Accounting Services Management Software
Manage your Accounting Services and Consultancy firm with Daftra business management software. Invoice your clients for your accounting and financial services, follow up on payments, manage client appointments, and delegate specific clients to one of your team of accountants and advisors.
Manage a database
of your clients and their consultancy history
Maintain a list of all your clients, their details, contact information and accounting services’ history. Add notes and financial documents in your customer’s file and give them access to download them. Manage clients’ appointments and determine actions or services required.
Assign tasks to your
accountants and advisors
Add your staff of accountants and consultants and assign them different authorizations according to their job roles. Assign financial specialists to clients accordingly, specify their tasks and track their progress and activity logs. Track each employee's performance with advanced reporting.
Take control of your
company’s Accounting and Finances
Invoice your clients for tax, accounting, financial and consulting services. Issue recurring invoices in case of contracting and specify its recurring period and amount. Track your accounting firm’s performance, monitor incomes and expenses and know profit and loss with advanced reports.
Create dedicated accounting project files
Create a file for each client’s financial services project and track appointments and actions taken. Add revenue and expenses and define procedures according to each project stage. Determine your project’s fees and know your net profit.
Daftra Promises as Your
Find out why Daftra has been the choice of over 10,000 SMEs.
Daftra support is equipped to meet your every inquiry, round the clock, to satisfaction.
Daftra is hosted on secure servers, with 256-bit SSL encryption technology, so is your data in full, private, protected, with constant auto-backups for increased security.
Curated with personalization prioritized, create from scratch or find fully customizable templates, field entries, report filtering, customizable system colors and logo upload to maintain your brand.
Daftra user manuals are there to guide you, but you won’t feel lost without them. Easily navigate and use powerful features running in the back to provide you a seamless front.
Our intuitive user interface, backed by automation, is dedicated to serving serious business owners who have no time to waste.
Daftra is cloud-based, your business is never out of reach. Access and manage your business, anywhere, anytime, from any device, consistently updated and intact.
Daftra is constantly growing to expand supporting you. Ongoing updates are included for free, whatever plan you select, forever.
All-in-one and accessible for your business in whatever size and budget. Replace a number of tools, with their effort of learning and fees by investing in one budget-friendly solution.