Accounting and tax office software: keeping every client's statutory deadlines under control

An accounting office does not run one client's books; it runs the statutory deadlines of dozens of clients at once. The software it needs is not a general accounting package but one that runs the office itself: clients, engagements, filings, documents and time.

Statutory deadlines first

Ask for a screen showing every client's filings due, sorted by due date, with each filing's status: not started, waiting for documents, waiting for review, filed. That screen alone prevents most penalties.

The documents that never arrive

What delays the work most is waiting for the client's documents. Record every document request with its date and follow what has not arrived from one screen, instead of searching through messages.

Recurring work

• Monthly, quarterly and annual tasks created automatically for each engagement.
• Assigned to staff, with what is due always visible.
• A partner review before filing.

Time and billing

Record each staff member's time on each engagement and know your unbilled hours and their age. Many offices discover that some clients take far more time than they pay for.

Client confidentiality

Clients' financial and tax data is sensitive. Bawabetna's program runs on the office's own computers with the records encrypted with you, separate permissions for partner, accountant, assistant and billing, and it works without internet.

Checklist

• Filings with due dates and clear statuses.
• Document requests you can follow up.
• Recurring work created automatically.
• Reports of filings by status and type, and hours by staff and engagement.
• A free trial with no time limit before subscribing.