DESKTOP
Full power at the office
ACCOUNTING FIRM MANAGEMENT PLATFORM
STOP CHASING CLIENTS
FOR MISSING DOCUMENTS
Invoices, receipts, contracts, deadlines — one workspace where everything arrives organized, on time, every time. One-click proposal-to-contract flows, QR office check-ins, and automatic effort allocation.
Your expertise should generate revenue, not get wasted on data collection.
MONTHLY SUBSCRIPTION STARTS NOW
YOU GET A 45-MINUTE ONBOARDING SESSION
The first button starts the monthly subscription and includes a 45-minute onboarding session.
TRUSTED BY 500+ BUSINESSES
★★★★★
500+
BUSINESSES GROWING
17
POWER MODULES
+3h
SAVED PER DAY
99.9%
UPTIME
▸PRODUCT WALKTHROUGH◂
SEE iPLAN DIGITAL
IN ACTION.
Watch the full product tour and see how real business owners manage everything from one dashboard — in under 1 hour. See one-click offer-to-contract flows, QR check-ins, Gantt planning, instant stock distribution, and more.
▸MULTI-DEVICE◂
YOUR BUSINESS IN YOUR POCKET.
ALWAYS SYNCED.
Laptop at the office. Tablet in a meeting. Phone on-site. Your data is always up to date — one web platform, zero installations, instant access from anywhere.
LAPTOP
Meetings & remote work
TABLET
On-site inspections
MOBILE
Instant access anywhere
Built for accountants who are done being data collectors:
Clients send documents late — always
It's the 14th. Half your clients haven't sent their invoices. The filing deadline is in 48 hours. You're on the phone begging for receipts instead of doing your job.
Reconciliation is a nightmare
Bank statements don't match. Receipts are missing. Expenses are uncategorized. You spend 3 hours reconstructing data that should have taken 15 minutes.
You discover problems at the worst time
Unreported expenses surface at filing time. Missing invoices turn into tax notices. Your client blames you — even though they never sent the data.
Your value is buried under admin
You went to university to advise businesses, not to chase WhatsApp photos of crumpled receipts. Your time is worth more than this.
YOUR PRACTICE TRANSFORMATION
Clarity & real-time control
You spend two hours on the phone. Then another hour matching bank statements to incomplete records. Meanwhile, the filing deadline approaches and you discover unreported expenses. The client blames you for the tax notice.
Delays & missing data
Client sends 47 invoices on the 14th — filing deadline is the 15th
Clarity & real-time control
Clients upload invoices directly into the platform — you see them instantly, no email, no phone
Delays & missing data
3 missing receipts = 1,200 EUR in non-deductible expenses for your client
Clarity & real-time control
Digital receipt capture from phone — auto-linked, zero fiscal losses
Delays & missing data
Client calls furious: ‘Why do I have a tax notice?’
Clarity & real-time control
Live dashboard per client — see revenue, costs and margins before it’s too late
Delays & missing data
The rental contract expired 3 months ago — nobody noticed
Clarity & real-time control
Automatic alert 30 days before expiry — zero forgotten contracts
Delays & missing data
5 hours lost monthly reconciling statements with invoices from 3 sources
Clarity & real-time control
All financial documents centralized per client — reconciliation in minutes
THE COMPLETE SOLUTION FOR ACCOUNTANTS
- ZERO MISSING DOCUMENTS
- RECONCILIATION IN MINUTES
- HAPPY CLIENTS, NOT FURIOUS ONES
"Documents arrive on their own, deadlines are met, clients are happy."
MOBILE APP
Your clients upload documents — from anywhere, anytime
Documents, deadlines, tasks and communication — centralized in the app
Each client accesses their file, uploads required documents, and tracks deadlines directly in the app. Collaborators see assigned clients, request status, and tasks without scattered email threads. You work with complete data, get timely alerts for missing items, and close each reporting cycle faster.
The iPlan Digital app for accountants — how clients access their files
FEATURES
YOUR BUSINESS ENGINE
19 modules that turn accounting chaos into an organized, profitable practice — from document collection to financial clarity. One-click flows from proposals to contracts, QR timesheets, and automatic billable hour allocation.
