Client management
Every client with entities, contacts, services and history.
Software for accounting firms
Accounting firms, run on one system.
An accounting practice runs on deadlines, client documents and hours that should be billed. ITS Global tracks every client's filings and documents, records the time, and bills it.
What goes wrong
The problems accounting firms know too well.
Each one, and what it looks like once the ITS Global system is running.
| The problem | How the system solves it |
|---|---|
| Filing deadlines tracked in spreadsheetsTax returns, VAT and annual filings for hundreds of clients are watched in a sheet someone maintains. | Every client's recurring deadlines generated automatically, with work assigned and reminders sent. |
| Chasing clients for documentsBank statements and receipts arrive late, by email, in every format. | A client portal with document requests and automatic reminders until everything is in. |
| Hours worked and not billedTime on a client is recorded loosely, so fixed fees hide overruns. | Time recorded per client and task, compared with the fee, so overruns are visible. |
| Work status nobody can seeWhich returns are done, waiting for the client or ready to file is known by asking around. | A board of every engagement by stage, per manager and per deadline. |
| Engagement letters and renewals missedAnnual fees and engagement renewals depend on someone remembering. | Engagements with their fees and renewal dates, invoiced on schedule. |
| Client communication scatteredAdvice given by phone and email is hard to find later. | Notes, emails and documents on the client record, available to the whole team. |
What you get
Built for how accounting firms work.
Deadline tracking
Recurring compliance deadlines generated and assigned automatically.
Work in progress board
Every engagement by stage, owner and due date.
Time and billing
Time per client and task, fixed and hourly fees, invoices and receipts.
Client portal
Document requests, uploads and signed letters in one place.
Practice reports
Workload, recoverability, WIP and debtors.
ClientsDeadlinesEngagementsTime recordingBillingDocument requestsClient portalReports
- No missed filing deadlines.
- Client documents collected without chasing by hand.
- Fees that cover the time the work really takes.
- A live view of every engagement and who is working on it.
- Recurring fees invoiced on schedule.
See it running
The system, as accounting firms use it.
Screens from the live system. In your demo they show data from your own country.
FAQ
Questions accounting firms ask.
No. It runs the practice — clients, deadlines, work, time and billing — alongside the software you use for bookkeeping and tax.
Yes. Each client has a portal for requests and uploads, with reminders until everything is received.
Yes. Customers, balances, stock and price lists come in from Excel or your current system, and we check the opening figures with you before you go live.
Yes. It runs in any browser and installs on a phone like an app, so owners and staff can use it on the move.
Clients in Pakistan, the United States, Canada, the United Kingdom and the UAE, with each country's currency, tax and formats.
Other industries
The same system, set up for other trades.
Live demo
Request a Live Demo.
See the system running for accounting firms, with data from your country, and ask the people who build it.
