Digitize customer information and make optimal use of it in day-to-day business

Customer status

With the help of the CRM overview, you can always keep an eye on the client status. The daily report shows you the open tasks per client as well as the internal responsibilities.

  • – Optimal resource and personnel planning in everyday business life
  • – Simple and quick prioritization of work to be done
  • – Relevant financial key figures per client at a glance (coming soon)
Das Bild veranschaulicht

Address management

With Accounto you manage all contacts digitally and centrally. In addition to client addresses, you can also enter and manage the contact data of other business partners.

  • – Subdivision into legal entities as well as natural persons
  • – Important client information (e.g. address, e-mail and telephone) at a glance
  • – Search function with various fields (including company name, contact person and postal code)
Der Screenshot zeigt das Adressen-Modul von Accounto, wobei eine Beispieladresse geöffnet ist.

Personnel administration

The personnel module optimizes the triangular relationship between employee, employer and fiduciary company. You can efficiently handle all personnel-related tasks via Accounto.

  • – Personnel administration (including master data, salary runs and certificates) in one place
  • – Simplified collaboration with all parties involved
  • – No Excel files, local data storage and thus data protection risks

Time recording

You can easily and conveniently record and subsequently edit hours worked via Accounto. In addition, you have the possibility to perform various evaluations.

  • – Different billing categories (including consulting, taxes and auditing)
  • – Individual time recording per employee
  • – Various evaluation options by project and period (including weeks, months and years)
Das Bild visualisiert das Zeiterfassungstool für Treuhänderinnen und Treuhänder. Auf dem Screenshot sind drei Zeiteinträge ersichtlich, die Treuhänderinnen und Treuhänder getätigt haben.


With just a few clicks, you can bill your clients for the fiduciary services provided. Since the recorded working hours can be integrated automatically, manual invoicing is no longer necessary.

  • – Design individual invoices with company logo
  • Practical modules for fast invoicing
  • Overview of paid and open invoices

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Discover Accounto - your free trial account

Accounto vous libère complètement, vous et vos clients, de toutes les tâches comptables. Pour mieux comprendre comment nous procédons, il vous suffit de vous inscrire à la version d’essai et de vous en rendre compte par vous-même. Pour que les week-ends libres et les soirées agréables soient programmés pour vous aussi !

Avec Accounto, tu peux
  • Archiver les pièces comptables numériquement
  • Payer les factures
  • Créer des factures
  • Gérer les note de frais
  • Décompte des salaires
  • Gérer les données de base du personnel
  • Gérer les tâches
  • Comptabiliser les pièces comptables de façon automatisée
  • Rapprocher les transactions bancaires de manière automatisée
  • Créer des rapports financiers
  • Établir des budgets