Compare client service offers
OFFERS
Structure service packages (bookkeeping, payroll, advisory), compare delivery options and related costs, and select the best offer per client.
Send clear, profitable proposals that clients accept faster.
Service execution orders with margin
ORDERS
Convert accepted proposals into internal execution orders, select delivered services, apply target margin per package, and track expected client profitability.
Start delivery quickly and keep each client account profitable.
Service proposals for clients
QUOTES
Create professional fee proposals for new and existing clients. Compare service packages (bookkeeping/payroll/advisory) with clear pricing. Generate branded PDF proposals with detailed scope of work. Convert any accepted proposal into an engagement contract with one click — all services, fees, and terms transfer automatically. Push approved service items to your purchase list for external vendor ordering.
One proposal becomes a contract in seconds. Win new clients with professional, structured proposals — no manual re-typing.
Client engagement management
CONTRACTS
Online document signing for contracts generated in the platform and uploaded PDF files, with full approval traceability. Generate engagement letters and service contracts from templates. Include scope, fees, deadlines, and compliance clauses. Track contract expirations and renewal dates automatically. Attach annexes for additional services. All services and fees from the approved proposal are auto-imported — zero re-entry, every detail matches perfectly.
Proposals flow into contracts seamlessly. Every client relationship is formalized and tracked with zero manual copying.
Client expense tracking
PURCHASES
Clients record business purchases directly in the system. Link each expense to a supplier, category, and VAT rate. Compare supplier costs across periods. Generate expense reports ready for tax filing. Items from proposals flow directly into purchase tracking. After recording purchases, add items to client inventory or stocks with a single click for complete audit trails.
From proposal to expense to inventory — one unified flow. No more chasing receipts at month-end.
Client billing & collections
INVOICES
Generate invoices for your accounting services with pre-filled client details. Track payments and outstanding fees across your portfolio. Monitor which clients pay late consistently.
Get paid on time. Know exactly what each client owes and follow up automatically on overdue fees.
Collections by package and client
REVENUES
Track money collected from monthly retainers, payroll packages, annual filings and advisory work in one revenue module. Compare invoiced versus collected amounts by client so late payments and weak accounts are visible early.
You know which client portfolios bring real cash in and which ones need faster follow-up.
Client inventory oversight
STOCKS
Help clients track product inventory and material costs. Monitor stock value for accurate balance sheets. Identify slow-moving or depreciated items. Link inventory changes to purchases and sales. Purchased items land in stocks with one click. Distribute inventory to specific client departments or branches with one click — sharing oversight across client operations is instant.
Accurate inventory valuations with one-click tracking. Financial statements are always audit-ready without manual stock counts.
Fixed asset management
INVENTORY
Track client fixed assets with purchase dates, values, and depreciation schedules. Monitor warranty periods and maintenance costs. Generate asset registers for reporting and audits. After purchasing new assets, add them to inventory with one click. Transfer assets between client departments or locations instantly for accurate allocation tracking.
Depreciation is calculated automatically. One-click asset transfers keep registers perfectly up to date for any audit.
Deadline & workflow management
TASKS
Create task lists for each client: monthly closing, VAT filing, annual returns. Set deadlines and assign team members. Track completion status and flag overdue items.
Never miss a filing deadline. Your team knows exactly what needs to be done for each client.
Billable hours tracking
TIMESHEETS
Track time spent on each client for accurate billing. Calculate effective hourly rates per client. Identify which clients consume the most resources. Export timesheet data for invoicing. QR code scanning at office entrance and exit — accountants and staff scan to start their day, scan to leave. Timesheets are calculated automatically. Split staff hours across multiple client accounts to ensure 100% billable time utilization.
Staff scan a QR code at the door and their hours are logged. Know exactly how much time each client costs — price your services based on real effort.
Effort per client and filing cycle
LABOR
Track real labor behind bookkeeping, payroll, month-end close, tax filings, and advisory work. Compare estimated effort with actual hours per client, see which accounts consume the most team capacity, and price your packages on real execution data.
You know exactly which clients are profitable and which ones consume hidden hours that should be billed differently.
