Engagement management
Engagement letter, scope, deadlines, planning, time tracking.

Client management, DMS, collaborative portal, tax calendar, time-based billing, engagement tracking: a single custom software designed for your firm.
Trusted by
Engagement letter, scope, deadlines, planning, time tracking.
Simple time entry, automatic invoicing, fixed fees, subscriptions.
One workspace per client, automatic filing, e-signature, archiving.
Your clients upload documents, approve, sign, and exchange.
VAT, CIT, payroll declarations, client deadlines, automatic reminders.
Automatic extraction of entries, controls, allocation suggestions.
Profitability per file, team workload, overdue engagements.
Adapted to the specifics of your firm and clientele.
Cegid, Sage, Quickbooks, MyUnisoft, Pennylane — two-way sync.
Your software is live, licence-free, and you own the code. If you'd like to delegate more, a dedicated account lead supports you.
Delegate IT — your proactive project lead proposes quantified projects (expected ROI) targeting +5% productivity over 200 days.
Maintenance, fixes, continuous availability, response within 24 hours.
Your account lead can operate your administrative tasks.
Select your modules: your estimate is calculated in real time.
Software service
Features
Turnkey go-live
Billed once
23’470.– CHF
Maintenance
Per month
510.– CHF / month
30 minutes to scope the best approach together.