Work
Accounting Outsourcing Management System
Complexity
Delivery time
Task
To develop a modern and easy-to-use web system for an accounting outsourcing team, bringing time tracking, client management, document handling and monthly report monitoring into one clear platform. The main focus was on simplicity, convenient user experience, responsive design and shared overview screens that make it easy to track each client’s status, reports and work progress.
Functions
- Simple time tracking by client, task and calendar day
- Automatic data saving without unnecessary steps or a separate save button
- Monthly calendar view for accountants with hours, comments and absence days
- Administrator reports for employee hours by month, day and client
- Visual breakdown of hours by client with interactive details
- Client profiles with company data, documents, contacts, shareholders and internal comments
- Monthly report management for each client with statuses, dates, documents and historical records
- Shared overview dashboards for tracking report progress and client workload
- Vacation and sick leave requests with approval flows and automatic display in time tracking
- Role-based access management for administrators and accountants
- Activity log for tracking changes, statuses and user actions
- Modern responsive design optimized for desktop and tablet screens
- Secure data storage, authorization and access control
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