eKo CRM: free access for your accountant
eKo CRM works hand in hand with your accounting firm or fiduciary, for better service and better advice to you as a client.
- Customisable chart of accounts
- Export in multiple formats
- Free access for your accountant
Give your accountant access so they can manage and check your invoicing.
Once you have set up your chart of accounts together (customer and supplier accounts, items, VAT), choose from all the available accounting export formats the one accepted by the accounting software your accountant uses. At the end of each month (or whenever they wish), they can download your sales journal and your receipts journal directly.
Your accountant no longer wastes time re-entering all your invoicing data, and can respond much faster when you need a financial statement. Time-consuming, repetitive tasks that add no value are kept to a minimum.
Many accounting firms and fiduciaries already recommend eKo CRM®. It makes it easier for them to give their clients precise advice without having to act as IT support for their clients' sales management software.