Where the whole firm answers like the partner, from the first client call to the filing.
A client's history, last year's return and the partner's notes, found while the client is still on the phone.
The repeat questions of filing season are answered from the firm's own notes, so evenings stay free.
How each client is handled is written down once, so holidays and new colleagues stop being a risk.
A client asks why their advance payment changed. Anyone in the firm asks the system and gets the answer with the client page and the rule it came from.
Incoming mail is matched to the right client and answered in draft, in the firm's tone and language. A person reads it, edits it and sends it from their own account.
See which clients still owe which documents before the deadline month starts, with reminders drafted and ready for someone to send.
Every client has one page with history, contacts, quirks and open items. A new colleague reads it instead of asking around.
Why accounting firms choose helixWe sit with your firm, write down how it works, and install one system your whole team can ask. Then we stay on and tune it.
Recorded interviews with the partners, one page per client and the tax rules of your country, in one place anyone can correct.
The system drafts. It holds no permission to send, so every reply to a client goes out from a person's own account.
Processing stays in EU data centres under contract, and nothing your firm writes is used to train a model.
We come to your office for the install and stay on to tune it as the firm changes. Improvements arrive as part of the service.
