Practice management
Collaborate with your customers via Spiris Smart Office
This is Spiris Smart Office
Spiris Smart Office is the name of a accounting package that Spiris offer accounting offices.
With this package you will have all the tools that will help you work efficiently with accounting and it will also provide a platform where you can collaborate with your customers. You pay monthly and you only for the solutions you use.
How to buy Spiris Smart Office
You can contact our accounting office's sales department and book a counselling. They can help you to get started and you can contact them via mail - byra@spiris.se or by calling 0470-70 60 00.
This is included in Spiris Smart Office
In this package you will have access to:
Practice management, where you get an overview of customers and collaborations.
Bookkeeping and invoicing is available via Bookkeeping & Invoicing and to get an overview of your company's finances you can use Financial overview, Budget & Forecast.
Payroll that makes your payroll work easy and automated.
Give your customers insight into how their business is doing with clear reports and charts in Financial overview, Budget & Forecast.
For year end closing and tax, you have access to Tax & Annual accounts with a range of benefits that we promise will make you extra efficient!
Other solutions from Spiris can be added for a monthly fee, according to what you wish to include in the package. Read more here.
This is how it works
You can invite your customers to collaborate by using other solutions from Spiris. This means that you share the same Spiris solution and you no longer need to send data between you manually. Both parties have access to the same information immediately. Together, you decide how to set up the collaboration.
Watch this movie Bjud in till samarbete (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
Spiris solutions that you can collaborate in are:
- Bookkeeping & Invoicing
- Financial overview, Budget & Forecast
- Tax & Annual accounts - Period and Tax & Annual accounts - Year-end
- Consolidated accounts
You activate a collaboration from within Practice management.
Under Settings - Collaborations, you can see which customers the agency has a collaboration with. Here you can connect "unlinked" collaborations to the right service and task.
