and figures their role allows.
From this demo to your system
Same idea, shaped around your business: your stages, your words, your rules.
A short call about your business, your rules and the tools you use today. You get a free quote.
A written plan of every screen and rule, so you know exactly what you are getting.
A working demo of your own system, like this one, so you can steer it as it grows.
Most systems are live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running, with free patent-pending AI governance included.
Questions
Yes. This demo follows UAE tax rules. We build yours around your country's deadlines and your own review process.
Only if you want it to. If you add AI, our patent-pending SCRS layer keeps client names away from the model.
Most systems go live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running.
Where a system uses AI, the patent-pending firewall swaps client details for tokens before any model reads them.
The system drafts, and a named person releases every message.
Refusals, overrides and exports land in a log nobody can quietly edit.
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We'll show you what it could look like, measured to fit before anything is built.
