Assign tasks to your coworkers and make sure no one misses a deadline
Run everything within a single platform
Track your deadlines
Keep all of your clients
info in one place
Create your client database and keep track of their finances
Notifications when changes are made.
Receive notifications and alerts when a client or team member makes changes to the reports
Add new team members
Start collaborating and sharing documents by creating accounts for all of your team members
Document changes are logged.
Edits are logged so you can always retrieve your data.
Offer a better client experience
Get the client Summary reports
Get weekly, monthly and annual summary reports without having chase clients for missing information.
Get quick updates about Payroll changes
Keep the records of client/shop employees and receive notifications of changes via the internal messaging system. XB does NOT calculate Payroll, just makes sure you get the changes on time.
Proper VAT return calculations
Submit correct figures in your next VAT Return
Generate automated Nominal reports
Keep track of your nominal accounts and their associated transactions
Receive Profit and Loss statements
Get the most important summary reports for the revenues, supplier purchases, costs and expenses incurred during a specified period
Check your client’s Balance
Get a snapshot of your client’s financial status at a particular point in time
Income and Expenditure easily tracked.
Easily track the total income and expenditure for a specific period.