Accounts
- Each client's books kept fully separate
- Your firm's own practice books
- Chart templates by client industry
- Year-end adjustment entries
DeepERP for
Accounting firms
Every client's books from one login, with document chasing that runs itself.
Accounting firm · 4 staff, 30+ clients
Where the hours go today — and what changes
TodayOne login and one inbox per client
With DeepERPEvery client's inbox in one list, from one login
TodayEach client's tax return prepared from scratch
With DeepERPReturns drafted for every client on the first of the month, ready to review
TodayClients sending shoeboxes of receipts at year-end
With DeepERPClients send photos in chat as they go; the books stay current all year
What your kit sets up
Previewed before anything is added — keep, change or drop any part of it.
Items and price lists
- Your service packages and fees
- Engagement checklists
- Client document requests
Roles
- Partner — review and sign-off
- Senior — month-end and returns
- Junior — document chasing and coding
Reports and Today numbers
- Clients with open items, by urgency
- Returns ready to review
- Clients late with documents
- Hours spent by client
Processes that come ready
Run by the agents, with you approving at the points that matter.
Client month 0/6
From missing documents to a signed return.
- Missing documents listed per client
- Reminders sent in chat
- Photos read and coded
- Bank matched for each client
- Return drafted on the 1st
- Reviewed and signed by your team
Ask Maya
Which clients still need to send documents for this month?
Seven of your 34 clients have missing bank statements or bills. I can send each a reminder in chat with exactly what is missing. Shall I?
Document chasing that runs itself
Each client gets a WhatsApp reminder listing exactly which statements and bills are missing. As photos arrive, they are read and coded into that client's books, so the team spends its time reviewing, not chasing.
An illustrative company from our design-partner program — not a named customer.
Case studies →The agents that work for you
BookkeeperMatches every bank line and keeps the books balanced daily
TaxDrafts VAT returns, checks what's claimable, never misses a deadline
ControllerRuns month-end, spot-checks the work, explains what moved, tells you when the books are final
CaptureReads bills and receipts from email, photo or chat
Other industries
Trading and logisticsCustomer, supplier and product dimensions with purchase-order approval setup. Uses existing accounting defaults.See how it works →E-commerce and marketplace sellersOnline shops and marketplace sellers: orders from your own store and marketplaces, payouts reconciled net of fees, cash-on-delivery remittances and returns.See how it works →Software and servicesProjects and departments with invoice approval setup. Uses the company's existing chart and posting defaults.See how it works →SubscriptionsCustomer and project dimensions with recurring invoice approval setup. Payment collection requires separate company configuration.See how it works →
Pick the kit closest to your business
In a 30-minute demo we install it on a sample company and show you the accounts, reports and agents it adds — before anything touches your books.