With Logisth.AI++ you can create a portal for your customer. for document exchange and invoice documents. The customer can view his results live and keep track of his finances.
Benefits for the tax consultant:
- Significantly less work in the law firm, as the client himself can take over many activities without additional effort.
- Fast and secure data and document exchange between tax consultants and clients (e.g: Pay slips, performance comparisons, balance sheets, powers of attorney, signatures, etc.)
- Customer loyalty through attractive value-added services
Advantages for customers:
- Immediate information about company results including uploaded documents not yet posted
- View of all accounting information up to the transaction line
- Access to all invoices including full text search