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, by email, WhatsApp or your branded portal. 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 OctMonthly Books
Payroll run
Every month on the 25thNext: 25 SepPayroll Run
VAT201 filing
Every 2 months on the 25thNext: 25 OctTax Filing
Annual tax filing
Every 12 monthsNext: 1 NovTax Filing
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 your client's status page automatically.
- 3. Clients are told automaticallyEmail, WhatsApp or Telegram - their choice. They watch progress without calling you.
Stop fielding “any update?” messages.
Set your first schedule in minutes. Your clients will notice the difference before your next visit.