Free 30 Day Trial!
-Helen Parker, Purple Accounts
A fully branded accounting system will be created based upon your current logo or web site design. We will provide the necessary links to your bespoke login page that your clients will access.
Your clients will be more trusting of an endorsed accounting system displaying your design which should result in higher take up and revenue for you.
You only need to login once to gain access to all your clients records; furthermore, you can set up additional logins for your staff free of charge.
Login access can be restricted to certain pages or functions within a client's account page.
-Peter Mollan, Mollan & Co Accountants
All data and account settings are backed up daily at locations within the UK, removing the need for extra storage at your premises.
Our systems are protected by real time anti hacking software and security is at the same level as online banking facilities.
Having access to real-time accounts data will increase the quality of advice you can provide to the client, which increases value added services you can sell.
Furthermore, as your client time maintenance time reduces from working in real-time then you have more resources to increase your client portfolio.
We leave supporting your clients up to you as you know them best, but we will provide you with initial online set up training and on-going support to ensure that you are confident in making decisions from the figures Clever Accounts provide.
All Chart of Accounts (COA) are fully customisable within your branded system so you could redesign the codes and formats to match your current accounts production software.
As you add new clients they automatically adopt this default COA; however, if you prefer to make some changes, you can still fully customise at a client level as well.
Don't want your client to mess up their COA structure? No problem. Don't want your client to delete or edit transactions? No problem. Want your client to post like a cashbook? No problem.
You are in control of access and if you prefer to restrict client access - it's no problem!
When you sign up, you will be placed on our preferred partner list in the Find an Accountant section.
We find that many of our users also need accountancy support from a local accountancy firm.
