Offlico

Accountant: keep client work and business admin together

Keep your client work and the ordinary business details of accountant work in one place: contacts, locations, reminders and payments.

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An accountant uses a calculator while checking a paper with a client at a desk with receipts and a laptop.
An accountant enters figures into a calculator while holding a receipt beside folders and a laptop.
An accountant points to a spreadsheet while a business owner looks on at a desk with sorted receipts.

Features

Keep the business side moving

Keep the practical business side of accountant work connected, from the next booking through to payment.

Offlico weekly calendar shown on a phone

Calendar

See your client work, locations and the next part of the day in one diary.

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An accountant and a business owner look through a colour-tabbed folder beside office equipment.

Your own enquiries

Use your own channels for accountant enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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An accountant points into an open book while discussing papers with a client by an office doorway.

Online booking

Let people request accountant work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous accountant work and everyday business notes together.

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Offlico reminder responses shown on a laptop

Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay contactless payment screen on an iPhone

Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

Accounting appointments need the reporting period, records and reason for the meeting clear, especially when an approaching deadline shapes the work.

Home, workplace or agreed meeting venue

Agree which accounting period the meeting covers and ask the client to have their usual financial records available through a secure channel.

Set the next review or filing conversation in the diary, while accounts and confidential figures remain in professional software.

The practical difference

One booking. Every part connected.

Booked accountant work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow
01

Plan the work

Agree which accounting period the meeting covers and ask the client to have their usual financial records available through a secure channel.

02

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

03

Finish and follow up

Set the next review or filing conversation in the diary, while accounts and confidential figures remain in professional software.

Explore the details

Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Frequently asked questions

A few things worth knowing

Is this useful for accountant work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for accountant work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial