The Platform
Tailor made for accountants and bookkeepers
A Case- and Document Management System specifically built for accountants and bookkeepers.
We built our core system with accountants and book keepers in mind. We needed a really strong platform, that could handle the calculation intensive world of accounting and book keeping, and support the strict QA requirements they have. People often favors Microsoft Excel for this line of work, because of it's dedication to numbers and formulas. So we created a web platform that has the same power, and even supports excel style formulas. It is integrated into our amazing form editor, that is used for building work papers and other forms. It is all resting securely on a state-of-the-art online file system, that integrates perfectly with your business processes and the rest of the platform.
Services
Good processes gives you the benefit of consistent, high quality of service and ressource optimization.
Organize and Control
The heart and soul of good practice management is well defined processes and good organization of work. Processes rule your practice, and without the ability to define and control work, client engagements will suffer.
We provide a powerful yet simple approach to handling processes, with a centralized way of defining them, combined with high flexibility and tailoring at many levels.
Library of processes
Initially, create a central library of the services your practice provide. This is done once for your practice.
Tailor to clients
Connect your services with clients, and tailor them to fit the individual client if needed.
Tailor to engagements
If needed, further tailor to fit a single engagement, without affecting other engagements
Setting up a process
Working with forms
Schedule and Automate
Automation of processes takes repetitive work away from employees and increases quality. The workflow engine keeps track of client work, and automates trivial tasks such as notifying and alerting individuals, organizing information, executing retention policies and much more.
It ensures a constant monitoring of deadlines for each individual task, ensuring you are in control at all times.
A proactive monitoring of work is key to planning ahead. When deadlines move closer, flexibility is lost - and the day before a submission, the evening often plans itself. By automating processes you have a constant overview across tasks - and we do all of the notifying, follow-up and alerting of clients and staff.
With processes clearly defined and ready to execute, it is time to schedule, automate and remove repetitive work. Make sure accountants can focus on accounting.
Yearly Cycle
Set up a yearly cycle of tasks, that are executed at specific times during the year.
Notifications
Receive notification when something needs to be done. We will notify you when activites are started and when deadlines approach.
Automate
Automate repetitive work and save time
Monitoring
Have the complete overview of ongoing engagements, and easily spot engagements that are moving behind
Scheduling a service
Cases created from a schedule
Documents
Get a cool file system that is online and secure, high performing and scalable.
Handle documents with ease, and collaborate securely with clients. Keep client data protected with our secure document portal, and work efficiently at the same time.
E-mailing documents is a non-secure and fragmented way of exchanging data - and it creates a GDPR compliance challenge that is impossible to meet. We provide secure document exchange and unlimited storage space.
Secure document exchange
Don't use risky e-mails to exchange files with clients. Use pragmeo instead, and avoid compliance and security risk.
Unlimited storage space
With every paid subscription comes an unlimited storage space
File Sync
Synchronize files with your PC and work with them locally
Access from anywhere
With an online file system, you always have everything you need, right with you
Online and secure file system
Online preview
Forms
The only form builder you will ever need. It combines the strength of online forms with an advanced Excel engine in one single product.
Built for accountants and bookkeepers
Everything you need to handle quality assurance within accounting
The power of Excel
Everyone knows Excel, so we added an excel calculation engine to our forms. Write calculations in the well known Excel syntax or add spread sheets to forms
Flow data between forms
Link forms and flow data between them to create workflows.
Business logic
Control the flow of tasks or change forms, based on conditions
Working with forms
Excel formula in a calculated field