OpenViz for accounting & bookkeeping firms
Client updates for accounting firms, on autopilot.
Monthly books, payroll runs, VAT and tax filings - OpenViz creates each job on schedule and tells your clients exactly where it stands, on WhatsApp, email or their own portal link. Fewer 'any update?' calls, every month.
Free plan available · no credit card · clients never need an app
auto
Monthly books
Every month on the 1stNext: 1 OctKruger & Co
Payroll run
Every month on the 25thNext: 25 SepNaidoo Holdings
VAT201 filing
Every 2 months on the 25thNext: 25 OctBayside Flats
Annual tax filing
Every 12 monthsNext: 1 NovThe Willows
Clients notified by email + WhatsApp - public page updated automatically
What runs on a schedule
- Monthly books and management accounts per client
- Payroll runs with client-visible progress
- VAT201, EMP501 and annual tax filings
- Document requests that nudge clients until received
How it works
- 1. Set the schedule oncePick the work, the client and the cadence. Templates pre-fill the rest for your industry.
- 2. Work appears on timeEach occurrence lands on your calendar and on your client's own portal link automatically.
- 3. Clients are told automaticallyWhatsApp or email, whichever suits them. They watch progress without calling you.
- 4. And it asks for the moneyThe filing fee asks for itself: the update that says VAT201 is submitted also says what it costs and how to pay, and OpenViz chases the ones that go quiet.
Stop fielding “any update?” messages.
Set your first schedule in minutes. Your clients will notice the difference before your next visit.