Client Management
for the Accountant/Bookkeeper

Instant access to all your clients 

 

Administrator module

The Administrator Module is at the heart of the Reviso online system and allows you the Accountant to control system users and service your clients according to their exact requirements. Having visibility and access to all of your clients within one module enables you through its easy to use interface, create new clients and apply standard company default setups.

These include charts of accounts and VAT setup based on company type from defaults supplied. Also, existing company profiles can easily be copied to facilitate new client setups.

Links to other Accounting Systems 

The key to Reviso is it's felxibility and the ease with which it links to other accounting systems. Data can be extracted and downloaded in a csv format which can then be imported into on-premise systems as required.   

The key to e-conomic is it’s flexibility and the ease with which it links to other accounting systems. Data can be extracted and downloaded in csv format which can then be imported into on-premise systems as required.

Seamless integration with CaseWare & CCH

For users of CaseWare, data can be exported and imported dynamically through API links thus creating a seamless workflow process between the two systems.

Using Reviso's API infrastructure, data entries and trial balances will be automatically transferred into CaseWare so that a full audit trail and account history is available and in synch between both systems.

CaseWare is one of the leading accounts production software systems available and the API with reviso provides a first class combination of data entry and statutory reporting.

Export templates for CCH

For programmes such as CCH, customised export templates are available within Reviso to enable data, in the required format, to be easily exported and imported.

Let's get started

Register as a Reviso Administrator

Register for an Administrator Module presentation 

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Reviso is available for a 2-week trial period without charge. Get to know the system, try out all the different functions and send your first invoice in just 5 minutes

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