The ultimate Accounting Office management tool
Overview
Epsilon Net presents the new tool for Accounting Offices. PYLON CRM Accountants is a task management system of the Accounting Office for the monitoring of Tax and Labor Liabilities of your clients. Strengthen your relationship with your customers and equip yourself with a powerful tool
It adapts to your needs and provides you with complete and smart information that will upgrade your business profile and save time for the employees of your Accounting Office.
With PYLON CRM ACCOUNTANTS you have:
- Tax Calendar
- Task agenda per User
- Tax Flows
- Mass Debt Collection
Unique abilities
ELECTRONIC BOOKS Α.Α.D.Ε.
Fully harmonized with the new electronic platform myDATA (Digital Accounting and Tax Application) with which A.A.D.E. Introduces E-Books to Businesses.
BULLED DEBT & POSTING BY EMAIL
Get the official Debts from the AADE page and inform your customers immediately by email or follow them through the Tax Calendar
WORKSHOPS WITH DEFINITED ASSIGNMENT
Track all Office work through predefined workflows and save time for office workers on in-office and out-of-office transactions
ACCOUNTING AGENDA & AUTOMATIC INFORMATION OF TAX LIABILITIES
Create your own Agenda and all the employees of the Accounting Office, assigning the tasks and tax obligations that must be monitored by each individual. All Tax Liabilities are automatically updated by the scientific team of e-forologia.gr
TRANSFER OF LIABILITIES & THEIR OBLIGATIONS FROM THE TAX SYSTEM
Transfer the Taxpayers you want along with their obligations from the application of the Tax System. At the same time, the connection with the Tax System application offers the information for all the Liabilities that you have assigned to the customers from the already stored forms of the Tax System without the need to enter the Liability details each time
AUTOMATION OF TELEPHONE PROCEDURES
Is telephone communication a big part of your daily routine? Take advantage of the application’s ability to connect to the call center, as well as the specialized telemarketing work screen for less time in the process, and more time in communication and successful customer relationship
CREATION OF CUSTOM LIABILITIES OF THE ACCOUNTING OFFICE
With the option of Custom Obligations you have the possibility to set additional Obligations that you have to follow for specific Obligations through the Calendar
CONNECTION TO ELECTRONIC SERVICES
Link to the most visited pages of Public and not only Services. At the same time, a new possibility of searching for an online service through the list has been added so that you do not have to search for it through all the options every time.
CALENDAR
- Calendar of tax and labor obligations online updated through e-forologia.gr per user
- General Tax Calendar of an independent user
- Ability to create custom Obligations and easy monitoring by the user
- Monitoring of corporate operations and deadlines
- Assignment of tasks to employees of the Accounting Office for their monitoring
- Post appointments, communications, notes, etc.
OBLIGATORS & CONTACTS
- Integrated Obligor Information Management, including Contact Information, Personal Information, Identity Information and Automatic Registration Number Information where possible
- Managing relationships between taxpayers, as well as reminders for Anniversaries and Name Days
- Multiple attributes for quick collection – finding and categorization in simple or tree form
OFFICIAL DEBTS OF PUBLIC SERVICES
- Mass collection of official debts from the websites of Α.Α.Δ.Ε., Ε.Φ.Κ.Α. * & Κ.Ε.Α.Ο. * and updating of the Tax Calendar
- Assignment of Official Debts to the users of the application and their management through the application itself
- Sending by e-mail the official debts directly to the Obligors
TAX WORK FLOWS
- Ability to create and fully customize Tax Flows for recurring operations of the accounting office
- Step-by-step monitoring by all office users
PRINTS
- Print profiles for instant execution of pre-configured printers with one click
- Print to paper, export to all known file formats (.pdf, .xls, .doc, etc.) and display in WYSIWYG or grid
- Data zoom-up up to power level
- Free design of custom prints through E.R.G. (Easy Report Generator)
- Send all printers by email
CONNECTION WITH OTHER APPLICATIONS
- Fast and immediate transfer of Obligors – Accountants – Third parties from the Tax System application
- Linking of All Obligations Arising from the Forms and Details of the Tax System Obligors