Accounting & Tax Firm panelReady
Dozens of clients' books, one deadline inbox.
Separate accounting for each client, tax deadlines and returns, service contracts and fees, team timesheets, and documents; with a client portal.
Android and iOS app
Deadlines9:00 · Multi-company
Client books11:00 · Tax deadlines
Portal16:00 · Service contracts
Accounting & Tax Firm on mobile
Your panel
This is what your panel looks like on day one.
The menu, forms, reports, and SMS messages are already arranged for Accounting & Tax Firm. There is nothing left to configure; you enter your data and work begins.
Accounting & Tax Firm · Multi-company
Multi-companyTax deadlinesService contractsTimesheetsClient documentsFees+ 34 more apps
Multi-company
Upcoming deadlines
Hours per client
Uncollected fees
Ready on day one
All Flosa apps6 apps, already arranged for Accounting & Tax Firm.
Multi-companyConsolidation & Multi-company app
Separate books per client; switch with one click.Tax deadlinesInbox & Tasks app
Returns, value-added tax, and insurance, with reminders.Service contractsContracts app
Scope of work, fees, and renewal.TimesheetsProjects & Contracting app
Each accountant's hours on each client.Client documentsDocument Management app
Documents and returns with versions.FeesSales app
Monthly invoice and collection.A working day
A day in Accounting & Tax Firm, with Flosa.
9:00
DeadlinesThis week's returns in the inbox.11:00
Client booksSwitch to the client's company; a journal entry is posted.16:00
PortalThe client uploads documents.Month end
FeesInvoice from the contract and hours worked.Manager dashboard
This industry's own metrics, not a generic dashboard.
On day one these six metrics are on the Accounting & Tax Firm manager dashboard; build the rest with the report builder or ask Liana.
Reports and dashboard appUpcoming deadlines
Hours per client
Uncollected fees
Profit per client
Incomplete documents
Team workload
Flosa in Accounting & Tax Firm6 apps · Web and mobile · Liana AI
This plan's price
One price, all of this.
Accounting & Tax Firm planUp to 10 users, fixed price
The price is shared when you start a trial account or talk to sales
6 Accounting & Tax Firm apps, active and arrangedThis industry's own forms, print templates, and SMS messagesDashboard and reports, ready to useLiana AI and the mobile app for all staffThe rest of the Flosa apps, one click away
Start 14 days free with this planIncluded in the priceSetup, Excel data import and preview, all updates, the mobile app, daily backups, and basic support.
Separate, by written quoteComplex data migration, on-site training, and connections to specific hardware and systems. Support plans ←
Unlimited; each has a separate database.
A portal with the reports you choose.
The client's invoice is submitted from the same file.
Related plansAll plans
Your Accounting & Tax Firm, on Flosa from tomorrow.
14 days with your own data. Import data from your previous software with Excel.