Accounting firms
Custom Software for Accounting Firms
Accounting work involves more than preparing the accounts. Your team also needs to collect documents, follow up with clients and keep work moving toward deadlines. Codebytes builds software to organize those tasks around the accounting programs you use.
Collect client documents in one place
A client portal is a secure website where clients sign in to send documents and see what you still need. Staff can check which requests are complete, ask for missing information and keep the documents with the right client record.
Keep recurring work and deadlines visible
Create a checklist for monthly bookkeeping, payroll preparation or year-end work. See what is waiting for client information, ready to prepare or awaiting review. Assign each task to a staff member so the next step is clear.
Plan staff time across clients
Work can arrive from several clients at once. Staff scheduling software helps managers compare assigned hours, availability and deadlines before booking more work. Preparers and reviewers can see their own assignments without changing everyone else’s schedule.
Work with your existing accounting software
Your accounting program can remain the place where you keep the books. We can review secure connections to existing software for client details, work status or billing information, then explain what each program supports.
Frequently asked questions
Will customers only see their own information?
Yes. Customer access is restricted to the records they are allowed to use. We plan and test those restrictions, including any shared access needed by people from the same customer business. Staff permissions are set separately.
Can every program be connected?
It depends on what the software provider allows. We check how your programs can be connected, what information is available and whether extra access or a different subscription is needed before agreeing on the work.
Can staff see their assignments without changing the whole schedule?
Yes. Staff can have a view of their own work while managers plan assignments for the team. We agree who can change dates, assign people and see client or project details.
Have a software project in mind?
Tell us how documents and client work move through your firm today. We can discuss the steps your team would like to spend less time managing.