NETPROCESS
Accounting & advisory firms
Client files, documents, tasks and communication.
Client file and document structure
Access matrix and permission tests
Task and communication workflows
From requirements to everyday work
Organise files and supporting documents
Define the document structure, missing-item checks and responsibilities for each client engagement. Keep information attached to the correct client.
Track tasks and deadlines
Prepare ownership, priorities and the next action for each file. Retain communication and approval history for people taking over the work.
Control client access and professional validation
Test portal permissions before sharing documents. Accounting parameters and outputs must be validated by the responsible professional within the agreed scope.
Explore further
Your first questions.
Choose the right version together.
The choice depends on your needs, modules and constraints. Odoo 20 is an option to assess after compatibility checks.
Do we need to replace all our tools?
The consultation identifies tools to keep, integrations to plan and processes to prioritise. The proposal defines scope and responsibilities.
NETPROCESS