Business problem
Many teams in this sector use separate tools for communication, files, tasks, proposals, billing and customer follow-up. This creates duplicated work and weak operational visibility.
IXXO Hub for Accountants & Auditors
Accountants and auditors can centralise onboarding, forms, document collection, invoice recognition, bank statement processing, task tracking, client communication, proposals and recurring service workflows.
How IXXO Hub helps
IXXO Hub connects client onboarding, forms, document collection, invoice recognition, bank statement processing, deadlines and recurring services inside one operating system so the business can manage work, communication and customer-facing actions from one place.
Relevant modules
CRM, Customer Portal, Projects, Tasks, Sales Flow, DocuFlow, Form Flow, Schedule Hub, Reporting and Payments.
Workflow example
A new enquiry is captured in CRM, scheduled through Schedule Hub, converted into a proposal, supported by documents and forms, assigned to tasks, invoiced through Sales Flow and followed through the customer portal.
Benefits
- Less tool switching
- Clear customer history
- Better task ownership
- Structured document and approval workflows
- Portal-based customer communication
Suggested setup
Start with CRM, Customer Portal, Tasks, Sales Flow and Schedule Hub. Add DocuFlow, Form Flow, invoice recognition or integrations depending on the operational process.
Discuss your Accountants & Auditors workflow
Book a walkthrough to map IXXO Hub to your daily operations.
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