From an opportunity to an email or a job
Each opportunity comes with an email to the client, written from the figures that raised it. Someone at your firm reads it, changes it if they want, copies it into their own email and sends it. Accountin does not send it for them.
Screen from a test practice in Accountin. The clients and figures are made up.
What happens to an opportunity
Found in the latest check of the client's figures.
Marked once your team has sent the draft.
With Accountin Plus, a job is made with the reason written in.
Set aside. It can be reopened.
When the figures change and a rule stops applying, the opportunity is marked as no longer showing and kept. The same happens when a client is archived.
- FoundBackground check
- Open to email sentRosa Maddox
- Email sent to added to jobsOwen Pryce
Who handles the work
An FCA-authorised financial adviser
Pensions, company cash, retirement, cover for the owners and staff benefits. The draft tells the client that any commission the adviser would pay your firm is set out before they decide anything.
- Pension contributions through the company
- Idle company cash
- Retirement planning
- Key person and shareholder cover
- Staff benefits
An SRA-regulated law firm
Wills, shareholder agreements, debt recovery, employment contracts and leases, for clients in England and Wales.
- Will and lasting power of attorney
- Shareholder agreement
- Debt recovery
- Employment contracts
- Lease renewal
A funding partner
Invoice finance, asset finance, spreading a tax bill and replacing expensive borrowing.
- Invoice finance
- Asset finance
- Spreading a tax bill
- Refinancing expensive debt
Your firm
Tax planning, margins, cash, compliance, payroll and your own fees: the work your firm does itself.
- 19 rules across six kinds of work
Screen from a test practice in Accountin. The clients and figures are made up.
Finding the ones to act on
The list filters by kind of work, by who handles it and by status, and searches by opportunity or client. Each client's own page shows their opportunities too.
Every change of status is kept with who made it and when, so anyone at the firm can see what has been sent and by whom.