Comprehensive Features Tailored for Accounting Professionals

From VAT calculations to invoice processing, Setclients provides automation for everything. It streamlines workflows, manages clients, and even generates insights for better decision-making.

Client Portals

Provide each client a tailored portal for smooth communication, document sharing, and effortless management.

I need to schedule a team meeting for next Monday at 10 AM to discuss our quarterly VAT filing.

Certainly, I’ve scheduled the meeting. Would you like to add additional attendees or link this to the financial audit task?

No additional attendees. Just link it to the financial audit task, please.

Got it. The meeting is scheduled, and it’s linked to the financial audit task.

Thank you!

AI-Powered Chatbots

Deploy intelligent chatbots to handle client queries, offer solutions, and deliver real-time support efficiently.

Hi there! Can you help me generate VAT reports for this quarter?

Of course! I’ll get that started for you. Please upload the invoices for the quarter.

Here you go. I’ve uploaded all the required files.

Great! I’ve calculated the VAT. Would you like me to generate a summary or file the return directly?

Generate the summary first, please.

Here’s your VAT summary. Let me know if everything looks good, and I’ll proceed to file the return.

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Efficient Workflows - Setclients

Resource Scheduling

Manage and allocate resources efficiently with our integrated calendar and scheduling tools.

Schedule Resource

Add

Client Meeting

23rd March

VAT Deadline

21st March

Audit Discussion

3rd May

Payroll Processing

1st April

Tax Consultation

2nd June

Robotic Process Automation (RPA)

Automate repetitive tasks to enhance efficiency and reduce manual errors.

DockerDigital OceanTailwind ZohoPower AutomateSAP Oracle Zapier Netsuite

DockerDigital OceanTailwind ZohoPower AutomateSAP Oracle Zapier Netsuite

DockerDigital OceanTailwind ZohoPower AutomateSAP Oracle Zapier Netsuite