Every client, one view
For accountants and bookkeepers.
See every client’s deadlines in one place, ask for exactly the papers you need through a link they answer without an account, and mark a filing done — with its reference and receipt — straight onto your client’s date.
Sound familiar?
- The same three papers chased from every client, every month.
- Each client’s due dates in a different spreadsheet.
- The filing receipt sits in your inbox instead of with the client’s records.
What gets easier
When clients connect and let you see their dates, Clients shows them all together.
A request lists every item; the client answers item by item — no account needed — and “2 of 3 provided” is counted, never guessed.
Mark a client’s date filed from your workspace with the reference and the receipt. Their date reads “Filed by …”, and they keep the receipt for good.
OneAI drafts the reminder from the request’s own facts; nothing is sent until a person applies it.
Where to start
Bring your clients onto one page.
OneManage is in early access. Tell us about your practice and we’ll set you up.