client records and tax files
I configure workflows, dashboards and automations to turn this area into a measurable competitive advantage.
Custom management software and CRM for Accountants
I design and develop custom management software and CRM for accounting firm, focusing on operations, automation and data control. Each implementation starts from your real workflows and targets measurable productivity gains.
VAT deadlines, financial reports and compliance
I configure workflows, dashboards and automations to turn this area into a measurable competitive advantage.
workflow between firm and clients
I configure workflows, dashboards and automations to turn this area into a measurable competitive advantage.
Why a vertical CRM for Accountants
A generic CRM often forces teams to work around the software. A vertical custom solution follows your operating method: less friction, more productivity and better service quality.
Each project includes initial analysis, an operational prototype, iterative development and KPI monitoring. I operate from Bordighera and support businesses across the Ligurian area.