For accounting firms, from bookkeeping and payroll to year-end accounts and tax returns.
Every client's deadlines, jobs and missing records together, and next period's work created for you.
See whose records are still missing, weeks before the deadline. Clients upload them to their own page.
Each job lists the records you need from the client, each with a due date. Clients upload them on their own page, the request moves to Received, and a few days before the due date Teamo emails the clients who have not sent theirs yet. You see the gaps for every client on one list.
Next period’s job is ready when this one is filed. Quarterly taxes, payroll runs and year ends, recurring.
Each piece of recurring work is a job for one client and one period, with the deadline, your own target date, a preparer and a reviewer. When the Q3 return is filed, an automation creates the Q4 job with its new due date, so the list of what is coming is always complete.
New clients onboarded in the right order. Checks, engagement letter and access, step by step.
A new client starts with the same steps every time: ID and anti-money-laundering checks, the engagement letter, authority to act and access to their bookkeeping. Each step has an owner and a date, the client sends documents through their page, and the history shows who completed what.
Everyone’s workload in view, in the busy months. Jobs per person, week by week.
The workload widget shows how many jobs each person has due in every week, color-coded so the darker the cell, the busier the person. Before January you can see who is carrying too many tax returns and move work to someone with room.
Fixed fees checked against the hours. See which clients take more time than they pay for.
Your team logs time with one click on the job they are working on, and the hours add up on the client. Set each client’s monthly or annual fee and the cost of an hour, and you can see which clients are worth their fee and which to reprice at the next engagement letter.
Ask about your work in plain words. Amo answers from your records.
Amo, Teamo’s assistant, only sees what the person asking is allowed to see. It can also build dashboards and automations, and waits for your yes before it does.
Which clients still owe records for Q3 taxes?
Which jobs are due in the next 14 days and who has them?
How many open jobs does each person have?
Questions accounting firms ask.
What is the best practice management software for a small accounting firm?
The best fit keeps every client's recurring jobs, deadlines and missing records together and creates next period's work for you. In Teamo, jobs, document requests and clients are linked, clients upload records on their own page, and reminders go out before the deadline.
Can Teamo create recurring jobs automatically?
Yes. When a job is filed, an automation creates the next period’s job for the same client with its new due date, whether it is a tax quarter, a payroll run or a year end. The list of upcoming work stays complete without anyone copying rows.
Can Teamo chase clients for missing records?
Yes. Each job lists the records you need with a due date. Clients upload them on their own page, and an automation emails the clients who have not sent theirs a few days before the due date.
Does Teamo know filing deadlines automatically?
No. Your team enters each client’s year end and filing periods once, and recurring jobs carry the deadlines forward. If you want deadlines from a public register or another system, they can be sent to Teamo through its API.
Can clients approve draft accounts online?
Yes. Share the draft on the client's own page, and they set its status to Approved or Changes requested. The decision is recorded on the job with their name and the date, and they don't need a Teamo account.
Can Teamo handle invoicing?
Teamo tracks each fee and invoice with its amount, status and due date, linked to the client. Invoices are created in your accounting software, which connects to Teamo through its API, so a filed job can start an invoice there and the payment status can come back.
Other setups. Or describe your own at sign-up.
Every project's stages, fees and hours together, and clients sign off decisions on their own page.
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