Task,compliance, and client management system for Accountants

Standardize and automate your workflows, client data, and emails. Consolidate all your team and client communications. Always meet client deadlines, regulations, and time registration.

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Why exeQute

Accountants struggle with scattered emails, multiple systems, manual, and unstructured processes leading to double work, lost time, and poor visibility. Confidentiality and traceability break down, and teams sometimes miss contracts requirements and client expectations.

Many manual reminders and tasks?

Manual reminders and actions. Too many systems create redundancies, time waste and promote errors, increase costs.

Disintegrated client information?

Are sometimes steps skipped?

Untraceable tasks and uninformed clients?

Missing invoiceable hours?

Automate

Many manual reminders and tasks?

Manual reminders and actions. Too many systems create redundancies, time waste and promote errors, increase costs.

Disintegrated client information?

Are sometimes steps skipped?

Untraceable tasks and uninformed clients?

Missing invoiceable hours?

Automate

Many manual reminders and tasks?

Manual reminders and actions. Too many systems create redundancies, time waste and promote errors, increase costs.

Automate

Disintegrated client information?

Are sometimes steps skipped?

Untraceable tasks and uninformed clients?

Missing invoiceable hours?

Many manual reminders and tasks?

Manual reminders and actions. Too many systems create redundancies, time waste and promote errors, increase costs.

Automate

Disintegrated client information?

Are sometimes steps skipped?

Untraceable tasks and uninformed clients?

Missing invoiceable hours?

Designed to solve the challenges of independent accountants and small accounting firms

Discover all time-saving benefits in one place.

Automations
Set email reminders with predefined email templates to eliminate the time spent on regular client communications.
Document Management 
Management of document, notification and training to mass distributing updates to all and every client, employee and external collaborators.
Time Registration
Your team enters time as they perform the tasks and obtain a real time overview of client’s billable hours and team performance.
Client Self-Service
Let your clients access directly their file and communication room to avoid time spent on updates and increase customer satisfaction.
Client communication hub
Centralize team conversations to streamline communication and decisions.
Reporting and Insights
Traceability, quality and compliance
CRM 
Overview of all client information, contracts, tasks and performance without going to secondary systems.
Workflow customization
Customize general processes and client specific tasks to avoid asking questions everytime.
Software consolidation and integration
Save time by working in less systems, transferring data along systems, and reduce overall software costs.

Automations
Set email reminders with predefined email templates to eliminate the time spent on regular client communications.
Document Management 
Management of document, notification and training to mass distributing updates to all and every client, employee and external collaborators.
Time Registration
Your team enters time as they perform the tasks and obtain a real time overview of client’s billable hours and team performance.
Client Self-Service
Let your clients access directly their file and communication room to avoid time spent on updates and increase customer satisfaction.
Client communication hub
Centralize team conversations to streamline communication and decisions.
Reporting and Insights
Traceability, quality and compliance
CRM 
Overview of all client information, contracts, tasks and performance without going to secondary systems.
Workflow customization
Customize general processes and client specific tasks to avoid asking questions everytime.
Software consolidation and integration
Save time by working in less systems, transferring data along systems, and reduce overall software costs.

Automations
Set email reminders with predefined email templates to eliminate the time spent on regular client communications.
Document Management 
Management of document, notification and training to mass distributing updates to all and every client, employee and external collaborators.
Time Registration
Your team enters time as they perform the tasks and obtain a real time overview of client’s billable hours and team performance.
Client Self-Service
Let your clients access directly their file and communication room to avoid time spent on updates and increase customer satisfaction.
Client communication hub
Centralize team conversations to streamline communication and decisions.
Reporting and Insights
Traceability, quality and compliance
CRM 
Overview of all client information, contracts, tasks and performance without going to secondary systems.
Workflow customization
Customize general processes and client specific tasks to avoid asking questions everytime.
Software consolidation and integration
Save time by working in less systems, transferring data along systems, and reduce overall software costs.

Automations
Set email reminders with predefined email templates to eliminate the time spent on regular client communications.
Document Management 
Management of document, notification and training to mass distributing updates to all and every client, employee and external collaborators.
Time Registration
Your team enters time as they perform the tasks and obtain a real time overview of client’s billable hours and team performance.
Client Self-Service
Let your clients access directly their file and communication room to avoid time spent on updates and increase customer satisfaction.
Client communication hub
Centralize team conversations to streamline communication and decisions.
Reporting and Insights
Traceability, quality and compliance
CRM 
Overview of all client information, contracts, tasks and performance without going to secondary systems.
Workflow customization
Customize general processes and client specific tasks to avoid asking questions everytime.
Software consolidation and integration
Save time by working in less systems, transferring data along systems, and reduce overall software costs.

Task

Management 

Client CRM 

Workflow

Automation 

Document

Management 

Time Tracking

& Reporting 

Collaboration 

Reporting &

Insights 

IT Integration

Stay Organized, Never Miss a Deadline

Empower your team with a structured task system that keeps every engagement on track. Create, assign, and prioritize work with ease—ensuring consistency and compliance across all client workflows.

Task Creation & Scheduling

Priority & Deadline Management

Automated Reminders

Team & Client-Based Task Views

Use this solution

Task

Management 

Client CRM 

Workflow

Automation 

Document

Management 

Time Tracking

& Reporting 

Collaboration 

Reporting &

Insights 

Stay Organized, Never Miss a Deadline

Empower your team with a structured task system that keeps every engagement on track. Create, assign, and prioritize work with ease—ensuring consistency and compliance across all client workflows.

Task Creation & Scheduling

Priority & Deadline Management

Automated Reminders

Team & Client-Based Task Views

Use this solution