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bokio

Make managing your clients simple with our time-saving software.

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Tools to help your clients succeed

28th Apr 2022
Brought to you by
bokio

Make managing your clients simple with our time-saving software.

Share this content

Accounting software with integrated features can have some great tools to help micro clients run their business. Integrated features are especially important for small businesses, as they won’t have to invest in, and switch between, several different software packages.

Here’s which tools to look out for, and how they can help your clients.

Invoicing

Invoicing tools are a must have for small businesses. End-to-end integrated invoicing, from quotes to invoicing, including creating, sending, tracking and recording in one place, gives your clients everything they need to handle the invoicing process for their small business.

Expenses

If your clients have employees then they will probably need to manage expenses too. Managing expenses with the right software can take the pressure off for your clients, making it easy for them to keep track of what they need to approve and reimburse. When this happens in the same place as their accounting, it’s easy for you to have the right information to do their accounts.

Directors payroll

For clients who run limited companies, running directors payroll is another task to consider. Instead of using HMRC basic tools or another software, encourage them to manage their payroll in the same place as their accounting.

Receipt upload

Storing receipts is a hassle for clients, and it can increase the risk of losing something important. A receipt upload app means your clients can upload receipts to their accounting software as they get them on the go, and keep the right records without the stress of space of storing paper receipts.

Automated reports

Reporting gives essential insights into your clients’ businesses, and can help them make the right decisions for their business. Depending on your relationship with your client, automated reports can be a useful tool if their bookkeeping is being done on a regular basis. Your clients will be able to check in on their finances whenever they need.

Integrated tools with Bokio

Bokio accounting software offers bookkeeping, invoicing and more. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. Features like bank feeds, bookkeeping templates and automated reporting make it easy to collaborate with your clients.

Bokio helps you save time by using automation, so you can focus on offering high value advisory services. 

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