Sector: accounting firms
Custom software for accounting firms
Accounting firms and chartered accountants manage client engagements, document exchange and tax deadlines across tools that rarely share data. SapAngel builds custom software around Mind, tailored to your firm and your clientele.
Frictions we see in accounting firms
- Engagement letters, scope and deadlines are tracked in spreadsheets disconnected from time entries.
- Client documents circulate by email, with no structured filing or e-signature workflow.
- Clients cannot easily upload, validate or sign documents without back-and-forth emails.
- VAT, corporate tax and payroll declaration deadlines are tracked manually, risking missed dates.
- Profitability per client file is only known once the year-end review is done.
What Mind covers for accounting firms
- Engagement management: engagement letter, scope, deadlines, planning, time tracking.
- Time-based billing: simple time entry, automatic invoicing, fixed fees, subscriptions.
- Client document management: one workspace per client, automatic filing, e-signature, archiving.
- Collaborative portal: clients upload documents, approve, sign, and exchange messages.
- Tax & social calendar: VAT, corporate tax, payroll declarations, client deadlines, automatic reminders.
- Dashboard: profitability per file, team workload, overdue engagements.
From brief to go-live
- 01
Scoping
We map your engagement, billing and document flows and prioritise the highest-impact modules.
- 02
Build
Mind is configured around your engagement types, billing model and client portal needs.
- 03
Go-live
Connection to Cegid, Sage, Quickbooks, MyUnisoft or Pennylane, plus onboarding for your team and clients.
- 04
Continuous improvement
AI-assisted pre-bookkeeping and allocation suggestions added once core flows are stable.
What a dedicated software changes
No missed deadlines
VAT, corporate tax and payroll declaration dates tracked with automatic reminders.
Faster client exchanges
A collaborative portal replaces email back-and-forth for documents and signatures.
Clear profitability per file
Time tracking and billing linked directly to each engagement, visible on the dashboard.
No more double entry
Direct connections to Cegid, Sage, Quickbooks, MyUnisoft or Pennylane.
FAQ
Frequently asked questions
Can it replace our accounting software?
No, Mind is designed to connect with Cegid, Sage, Quickbooks, MyUnisoft or Pennylane through two-way sync, complementing your accounting production tool rather than replacing it.
How does the collaborative portal work for clients?
Clients get their own workspace to upload documents, approve, sign and exchange messages, replacing scattered email threads with a single traceable channel.
Does it track tax and social deadlines automatically?
Yes, the tax and social calendar covers VAT, corporate tax and payroll declaration deadlines per client, with automatic reminders to your team and, where relevant, to clients.
Can we see profitability per client file?
Yes, the dashboard combines time tracking and billing data to show profitability per file, team workload and overdue engagements in one view.
What AI capabilities are available for accounting firms?
Automatic extraction of accounting entries, consistency controls and allocation suggestions are the main use cases, added once your document flows are structured in Mind.
Maillage
Continue in the Tech silo
Let's scope your accounting firm software in 30 minutes.
A candid conversation on your engagement, billing and document flows, with no commitment.