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Home / Industries / Accountants & Auditors
Industry solution

From client onboarding to document collection, invoices and recurring obligations.

Accounting and audit firms work with deadlines, documents, client questions, onboarding, approvals and repeated communication. IXXO Hub gives the firm a portal-driven way to collect information, manage tickets, schedule meetings, assign work and keep client history organized. IXXO invoice recognition can support bulk invoice and bank statement processing where this workflow is required.

Business problems

Accountants & Auditors need systems that reduce repeated data entry, disconnected communication, hidden follow-ups and manual administration. The cost is not only software subscriptions; it is the daily loss of visibility between teams, customers and management.

Less re-entryData should move from inquiry to workflow.
More visibilityTeams need one place to see status.
Better serviceCustomers need answers, files and updates.

How IXXO helps

Accounting and audit firms work with deadlines, documents, client questions, onboarding, approvals and repeated communication. IXXO Hub gives the firm a portal-driven way to collect information, manage tickets, schedule meetings, assign work and keep client history organized. IXXO invoice recognition can support bulk invoice and bank statement processing where this workflow is required.

Client portal for document requests and support Onboarding forms and approval workflows Invoice recognition and export preparation Tasks, deadlines, reminders and internal assignments Knowledge base for repeated client questions Proposals, invoices and service renewals

Example workflow

1
Capture

A customer request, order, form, email, document or booking enters the system.

2
Process

The team creates the relevant task, ticket, proposal, project, invoice or document workflow.

3
Serve

The customer uses the portal, receives updates and has access to the relevant records.

Products used

Main product: IXXO Hub. Depending on the business, IXXO Cart, IXXO Multi-Vendor, IXXO Hosting and custom development may also apply.

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