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

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Why share accounting software with your clients?

17th May 2022
Brought to you by
bokio

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

Share this content

Encouraging your micro clients to work in a shared accounting software can have benefits for them too.

Useful tools to run their business

For small businesses, sole traders and new business owners, its often the case that every penny counts. Having useful features included in accounting software like invoicing, expenses and payroll can help them save money without having to spend on additional programs. 

Having lots of tools in one software is a great time saving tool. Your clients won’t have to switch between software to get their tasks done. Meanwhile, you benefit from getting information on income, expenses and payroll in the same place as their accounting, saving you time too.

Understand their finances

Accounting software comes with reports which are beneficial to business owners. If you’re doing your clients day-to-day bookkeeping on an ongoing basis, encouraging your clients to check in on their reports can help them gain a better understanding of their finances.

There’s a few ways you can help with this. Helping your clients to interpret their reports can be a great place to start. If your clients notice any problems or want to create a budget, your advisory services to guide them to improve their finances can be very valuable.

Keep the right records easily

Storing paper receipts and other documentation takes up space, isn’t secure and can end up with important information going missing. Cloud accounting software that allows your clients to upload receipts and other documentation can solve this problem! 

If your clients are willing to get into the habit of uploading documentation, it can save them time and stress in the long run. Plus, it helps them to be fully compliant with their record keeping requirements.

Less stress around deadlines

Instead of having last minute stress gathering receipts, invoices and bank statements around tax deadlines, all the information will already be in the accounting software. Your clients can relax while you do their tax returns without a rush.

About Bokio accounting software

Bokio accounting software offers bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with micro 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.