Portfolio Control Instead of Status Chasing
The Kanzlei Cockpit aggregates every client into one live overview — so Monday morning starts with priorities, not phone calls.
Traffic-Light Client Status
Every client shows green, yellow, or red based on live KPIs: deadlines at risk, action needed, processing blocked, awaiting review, reconciliation gaps, and pending exports.
VAT Return Deadline Tracking
UStVA deadlines are tracked per client with countdown and overdue flags, so advance VAT returns never sneak up on your team.
Pipeline at a Glance
Each client moves through a clear pipeline — processing, review, reconciliation, export — so you always know exactly where a mandate stands.
Clerk Assignment
Assign a responsible clerk per client and period. Workloads become visible and nothing falls between two desks.
Month-End Closing Checklist
A built-in closing checklist per client walks your team through the month-end: open items, reconciliation, review, and export — step by step.
Accounting Period Status
Periods move through open, in progress, closed, and submitted — with the last export always visible per client.
