Advisory and accounting firms
Stop chasing your clients for their paperwork.
Each client has on their phone exactly what the firm needs from them, branded as your firm. Your team reviews it before it reaches the desk and forgets about end-of-quarter phone calls.
All your clients at once. Teraflex handles them all.
Who takes part
The firm and its clients, in the same process.
The firm
Decides what to ask each client for and when.
The firm’s staff
Review what arrives before working on it. No more chasing or retyping.
The firm’s clients
Send what is requested from their phone and know what is still missing.
Processes
What costs phone calls today, on your client’s phone.
Regular invoice collection
Without Teraflex
Emails, loose photos and the same call to every client every quarter.
With Teraflex
The client uploads their invoices when due and they arrive ready.
Who reviews
The firm’s staff check everything is there before working on it.
Document requests
Without Teraflex
Lists of documents by email that clients only half answer.
With Teraflex
The client sees what is missing and sends it from the app.
Who reviews
The firm validates each document and the client sees the status.
Review before it reaches the desk
Without Teraflex
Mistakes that only show up once the file is already being worked on.
With Teraflex
Everything arrives in order, recording who provided it and when.
Who reviews
Someone at the firm signs it off before moving on.
Your firm’s app
Your clients see your firm, not just another tool.
«My clients won’t install another app»
It is their firm’s app, with its branding, and it only asks for what the firm needs.
