Deadlines in one place
What has to be in when, per type of client.
Concept design: an example of what Magnifize can build for an accountant or bookkeeper. Not a real business, not a real client.
Portfolio · Business services
Accountant / bookkeeper.Documents in on time, without five reminder emails.
Services and deadlines made clear, clients who send their documents automatically and an agent that pre-sorts receipts.
Open the working concept site Tegenrekening Accountants · not a real business
Where it hurts now
Every quarter and every spring the same story: documents arrive late and incomplete. You send reminders by hand and sort receipts that were thrown into one folder.
What we would build
A site with services and deadlines. Clients automatically get a list of what you need, with reminders until everything is in. An agent pre-sorts the receipts and invoices they send; you check.
Process automation
What automation solves here.
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The problem
Documents that arrive late and incomplete.
What happens automatically
A list per client of what you need, with reminders until everything is in.
Collecting documents -
The problem
No overview of who is complete and who isn't.
What happens automatically
Every week an overview: which clients are complete, and what is still missing per client.
Overviews and reporting -
The problem
Client deadlines you have to watch yourself.
What happens automatically
A reminder to the client before every deadline that applies to them, such as the VAT return.
Reminders and recalls
Services
Which services fit here.
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Websites
Strong matchAbout this serviceServices for freelancers and small businesses, the important deadlines of the year and a clear introduction.
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Process automation
Strong matchAbout this serviceCollecting documentsA list of the documents needed per client, with reminders until everything is in.
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Custom agents
Good fitAbout this servicePre-sorts receipts and invoices by category. You check and book.
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Support chat
Good fitAbout this serviceAnswers practical questions about sending documents and deadlines. No tax advice.
Features
What it does for your firm.
Collecting documents without chasing
A personal list per client, with reminders that stop by themselves once everything is in.
Receipts pre-sorted
The agent sorts, you check. Nothing is booked without you.
What we watch for
- No tax advice through the chat.
- Financial documents only through a secure environment, not by ordinary email.
What it is built with
- Hand-written HTML, CSS and JavaScript
- A secure environment for sending documents
- Messages from your own email account
- An agent with fixed limits, a log and approval by you
- A chat that answers only from your own documents, with handover to a person
Image sources
The photos in the concept site are stock photos from Pexels, free to use under the Pexels licence. They show no real clients or staff.
- Calculator, reading glasses and folders on a deskPexels licence (free to use, also commercially)
- Calculator, pen and magnifying glass on financial documentsPexels licence (free to use, also commercially)
- Calculator, reading glasses and a pen on a financial reportPexels licence (free to use, also commercially)
- Workspace with a laptop, a calculator and documentsPexels licence (free to use, also commercially)
Want this foryour firm?
Fifteen minutes, no deck, no obligation. We tell you honestly what we would build first.