Web solutions
for accounting firms
We help accounting firms streamline processes, enhance client interactions, and improve efficiency with innovative web solutions.
Based on last 100+ reviews
How IT solutions can enhance accounting services:
Operating a financial advisory firm involves intricate task management and adapting to evolving client demands. Overcoming these challenges is essential for streamlined operations.
B2B systems for accounting firms:
Managing financial services manually leads to inefficiencies and increased errors.
Accounting firms struggle with scattered client information, paper-based workflows, and outdated communication methods.
Implementing specialized B2B systems can significantly streamline operations, reduce errors, and enhance client interactions.
Client portal
A secure web platform where clients can access their financial documents, schedule meetings, and track service progress.
- Centralized document access
- Real-time appointment scheduling
- Secure communication channel
- Service progress tracking
Document management system
A digital platform designed to store, organize, and manage client financial documents and reports efficiently.
- Secure document storage
- Tagged and searchable files
- Automated document versioning
- Access permissions management
Financial account management
An integrated system that manages client accounts, tracks financial transactions, and generates necessary reports.
- Automated account updates
- Real-time financial tracking
- Comprehensive reporting tools
- Secure data handling
Example image from themeforest.net, "Investex", designed by AncoraThemes
Web platforms for accounting firms
Many accounting firms rely on outdated static websites or fragmented systems for client interaction.
These methods fail to meet modern expectations, causing inefficiencies and weakened client relationships.
Developing tailored web platforms can resolve these issues, providing streamlined operations and enhanced customer experiences.
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Custom websites
Professional websites that showcase services, foster client trust, and deliver a seamless user experience.
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Client portals
Secure online portals where clients can access financial information, upload documents, and communicate with advisors.
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B2B marketplaces
Platforms connecting accounting firms with potential clients, simplifying finding and choosing the right services.
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Quoting tools
Web-based tools that provide clients with instant, accurate quote estimations for accounting services.
Digital transformation of accounting firms:
Many accounting firms struggle with outdated manual tools leading to inefficiencies and errors.
These challenges can be overcome by adopting streamlined digital solutions.
Spreadsheet tracking
Client data and financial records are often managed manually through spreadsheets, prone to errors.
Centralized crm
A CRM that consolidates client information, ensuring accuracy and easy access.
Email communications
Client communications are managed through endless email threads, causing delays and miscommunication.
Client portals
Web portals for real-time client interaction and secure document sharing.
Manual scheduling
Appointments and meetings are scheduled manually, often leading to double bookings and missed opportunities.
Online scheduling
Automated scheduling platforms that manage bookings and remind clients.
Paper documents
Reliance on physical documents and filing systems leads to slow processing times and lost records.
Document sharing portals
Digital solutions for secure document upload, sharing, and storage.
Static websites
Static and outdated websites fail to engage clients or market services effectively.
Professional websites
Dynamic websites showcasing services, boosting client engagement.
Decentralized data
Financial data and reports are stored in separate, disconnected systems.
Integrated systems
Unified web-based platforms that centralize and manage all business data efficiently.
How much do these solutions cost?
Each project is unique, and we tailor every solution to your specific business goals. Below are estimated price tiers to help you understand what to expect at different levels of complexity.
B2B systems
We build internal systems to streamline operations, enhance communication, and centralize processes for accounting firms.
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Services
- CRM systems
- B2B customer portal
- ERP systems
- Order management systems
- Workflow automation
- Vendor management systems
- Stock management
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Extended warranty
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About 1100 kr - 3700 kr / month – Includes VPS hosting, priority support, and recovery of fatal and logical errors (e.g., broken flows, miscalculations, system crashes).
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Web development
We create external-facing platforms to showcase services, enable client engagement, and open new digital channels.
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Services
- Professional websites
- Public catalogues
- Online calculators
- Appointment scheduling portals
- Document sharing portals
- Client interaction portals
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Extended warranty
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About 350 kr - 1900 kr / month – Includes VPS hosting, priority support, and recovery of fatal, logical, and core system errors, as well as fixes for form behavior and layout issues.
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AI implementation
We assist in leveraging AI technologies to enhance customer service, automate tasks, and improve operational efficiencies.
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Services
- GPT-powered chatbots
- AI documents
- AI-driven sales
- Ask your CRM
- AI localization
- AI e-commerce
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Extended warranty
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About 1100 kr - 2600 kr / month – Full coverage including VPS hosting, priority support, all types of fatal, logical, core, form, and layout issues, plus vendor/API replacement if external integrations become unstable or deprecated.
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How to automate accounting firm operations?
