Accounting & Bookkeeping Practice Management Software
Practice Management Software for

Accountants & Bookkeepers

Clevero provides everything you need to run your Accounting or Book Keeping Practice in one place.

A Single Platform For All Dimensions Of Your Day-to-Day Work 

Regardless of your size or operating model, Clevero offers a single platform to engage with clientsorganize and manage you work, store key information, manage compliance and automate manual activities.

What Are The Key Benefits?

Relationship Management

Manage Client Data with Ease

Keep all your client’s data in one simple to use, customisable and organized system.

  • CRM – Host and securely store all your customer information, in one place!
  • Log Activities – Keep track of what actions have been taken with a client
  • Online Intake Form – Digitise your documents and streamline how your clients complete documents
  • Digital Signature – Reduce the time needed to have documents signed.
  • Email Direct from the system – Move away from your email client inbox and get on top of emails that have been sent to clients.

Appointment Management

Book Directly From Your Website

Reduce the time that it takes to confirm bookings and streamline your booking and let new clients seamlessly book in

  • Automated SMS Reminders – Reduce no shows with customised SMS templates to show your business is serious.
  • Automated Email Reminder – Add the extra personal touch, send out automated post-consultation emails.
  • Appointment Management – View individual and your team’s calendar, easily manage your next appointment.
  • Video Conferencing – Working remotely? No problem, use our video conferencing tool to cater for those 1 on 1 consultation.
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Project Management

Job and Task Management

Get on top of your jobs and tasks in one place, use our Kanban Boards to easily track where important jobs and tasks are.

  • Add Subtasks – Manage your larger jobs easier with adding multiple tasks.
  • Kanban Board – Easily move jobs and tasks to a different stage of the cycle with our Kanban Cards.
  • To-Do Dashboard – View all your “To Do’s” in one place.
  • Track and Manage Deadlines – Track your team’s projects and manage timelines with ease, don’t miss another deadline!

Payment Management

Take the Headache Out of Collecting Payment

Forget receipt books and ledgers, Kalysys allows to you accurately track every payment and donation, as well as your operating costs.

  • Accept and Receipt Cash Payments – Accurately record each payment, as well as issue a digital receipt with a couple of clicks. Balancing and banking cash has never been easier.
  • Consolidate Digital Payments – Whether a bank transfer, EFTPOS or card transaction, Kalysys makes consolidation easy by generating a unique ID for every transaction.
  • Accept Online Payments – Embed online credit card processing directly within your website, increasing security for your team and providing members with extra convenience.
  • Track Expenses – Log your bills, costs and other operating expenses to provide a clear financial picture at any time. Your accountant will love it!

and much more…

 

Integrate

All Your Apps

Clevero Connects All Your Other Business Tools Together To Create A Seamless Technology Stack

Frequently Asked Questions

To join, you just need to click the “Sign-up Button, complete the required texted fields and press Enter. We usually respond and set you up within 24 hours to set up a personalized 1-on-1 platform demo.

To join, you just need to click the “Sign-up Button, complete the required texted fields and press Enter. We usually respond and set you up within 24 hours to set up a personalized 1-on-1 platform demo.

To join, you just need to click the “Sign-up Button, complete the required texted fields and press Enter. We usually respond and set you up within 24 hours to set up a personalized 1-on-1 platform demo.

To join, you just need to click the “Sign-up Button, complete the required texted fields and press Enter. We usually respond and set you up within 24 hours to set up a personalized 1-on-1 platform demo.

To join, you just need to click the “Sign-up Button, complete the required texted fields and press Enter. We usually respond and set you up within 24 hours to set up a personalized 1-on-1 platform demo.

Ready to Explore The Possibilities?

With Clevero’s comprehensive, fully customisable CRM business management solution, there’s no need for you to waste any more time doing things inefficiently. It’s time to work SMARTER!

Try Clevero FREE for 14 days and unlock the potential for yourself!

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