Features | FinKoper

All customer data in one place

Documents, contacts, accounting features and much more – in the client’s card.
Documents and correspondence with the client are protected from deletion

Multifunctional chats

Group and thematic chats with colleagues. Save important information and documents directly from the chat.

Secret chats available only to selected members

Tax calendar

You receive an individually configured reporting calendar for each client

Convenient communication with clients

The service will collect all the correspondence with your client in one place and send your messages to instant messengers or mail, convenient for the client

Light or dark theme

Choose an environment (interface) in which you enjoy working

Create and share tasks

Create your tasks in a few clicks – reminders right from the chat

Customer profitability

You can track the amount of time spent on serving the client and the revenue from him and adjust the tariff

Employee efficiency

You will know your best employees and better plan and balance the workload

Easy administration work processes

You can see all chats in which each employee participates and the number of tasks in his work, sorted by their importance

You can replace the accountant with one click and he will instantly have access to the client’s correspondence and documents and will be able to start work

Current and archived customer base

Customize news, information and advertising mailings using a customer base, including an archived one.
For example, just create a message and select “Relevant customers”

Control over the timing of reporting

You will see all urgent tasks for all clients and do not miss a single report

All customer data in one place

Documents, contacts, accounting features and much more – in the client’s card.
Documents and correspondence with the client are protected from deletion

Business growth

Get new customers without advertising costs

Improving quality

Increase in labor productivity
Improving reporting discipline

Reducing risks

Minimizing the “human factor” when submitting reports
Increasing the responsibility of the client for the timely provision of primary documents

Satisfied customers

Reducing the number of claims by regulatory authorities regarding reports that were not submitted on time, reducing the risk of blocking accounts

Secure Document Storage

Space will be reserved for you on the secure server. You get access to all client documents without the threat of losing them and can save on purchasing your own server

Configuring user rights

The administrator has the ability to grant administration rights to one more user. The administrator sees all deleted and edited messages, which will help to sort out controversial issues
Users can create general channels (chats), including secret ones, and invite certain participants there