From CRM integration and document sharing portals to secure client data storage and automated scheduling are tailored to solve real operational challenges and streamline complex B2B processes.
B2B systems
Streamline operations and enhance efficiency with tailored B2B systems.
Web development
Develop professional platforms to enhance client interaction and operational efficiency.
AI implementation
Leverage AI tools to enhance decision-making and operational efficiencies.
On-time development within the fixed price:
Before development begins, we make you a clear offer with final costs and delivery terms. In the next step, we create a detailed brief or technical task, outlining the structure and functionality. This is documented and locked in the BIYRO system.
You’ll get a fully functional website with a full control panel and no vendor lock. We guarantee delivery within the agreed time - or we return your money.
Quick launch
Prompt start of work without long waiting - within 4 days.
Price and terms
We fix the price and approve the terms at the first project stage.
Implementation
Product readiness according to the goals - in 4-12 weeks.
Escrow deal
We work through BIYRO with all the necessary documents.
Answers to common questions:
Still unsure about something? Here are answers to the most frequently asked questions about our process, pricing, and platform.
Working with us
We use a quota system in the BIYRO project management platform. For each milestone, you're given a number of quotas - which can be used for free changes within the project. This allows flexibility without additional costs. You can request changes right after a milestone is completed.
We recommend working through the BIYRO project management system, which generates contracts and adds an extra layer of security. The project is divided into milestones with agreed payment and delivery terms. Payment steps can be 20%, 50%, or 100% of the total budget. Your funds are held in BIYRO and released only after your approval. If we miss deadlines or fail to deliver, you can request a refund directly.
That's not a problem. We'll prepare the technical assignment for you based on your project concept before we begin development.
During the guarantee period, we fix any bugs or issues caused by our development - free of charge. We also offer extended guarantee coverage as a paid monthly service. Pricing is agreed individually per project.
BIYRO is our project management platform for secure development deals. It automatically creates contracts, stores payments safely, and releases funds only after your confirmation. You'll receive an email invitation to the platform once your project is ready to begin.
We offer ongoing support packages tailored to your needs, including maintenance, updates, and feature enhancements. Our team ensures your portal remains up-to-date and continues to meet your business requirements.
Development questions
Yes, we specialize in creating custom solutions that align with the specific business processes of accounting firms. Our team will work closely with you to understand your current workflows and design an integrated system that enhances efficiency.
We implement industry-standard security protocols to safeguard client data. This includes encrypted data storage, secure access controls, and regular security audits to ensure ongoing protection.
Our solutions offer a high level of customization to fit your unique business needs. We provide role-based access controls and customizable interfaces to ensure usability across your organization.
Yes, we build scalable and flexible systems that can evolve with your business. Future modifications or additions can be integrated seamlessly without disrupting existing functionalities.
We prioritize seamless integration with your current technology stack to avoid disruptions. Our team conducts an in-depth analysis and testing to ensure compatibility and smooth data flow across platforms.
Absolutely, we offer consultancy on optimizing the structuring of complex product data for improved accessibility and management. Our experts work with you to create intuitive data hierarchies that facilitate easy navigation and retrieval.
Our systems are designed to support multi-region and multilingual capabilities. Expansion features can be configured to accommodate new regions and languages as your business grows.
Customer testimonials:
Explore what our customers are saying about their experience working with us. Here are some of our latest reviews and testimonials.
Andrew, URB
Water well drilling
Latvia
Andrew from URB praised the collaboration and the final result, noting that all project stages were completed with attention to detail and responsiveness. The website was designed to accommodate multilingual needs and improve customer interaction.
Custom requests such as calculator logic, localized content, and graphic illustration were handled smoothly. The handover included a full test, admin panel training, and server deployment.
Final feedback was positive - all forms function correctly, the structure is clear, and the site meets business goals.
Aleksandr, Switch Electric OÜ
Electrotechnical industry
Estonia
Throughout the project, Aleksandr and the Switch Electric team remained highly collaborative, providing detailed feedback and participating in each planning and development phase. The client highlighted the importance of flexible data integration and multilingual UI.
The result is a stable, scalable B2B platform tailored to the needs of industrial and construction-focused buyers. 2410's proactive updates, interface clarity, and customizability were praised and confirmed the value of continued partnership.
Maksims, LV Systems SIA
E-commerce / web development
Latvia
Thanks for the updates, now the site feels clear and recognizable. The structure has become much more intuitive, and the backend is manageable.
We’ve successfully prepared the Excel files and can now proceed with product group imports. We appreciate the flexibility with the project stages and training provided.
Overall, we’re very satisfied with the cooperation and outcome.
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