Fiduciary demo: deadlines, hours and billing
Tavalle keeps a fiduciary’s client tasks, billable time and invoices in one app: every client deadline is a recurring task, hours are logged per client and billed in one click, and invoices go out by e-mail or Peppol. Made in Luxembourg, from €199 per month for 5 users.
Back to Fiduciary software: client deadlines, hours and billing in one appVideo transcript
A fiduciary runs on deadlines, documents and client meetings. Meetings, calls and work at the client’s office are all in one calendar.
Holdings, consultants, doctors and restaurants: every client company has one page, with its contacts and its full history.
Each client shows its mandates, bookkeeping, payroll or annual accounts, renewed and invoiced every period.
Tasks keep every deadline in view: annual accounts, tax returns, payroll, and the yearly beneficial owner and anti-money-laundering checks. Overdue ones stand out.
Log your hours per client, typed or with the timer. Billable hours become an order in one click.
New mandates start with a quote, sent by e-mail and accepted in one click.
Two health scores show which clients need attention: the relationship, when contact stops, and the finances, when fees are paid late. And why.
Finance shows your fees, costs and margin, month by month.
Tavalle. Built around the way your fiduciary works.