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Ubikwiti for accountants and bookkeepers |
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Internet-hosted SaaS accounting and business management solutions present many opportunities for accountants and bookkeepers to service Very Small Enterprise (VSE) and Small SMB (SSMB) clients in innovative and creative ways.
Most VSEs/SSMBs fit into the traditional description of ‘shoebox accounting’ enterprises, a name derived from their practice of keeping check stubs, copies of receipts, bank statements, and invoices in a shoebox, for annual or more frequent delivery to their accountant or bookkeeper for the preparation of annual accounts & tax returns.
Ubikwiti provides web-hosted SaaS solutions for accountants/bookkeepers and their VSE/SSMB clients. These solutions are customizable and are designed to suit accountants/bookkeepers. |
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A single solution for accountants/bookkeepers & clients |
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Accountants/bookkeepers and their clients can access the same screen and see the same set of data at the same time, while having a discussion over the phone, no matter where they are physically located.
This eliminates data import or data transfer difficulties resulting from differences in the software used by your clients.
Ubikwiti provides accountants/bookkeepers with an accounting & business management solution that includes invoicing, accounts receivables & payables, products & services, bank reconciliation and financial & management reports.
Depending on the client's data-entry capabilities and readiness, you can determine the screens, modules or functions the clients see. Simplify the clients' solution by removing unnecessary modules. When needed, enrich the clients’ solution at anytime by adding modules with specific functionality.
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Run practices anywhere, anytime |
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Accountants/bookkeepers can access the client’s up-to-date financials real time, anywhere, via secure Internet connections – so that you are more responsive to your clients.
Service clients located in remote regions. Cost is kept to a minimum since access to client data merely requires an internet connection.
Reduce travel time and cost - enjoy better quality of life with improved productivity and lower staff attrition. |
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Add value to the services offered to clients |
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Ubikwiti solutions enable accountants/bookkeepers to cost-effectively provide value-added services to their clients, with access to a VSE/SSMB client's up-to-date financials real-time, anywhere, via secure internet connections.
Provide management accounting/CFO-type advisory services, produce financial reports for clients, produce up-to-date accounts for financial institutions to support loan applications, prepare annual accounts, and file tax returns (including intra-year service tax, GST and VAT statements).
Accountants/bookkeepers’ will setup the company in Ubikwiti for their clients. They will then provide assistance, training and support in their subsequent operational activities.
Pro-actively tidy up transactions (e.g. correct mis-postings), review transactions to ensure clients obtain the benefit of available tax discounts and exemptions.
Accountants/bookkeepers can take up data entry of transactions for clients who are initially unable or unwilling to undertake data entry themselves. |
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Value for money |
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There is no need for accountants/bookkeepers or their clients, to incur capital expenditure on software or servers, especially when compared to traditional on-premise software solutions.
Subsequently, enjoy the full benefits of Ubikwiti on a pay-as-you-use basis, without upfront fees.
Ubikwiti solutions are easily customizable to fit the needs of accountants/bookkeepers or their clients. Start your clients with basic functionality, and scale up by adding modules anytime when they are needed.
Use Ubikwiti's comprehensive set of customization tools to customize screens, forms and reports for clients. |
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Easy to administer with little demand on IT resources |
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There is minimal need for IT administration, freeing accountants/bookkeepers to focus on their core revenue-generating activities.
Data is automatically backed up and secured. Accountants/bookkeepers and their clients do not need to worry about back-ups.
No software installation and ongoing maintenance costs.
Ubikwiti continually improves and adds modules, and can create new or modify existing solutions with our rapid enhancement ability.
Ubikwiti applications integrate easily with other open source systems and web services such as Google Maps.
Click to read more on data security & availability |
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