For your clients
A program for your clients,
under your firm’s name
Each client gets their own dashboard with your logo: their money, who owes them, the taxes ahead and what to do first. You connect the data; the client only reads and asks you.
What the client sees
- Money today
What is on the accounts and what can be spent after taxes, salaries and bills ahead.
- The next 90 days
Day by day: when money comes in, when it goes out, and the lowest day ahead.
- Who owes
Invoices not paid yet, by how many days late, and a reminder ready to send.
- Taxes ahead
KMD and TSD with their sums and dates, as you prepare them.
What the client does
- Asks you
A question to the firm in one click, next to the figure it is about. It comes to you with a draft answer.
- What to do
Today’s short list in euros: who to remind, what to pay, what to put aside.
- The assistant
Can we hire, raise a salary, buy equipment? The answer counted on the client’s own figures.
- Reports
The monthly report from you, profit and cash, in Estonian, Russian or English.
Why firms give it
- Fewer calls
The questions clients used to phone about are answered on their screen, from the same figures you keep.
- A closer client
The client sees your firm every day, not once a month, and asks before deciding.
- A service to sell
A dashboard under your brand is something more to offer than bookkeeping.
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 firm adds the client and connects the data; the client opens a link and reads.
No. The client’s dashboard is part of the firm’s subscription.
No. Profflow only reads: it moves no money and changes nothing in the accounting program.
All questions in the help centre
Can’t find your answer? Write to us