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Custom software for accountants and tax advisory firms

Tax deadlines, client matters and billing in one flow, connected to the tools you already use.

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The challenges of running a Accountants & tax advisors business

An accounting firm runs on deadlines: F24 payments, tax returns, periodic VAT filings, requirements that change every year. When the deadline calendar lives in Excel and client matters sit in shared folders, you risk missing a date or duplicating work across staff. We build software designed around how your firm actually works, connect it to the accounting tools and tax-authority services you already use, and let the system remind you what's due and for whom.

The tax deadline calendar is scattered across Excel, diaries and people's heads: one missed filing hurts both the client and the firm.

Each client's matters are spread across folders, email and certified mail, and reconstructing the status of a case means asking three people.

Billing trails the work by weeks: hours and activities aren't tracked in real time, so you invoice from memory.

Accounting software, e-invoicing and tax-authority portals don't talk to each other, so the same data gets re-entered by hand several times.

What we build

Automatic tax deadline calendar

A compliance calendar that auto-generates each client's deadlines based on their tax regime, assigns tasks to staff and alerts you before it's too late. No more rebuilding the schedule by hand every year.

Client matter management

Every client has a single record with matter status, documents, certified mail and activity history. You see at a glance what's open, who's working on it and what's missing, without asking around.

Billing and timesheets

Hours and activities are tracked as you work and turn into invoices without re-keying. You bill what you actually did, on time, with a clear view of profitability per client.

Integrations and client communications

We connect the software to accounting systems, e-invoicing and tax-authority services, and automate client communications (document reminders, deadlines, requests) via email or certified mail.

Custom or off-the-shelf?

For a firm with standard needs, an off-the-shelf practice management package is often enough and cheaper: it covers the basic deadline calendar and billing. Custom makes sense when your workflows fall outside the package: multiple offices or staff to coordinate, specific automations on client communications, integrations the package doesn't support, or wanting to own your data and the application. Often the right answer is hybrid: keep your accounting software and build the missing custom layer around it.

How much it costs

A complete practice management system with billing, multiple offices and accounting-software integrations usually lands between €15,000 and €50,000. To start smaller, a first custom module (the deadline tracker with automated client messaging) falls within the Gestionale Light package: €5,000–€12,000 and go-live in 8–10 weeks. We set the price after a free analysis of your processes, so you know what you are paying for and why.

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Frequently asked questions

It depends on the scope. The Gestionale Light package covers a first module (the deadline tracker with automated client messaging) between €5,000 and €12,000, with go-live in 8–10 weeks; a complete practice management system with billing, multiple offices and accounting-software integrations usually runs €15,000 to €50,000. We always start with a free analysis of your processes to give you a real quote, not a price list.

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