Practice management

Here you have full control of assignments, time accounting and can easily start collaborations with your customers.

Collaborate with your customers

If you manage the accounting of several clients, you can easily collaborate with any company, be it a limited company, a sole proprietorship or an association. The best way to work is when you share your tasks with your customers. Practice management is the hub where you start and edit your customer collaborations.

You can engage with your customers in a variety of ways. The most common is to use bookkeeping, where your client does the invoicing and you take care of the rest, including the annual accounts For payroll management, your customer and their employees can record their time and fix expenses in an app, so everything is ready for the payroll run. Collaborating on time and projects is also super easy.

Watch the movie Bjud in till samarbete från Practice management to see examples of how it can be done.

Engagement letter

Assignment letters make it clear who is responsible for what. Practice management keeps track of the client's current assignments and makes sure that nothing important is forgotten. You will receive a reminder in the Activity View seven days before the assignment letter expires. Easy and simple!

KYC - Know your customer

Now we're talking about an integrated tool to keep track of your customers and comply with anti-money laundering laws! Here you get the entire process, from the accounting office's general risk assessment to customer knowledge. Your customers' company data on the board of directors and beneficial owner are automatically imported and checks against PEP and sanctions lists are carried out. Your customers and active assignments are synchronised and you can choose when to repeat the KYC process and when to receive reminders.

Overview - your very own page

The overview page is good to keep track of! It shows various charts, a bulletin board, and features like Task overview and To do notes. Customise the page by selecting your charts and arranging them as you want.

Activity view

The activity view, an important part of the Overview, helps you keep track of all notifications for tasks for which you are the task manager. In the list view, you can clearly see which customer and for which solution the notification applies, including notifications such as Overdue or Action required. You can also filter and see notifications for another colleague if, for example, they need to hand over in case of illness.

Checklists

With Checklists, you get a good overview of your customer tasks. See the status, follow-up, and ensure that all tasks are carried out. When activities are completed, you can mark them as completed in the checklist, either one by one or all at once.

Automatically updated checkpoints

In collaborations, the checkpoints can be automatically updated when a task is performed by an accountant employee. By allowing Practice management to mark checkpoints as completed, you reduce the number of clicks and save time on administration. Time that you probably want to spend on something else!

Time registration - invoice basis

In Practice management, you and your colleagues record the time spent on assignments and activities for customers. All hours are then registered when it is time to invoice and when you use Payroll for your own use at the agency you transfer the registered hours there. In addition, if you are using Spiris for accounting and invoicing, you will of course transfer the invoice basis directly to it.Practice management Well thought out and as smooth as can be!