Team leave around deadlines
LEAVE
Plan accountant and payroll specialist leave against VAT, payroll, and annual filing peaks. See absences before deadline clusters form, balance workload across the team, and avoid last-minute pressure when a key colleague is away.
Critical tax periods stay covered because leave planning is tied to delivery deadlines, not managed separately.
Companies and active portfolios
CLIENTS
Manage companies, freelancers, prospects and at-risk accounts with complete commercial and operational history in one client module. See services sold, missing documents, payment behavior and next actions without rebuilding status manually.
Every client account stays clear, structured and actionable before the next deadline arrives.
Accountants and payroll specialists
EMPLOYEES
Keep accountant, payroll specialist and assistant records organized with workload, responsibilities, documents and availability context. See who owns which client load and where deadline pressure is becoming unhealthy.
You distribute work with a real view of capacity before tax peaks turn into chaos.
Partners and service vendors
SUPPLIERS
Keep software vendors, couriers, archiving partners and outsourced service providers organized with contracts, renewal dates, SLAs and billing terms. Track which partners support each client process and what they cost.
Operational suppliers stop living in inboxes, so renewals, compliance services and partner costs stay under control.
Complete client database
CONTACTS
OCR scanning for ID cards and passports in contacts, clients, and employees so data is auto-filled from scanned documents. Maintain full client profiles with company details, tax IDs, contact persons, and communication history. Segment clients by service type, revenue, or industry. Track leads and prospects.
All client information in one place. Onboard new clients faster with structured profiles.
Tax deadlines & meetings
CALENDAR
View all filing deadlines, client meetings, and team schedules in one calendar. Set reminders for VAT, payroll, and annual submissions. Coordinate team availability across clients.
A unified view of every deadline and meeting. No more last-minute rushes because you forgot a filing date.
Deadline and audit notes
NOTES
Capture internal notes for missing documents, filing remarks, client decisions, audit observations and follow-up actions. Keep critical delivery context in one place so nothing important disappears between calls and deadline sprints.
The practical details behind every filing stay visible when the pressure is highest.
Organized document archive
FILES
Store all client documents organized by type and period: invoices, receipts, contracts, tax returns. Access files from any device. Share documents securely with clients and authorities.
Find any document in seconds. Respond to client queries or audit requests instantly.
PRICING
INVEST IN GROWTH.
NOT IN CHAOS.
Less than 1 EUR per day to save 3+ hours daily. What's an hour of your time worth? Do the math.
QUICK START
25
EUR + VAT added separately/month
Everything you need to get started. Full access to all modules.
Start with a free 14-day trial. No card is required now. After the trial, continue with 25 EUR/month + VAT only if you want to.
- All 19 modules – zero hidden limitations
- Cancel anytime – no long-term commitment
- Start today – ready to use in under 1 hour
- Fast technical support whenever needed
- Work from anywhere – any device
- Free updates – new features every month
- Automatic backup – your data stays safe
- Unlimited clients – manage your entire portfolio
SAVE 50 EUR
SERIOUS GROWTH
20,83
EUR + VAT added separately/month
250 EUR/year + VAT added separately
Pay 10 months, get 12. VIP support and premium features included.
Start with a free 14-day trial. No card is required now. After the trial, continue with 250 EUR/year + VAT only if you want to.
- Save 50 EUR – pay for 10 months, get 12
- Priority VIP support – your issues handled first
- Personalized setup – dedicated specialist for your practice
- Early access to new features
- Free team training – maximize your staff's efficiency
- Custom reports – dashboards tailored for accounting firms
- Personal account manager
- Premium security – priority backup & 24/7 support
- Custom integrations – connect your existing accounting tools
- Private community – network with successful accounting firms
FREE 14-DAY TRIAL
READY TO RUN YOUR BUSINESS
WITHOUT THE CHAOS?
Every day without iPlan Digital is a day of lost revenue, wasted hours, and invisible problems. One-click offer-to-contract flows, QR timesheets, Gantt planning, instant stock distribution — everything a business needs. Start your subscription today — results in 30 days or less.
CONTACT
HAVE QUESTIONS?
TALK TO US.
I run an accounting practice and want to see how clients upload documents...
Contact Us