Get on with your business

HQ for Accountants

The well tried and tested HQ online CRM has been enormously enhanced with a brand new accountancy edition.

Saying 'brand-new' isn't completely honest - we've been developing it (and using it live) in a 12-man accountancy practice for 3 years now. But this is the first time it's been made publically available.

We really want it to be successful so we've created special prices for the first 500 users. Details can be found on our prices page.

To see a simple demo of HQ for Accountants, have a look at our mini-site.

Features and Benefits

In addition to all the core features of HQ (full email, documents, templates, faxes, sms, calendars and so on) the Accountancy module adds some key functionality to HQ.

It's worth remembering that HQ is an online service; there's no server to maintain, no IT skills required, no backup or archive required and it can be used from anywhere. If you can see Google, then you can see HQ! You can use HQ from almost any PC, laptop, netbook, Mac, Linux, iPad, mobile phone or other device.

Accountancy-specific fields already built-in HQ records accountancy jobs for your clients and uses familiar concepts such as PAYE, Business Tax, Payroll and so on. Each of the key fields for these types of job is already provided. Here's a few screen-shots to see how data is stored:
Business Overview - Business Services - Standing Orders - Accounting Overview - Tax & VAT
Sundry - Incorporation and Registration - Are these good clients?
Ability to create complex relationships HQ stores records for both people and businesses. It's quite common for businesses to have several staff but, in the accountancy world, it's also neccessary to deal with people who are associated with several businesses. HQ provides a simple mechanism to create and track these relationships.
HQ supports complex relationships between clients and their businesses
Automatic workflows Workflow processes and reminders for specific jobs are automatically created by the HQ server at appropriate times (year end, VAT periods and so on). Here are some basic screen-shots of some of the automatically create job forms:
Accounts and Business Tax Form - Personal Tax Form - Payroll Job
Reports Dozens of reports are included as standard enabling you to take either a detailed or a top-down view of your practice. Here are a few images of reports to show some of what's possible:
By Client Type - By Payment Terms - By Fee Band - By Work Type - By Records Type
By Location - Business Tax- Business Tax Progress - Open Jobs Analysis
Report by exception HQ's dashboard has the ability to notify you of exceptions: Jobs that require your attention. Our aim is make HQ almost run your practice. Exception Notifications are a big step in that direction.
Flexible associations Your communications can be associated with clients in a very flexible way. For example, HQ has the ability to communicate with 3rd parties but have the message linked to the client, not the 3rd party. For example emails about John Smith to the Inland Revenue need to be linked to John Smith's record despite the fact that the email may not mention him by name.
Standard letters Dozens of standard letters are included as standard and this list will continue to grow as legislation changes.
Templated letters New templates can be generated in minutes and these can contain 'smart tags'. All such tags are replaced by data from the HQ database. Here's some standard letters:
VAT Registration Reminder - Dormant Company Template with Smart Tags

Selestial Ltd 2015