Business Systems for Accounting Firms and Advisory Services
Specialized EU solution
The challenge
Accounting firms with EU funding must manage documentation for multiple clients with defined retention periods, GDPR requirements, and full audit traceability.
Recommended systems
CRMClient dossiers, key contacts, communication history, and task tracking.
DMSClient documents with versioning, access rights, and a complete audit trail.
ArchiveLong-term storage with statutory retention policies and GDPR-compliant lifecycle management.
BIDashboards for workload, revenue per client, and filing deadline tracking.
Expected outcomes
More structured client files with complete relationship history
Better GDPR compliance and auditable data processing
Less manual document searching across clients and periods
Easier handover during regulatory or client-driven audit
See how the system looks for your sector
We have a live demo environment with realistic data from your industry. We can show it to you at the very first meeting.