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Average Ratings 0 Ratings
Description
Transform your document handling and enhance client management to prioritize consulting tasks. With seamless accounting, collaborate closely with your advisor to maintain focus on your primary business activities. Accounto significantly streamlines the partnership between small and medium-sized enterprises (SMEs) and trust firms. SMEs can easily upload their receipts to the Accounto platform, where the submitted documents are automatically categorized and assigned. Both SMEs and advisors have 24/7 access to these documents, enabling them to collaborate intuitively and effectively on our platform, which ensures that everything is stored in a manner compliant with audit standards. By employing our cutting-edge software solutions, we simplify complex processes and usher the fiduciary sector into a digital future. This enhanced efficiency not only prepares advisors for upcoming challenges but also allows SMEs to devote their energy to their essential business functions. Administration is handled instantly, with automatic identification of all relevant documents, ensuring a smooth workflow that benefits all parties involved. Ultimately, this innovative approach fosters deeper collaboration and paves the way for greater success in the competitive landscape.
Description
Complii is a web-based compliance solution that automates the processing, checking, and management of compliance responsibilities, safeguarding AFSLs, stockbrokers, advisors, and their clients. This innovative software platform eliminates the reliance on paper by providing a secure digital environment tailored to meet the compliance needs of AFS Licensees and brokers. By automating key tasks such as generating ROAs and SOAs based on client profiles, maintaining a 708 expiry register, and creating FOFA FDS letters, Complii streamlines the compliance process significantly. Furthermore, it facilitates electronic opt-ins, updates to online client profiles, disclosures, breach registers, and the establishment of Chinese walls for internal compliance. Complii also enhances advisory practices by offering a comprehensive organizational view of all pending orders that require advice or action. In addition, it features a digital document storage solution, allowing users to efficiently manage their documentation in a secure online environment. Overall, Complii revolutionizes compliance management by integrating various functions into a single, user-friendly platform.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Accounto
Country
Switzerland
Website
accounto.ch/en/
Vendor Details
Company Name
Complii
Country
Australia
Website
www.complii.com.au
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation