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The firm’s tools

Less routine for the firm,
every client on one screen

The cabinet does the looking for you: who is short of money, whose taxes are near, whose data is old, which client asked a question. You open the one who needs you.

Every day

  • The board

    All clients in one list, the ones who need you first at the top: short of money, a tax near, a late payer, old data.

  • Questions with drafts

    A client asks in their dashboard; you get the question with a draft answer on their own figures, and edit before it goes.

  • The tax calendar

    Every client’s KMD and TSD dates on one calendar, with the sum to put aside before each.

  • One client in detail

    Money, debts, taxes and what changed since last week, and their full dashboard one click away.

Every month

  • Reports under your name

    A monthly report for each client with your logo and signature, corrected by you where needed; you see who opened it.

  • The assistant

    Ask about any client in plain words: who runs short in 90 days, what a hire costs with taxes, which client moved the most.

  • The reference

    Rates, deadlines and frequent cases of Estonian tax law, next to the figures, in three languages.

  • Tools

    Salary, dividend, VAT and reference number calculators by the 2026 rates.

The firm itself

  • Team and roles

    Owner, accountant, junior: who sees which clients, and who keeps whom.

  • Your brand

    Logo, name, colour and signature on every client’s dashboard and every report.

  • Connections by approval

    A client asks to connect a bank or a program; you decide. Uploading a bank statement is always free.

  • Settings

    Language, invoice details for Profflow, help and a person to write to.

See it on example clients

The demo opens in a minute: the firm’s cabinet and a client’s dashboard.

Frequently asked questions

  • No. The books stay where they are; Profflow reads them and the bank statements and shows what they mean, for you and for the client.

  • As many as the package carries: Start up to 10, Growth up to 30, Professional up to 100, the pilot up to 5. Past 100, an individual offer.

  • No. A junior sees only the clients assigned to them; an owner or an accountant decides.

All questions in the help centre

Can’t find your answer? Write to us