What is FinKoper?

FinKoper CRM is specifically tailored for accounting firms, offering a suite of useful features.

One of the standout functionalities is communication, which enables interactions with clients through Telegram, WhatsApp, or Email, allowing all accountants handling a client to converse within a single interface, eliminating the need for personal messaging apps.

Additionally, the service generates a tax calendar for each client upon setup, seamlessly integrating tax reporting schedules into the accountants' calendars.

The platform also includes a system for chats and tasks, where employees can monitor and assign tasks to themselves and their teammates, complete with options for recurring tasks, checklists, tags, comments, and document attachments all organized in a single location.

Furthermore, the work time tracking feature provides insights into staff planning, qualifications, and workloads, helping firms optimize their resources effectively.

Lastly, managers benefit from comprehensive analytics that deliver detailed reports, graphs, and charts illustrating employee productivity and work efficiency for each client and task, ensuring informed decision-making. This holistic approach streamlines operations and enhances collaboration within accounting teams.

Pricing

Price Starts At:
€5/month
Free Trial Offered?:
Yes

Screenshots and Video

CRM Preview

CRM Preview

Company Facts

Company Name:
Alfa Solution spol. s.r.o.
Date Founded:
2022
Company Location:
Czech Republic
Company Website:
www.finkoper.com
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Product Details

Deployment
SaaS
Windows
iPhone
Android
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
Target Organization Types
Mid Size Business
Small Business
Enterprise
Nonprofit
Startup
Supported Languages
Czech
Dutch
English
Russian

FinKoper Categories and Features

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Accounting Practice Management Software

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking