Audience
Accounting firms
About FinKoper
FinKoper is a CRM for Accounting firms.
Features:
Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers.
Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge.
Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window.
Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees.
Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
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Pricing
Starting Price:
€5/month
Free Trial:
Free Trial available.
Integrations
Company Information
Alfa Solution spol. s.r.o.
Founded: 2022
Czech Republic
www.finkoper.com
Videos and Screen Captures
CRM Preview
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Product Details
Platforms Supported
SaaS
Windows
iPhone
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
FinKoper Frequently Asked Questions
FinKoper Product Features
Accounting Practice Management
Billing & Invoicing
Client Management
Document Management
Due Date Tracking
Staff Management
Time Tracking
Approval Workflow
Client Portal
For CPA Firms
Project Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Mobile Access
Task Management
Lead Scoring
Marketing Automation Integration
Quotes / Proposals
Segmentation
Social Media Integration
Territory Management