How Siffer makes annual clients a breeze
Working with annual clients is different from working with continuous clients. Even so, many firms don't have specialised routines for exactly this. We've tried to do something about that at Siffer. Here's how to make the year-end close easier for both you and your client.
Step 1: Bank integration With bank integration, every transaction lands in Siffer in seconds, with no typos. The integration is completely free, also on the bank’s side, and is easily set up by you or the client using BankID (Norway’s national electronic ID). There’s no longer any reason to enter transactions manually!
Step 2: Receipt inbox Have the client send all receipts to the receipt inbox. In Siffer every company gets its own email address, which you can also change yourself. Are any of the receipts on paper? Snap a photo and upload it easily through the app.
Step 3: Let Siffer handle the bookkeeping Once the bank transactions and receipts arrive, Siffer gets to work. Receipts are matched with their corresponding payments and posted automatically. All you, as the accountant, need to do is hit approve.
Step 4: Task list Is documentation missing? Make it as easy as possible to submit with the Task list. Mark the relevant transactions, and Siffer creates a dedicated web page for uploading the documents. The client of course gets an email reminder, and you can track progress in Siffer.
In summary: This workflow will save you a lot of time at year-end, and once the books are filed, the bank transactions and receipts will keep flowing into Siffer. That makes it much easier to stay up to date on the client, and you avoid surprises the next time the accounts need to be filed.