Everything you need from the client, without chasing e-mails
The client’s full record sits beside its books. Ask for what is missing through a secure request, keep documents in the client vault, send documents for signature, and give the client a portal to answer.
Who uses it
- Partner
- Bookkeeper
- The client
What it does
- Client 360: the client’s services, engagements, documents, contacts and its books on Achekam.
- Requests for information tracked until they are answered.
- The client vault: documents per client, each stored with its original.
- E-signing from the client’s record.
- The client portal for requests, documents and proposals.
How it works
- Open the client.
- Request what is missing.
- File it in the vault.
- Send for signature.
The controls that protect it
- The client decides whether its own people log in to its books.
What it does not do (yet)
- Signatures are simple electronic signatures, not certificate-based digital signatures.
