Finkoper

FinKoper is a CRM system designed specifically for the needs of accounting firms. It combines a number of features to increase efficiency and collaboration both internally and with clients. FinKoper is a CRM system designed specifically for the needs of accounting firms. Main features and benefits: Centralized data storage: FinKoper allows you to collect and store all customer information, including documents, contacts and accounting specifics, in one place. This provides ease of access and protects data from deletion. Efficient task management: The system offers task creation with deadlines for employees, as well as automatic reminders, for example via Telegram. FinKoper allows you to create tasks with deadlines for employees, as well as automatic reminders, for example via Telegram. Tax Calendar Automation: FinKoper automatically generates a tax calendar for each client, which minimizes the risks of missing reporting deadlines. Automation of the tax calendar: FinKoper automatically generates a tax calendar for each client, which minimizes the risks of missing reporting deadlines. Communication with clients and within the company: The service offers multifunctional chat rooms for communication with colleagues and clients, as well as the ability to send messages by mail and messengers. FinKoper offers a wide range of options for communicating with clients and colleagues. Analyze customer profitability and employee efficiency: The system allows you to estimate the time spent on customer service and revenue from it, as well as track employee utilization. The system allows you to analyze the time spent on customer service and revenue from it, as well as track employee utilization. Workflow Management: FinKoper offers tools to administer workflows, including task control and easy accountant changeover when needed. FinKoper offers tools for workflow administration, including task control and easy accountant changeover when needed. Marketing and customer acquisition: The system includes features for marketing mailings and attracting new customers without additional advertising costs. Flexible pricing: FinKoper offers a variety of pricing plans, allowing you to choose the best option depending on the size of your company and the number of customers. FinKoper offers a variety of pricing plans, allowing you to choose the best option depending on the size of your company and the number of customers. Integration with other services: The system integrates with such services as Contour, UIS, WhatsApp, Telegram and Yandex Disk, which expands its functionality. Data protection and security: FinKoper provides secure document storage and provides the ability to customize user access rights. Closure: FinKoper is a comprehensive solution for automating the work of accounting firms. It includes a wide range of features from task management and tax calendar to integrations with external services and performance analytics. It can be useful for companies looking to streamline and optimize their workflows, improve client interaction, and increase overall productivity.