Permissions per client
The company decides what the practice sees and does: payroll, contracts, documents, leave. A revoked link ends access at once.
For accounting practices
Every client, one month, one dashboard.
Move from one company to the next without signing out. Each client has its own payroll, its own permissions and its own deadlines; the practice sees them all on one page.
The month
Four steps for every client, every month.
1
Prepare
The payroll fills from the contracts and the month’s hours. Lines that cannot be paid say why.
2
Review
Line by line, with additions and deductions by pay code. Changes stay in the history.
3
Lock
After the lock the figures never move. Payslips are issued as documents, employees are told.
4
Declare
The ATK and Trust deadlines sit in the attention list with the days left, until the declaration is prepared.
For the practice
Built for work across many clients.
The client table
The client table
Every company with the month’s payroll state, headcount, pending leave, messages and subscription, in one row.
- The company decides what the practice sees and does: payroll, contracts, documents, leave. A revoked link ends access at once.
- The practice’s members with their roles; whoever leaves the practice loses access to every client at once.
Deadlines in one list
Deadlines in one list
Declarations, expiring contracts and ending probations, by urgency: overdue, this week, later.
- Excel under the same access rules as the screen. Files are kept for a limited time and deleted by themselves.
- Conversations inside the platform, with files, so nothing gets lost in email.
Exports for ATK and the bank
Excel under the same access rules as the screen. Files are kept for a limited time and deleted by themselves.
Messages with the client
Conversations inside the platform, with files, so nothing gets lost in email.
The practice team
The practice’s members with their roles; whoever leaves the practice loses access to every client at once.
Your practice, in a demo.
Write to us with your number of clients and how you work today. We set up a demo with data like yours.