Software for chartered accountants

Employees and departments, the daily register (or clock punches), leave by type with approval, public holidays, staff advances, and monthly payroll with SSF, CIT and salary TDS worked out and booked — plus payslips and a self-service page for every member of staff.

Punch in and out from a registered phone or a shared terminal: passkey (fingerprint or face on the device) or PIN, checked against your workplaces' geofences, scored for risk and held for a manager when something looks wrong. Shifts with grace periods, late, early and overtime minutes, breaks, corrections that never overwrite the original, and an API and signed webhooks for other systems.

Internal messages between staff with files attached, a company file store with a private folder for every employee, and the handover that runs when somebody leaves — their open work moves to a named successor, their sign-in is switched off but their record is kept, and an experience certificate is issued.

Products, services, variants, categories, brands, attributes, units, price lists, barcodes and printable labels.

Purchase orders, goods receipts, supplier bills, returns, landed cost and withholding.

Receipts and payments, allocations, cash and bank accounts, online gateways and refunds.

Sales invoices, credit notes, returns, receivables and customer statements.

Client projects with tasks and milestones, weekly timesheets with approval, invoicing from approved time and milestones, project costs, profitability and utilisation.

For chartered accountants and law firms: a public site in pull mode (services, industries, people, publications, insights, careers, requests for proposal) checked against the profession's code, plus the practice behind it — engagements with independence checks, staff allocation by week, and client deadlines.

Bank and cash transactions, transfers, charges, expenses, statement import and reconciliation.

Chart of accounts, journals, trial balance, profit and loss, balance sheet and period close.

Feedback forms per service, requests after a job, public QR forms, sentiment and categories, complaints worked to resolution, and ratings by staff and service.