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
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
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
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
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
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
By Location - Business Tax- Business Tax
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.
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.
Dozens of standard letters are included as standard and this list will continue
to grow as legislation changes.
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
VAT Registration Reminder -
Dormant Company Template with Smart Tags