Models
Accounting Office Model
A ready-made CRM for accounting offices, where recurring obligations, deadlines and fees create themselves.
Who the Accounting Model is for
Built for offices that file returns for many clients every month and cannot afford to miss a deadline.
Freelance accountants
Tax consultants
Payroll offices
Initial objects created
Choosing this model creates the objects below automatically, with their fields, lists, page layouts and reports ready to use.
- Clients
- Obligations
- Fees
- Documents
- Employees
- Appointments
- Invoices
- Services
- Tasks
- Emails
- Notes
Built for your daily work
Recurring obligations, created for you
Tick the obligations you file for each client (monthly or quarterly VAT, payroll, APD, withholding taxes, E1, E2, E3, N return, ENFIA) and Entryc creates one record per client and period, with its deadline.
Deadline reminders
Each obligation reminds the accountant it is assigned to before its deadline. Deadlines that fall on a weekend move to the previous working day.
Complete tax profile
Keep each client's VAT number, tax office, activity codes, legal form, books category and VAT regime in one place.
Monthly fees
Set a monthly fee on a client and a fee record is created every month, followed from unpaid to invoiced to paid.
Client documents
Log the invoices, receipts, bank statements and payroll data clients hand in, how they arrived and whether they have been entered and filed.
Staff for payroll
Keep your clients' employees with their specialty, contract type, hire date, gross salary and employment status.
Every stage at a glance
Each record moves through its own pipeline, so you always know what is pending, what is in progress and what is done.
Obligations
- Pending
- Prepared
- Submitted
- Paid
Fees
- Unpaid
- Invoiced
- Paid
Documents
- Received
- Entered
- Filed
Build on your model
The model is only the starting point. Add your own objects, fields, lists and automations, and shape Entryc around the way your team works.
Start today with Entryc
Try it for free and organize your business more easily than ever.
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