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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.
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.
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.
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 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.
Find out why Daftra has been the choice of over 100,000 SMEs.
Daftra support is equipped to meet your every inquiry...
Daftra is hosted on secure servers, with 256-bit SSL...
Curated with personalization prioritized, create from...
Daftra support is equipped to meet your every inquiry...
Our intuitive user interface, backed by automation, is...
Daftra is cloud-based, your business is never out of...
Daftra is constantly growing to expand supporting you...
All-in-one and accessible for your business in whatever ...
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Account
Modules
Industries
Support
Mobile Apps
Fully compliant with Phase Two of e-Invoicing
Mobile Apps
Billing & Invoicing
POS
POS
Chart of Accounts
Expenses Management
Asset Management
Client Follow-Up
Stocktaking
Purchase Management
Stocktaking
Employee Management
Payroll
Attendance and Leaves
Work Flow
Booking Management
Leasing & Reservation
Manufacturing
Client Follow-Up
Memberships Management