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Open the ledger to record net turnover and submit to head office.
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Engagement Letter Builder
Flynn Accounting & Tax Services Ltd — TaxAssist Accountants Wicklow
✓ GDPR✓ Companies Act 2014
✓ CRO Ready✓ AML / CTF 2010–2021
✓ Agent Link
1Client
2Services
3Compliance
4Generate
🏛️
Engagement Type
Select the type of engagement
👤
Client Details
Personal and address information
Include Eircode on last line
📋
Services & Pricing
Ticked services appear in the quote and engagement letter
📑
Engagement Letter Clauses
Untick optional clauses to exclude them
💰
Fee Arrangement & Quote Options
Payment method, collection period and financial year
First direct debit date
Year 2 Prices
Year 3 Prices
Year 4 Prices
Year 5 Prices
Live Fee Summary
€0.00
Total incl. VAT
📋
Select services & enter prices to see your fee breakdownSubtotal (excl. VAT)€0.00
VAT @ 23%€0.00
Total (incl. VAT)€0.00
📅 Monthly Standing Order€0.00/mo
⚖️
Irish Compliance Coverage
Your on-screen checklist — edit the wording, toggle items off, or add your own for this client.
🚀
Generate Documents
Produces Engagement Letter, Quote, Agent Link & SEPA Mandate
Every generated quote is automatically saved to the CRM Dashboard
📄 Document Pack
👥 Client Database
Add and manage clients — click Load to pre-fill the Letter Builder.
| Full Name | Company | PPS/Tax Ref | Entity | Source | Address | Phone | Notes | Actions |
|---|
📊 CRM Dashboard
All generated quotes — stored locally.
Total Quotes
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Total Fees Quoted
€0
Confirmed Revenue
€0
0 clients
Pending
0
€0 outstanding
Conversion Rate
0%
Revenue by Lead Source
How each acquisition channel converts to fees
| Contact | Type | Ref | Services | Source | Follow-up | Notes | Sign Up | Actions |
|---|
📦 Document Packs
Every generated pack — re-download as PDF without re-keying anything.
| Client | Quote Ref | Date | Total | Status | Actions |
|---|
🖋 E-Signed Docs
Your library of completed, e-signed client packs. Every signed document with its compliance certificate.
Signed
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Completed packs
Awaiting
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Sent / opened, not signed
Declined
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Client declined
Last 7 days
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Newly signed
| Document | Client | Date signed | Signature | Status | Certificate |
|---|---|---|---|---|---|
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✓ Signing link ready
Send this link to your client. They'll review & e-sign the engagement letter, and the pack flips to Signed automatically.
WhatsApp / SMS: paste the link straight into the chat.
Email: a pre-filled draft opens if you click Email link below.
Legally binding: signing captures the date, time, IP and device as an audit trail (eIDAS / eCommerce Act 2000).
🚀 Onboarding pack ready
One link for your client: quote & engagement → TAIN form → ID → address → PPS → payment, in order. Each step saves as they go.
That doesn't look like a gocardless.com link — please check it before sending.
Leave the box blank for invoice / upfront only (no Direct Debit button).
Signed docs & uploaded files appear in your dashboard exactly as before — under Packs and Uploads.
The payment choice is saved as a receipt alongside the client's uploaded documents.
Signature Certificate
Monthly Sales Trends
Live view derived from your CRM dashboard. No separate data — fed directly from quotes you've generated.
Fees by Month — Quoted vs Confirmed
Quoted
Confirmed
Status Mix
Top Services by Revenue
Ranked by total quoted value📋 Client Onboarding
KYC, AML & Engagement Intake Form
✅ Onboarding Progress
Track signed documents, AML, and payment setup for every client.
| Client | Signed Docs | AML Complete | Payment Method | Progress | Status |
|---|
📝 Client Onboarding Survey
Send a tokenised intake link to a new client. Responses land here automatically — no email round-trips.
Sent
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Awaiting client
Started
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Opened, not submitted
Submitted
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Ready to review
Last 7 days
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New submissions
| Client | Created | Submitted | Status | Actions | |
|---|---|---|---|---|---|
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Generate Survey Link
Pick a client to pre-fill name & email. When the client submits, the answers attach to that record.
How this works: we'll create a unique secure link. Copy it and send it to your client (WhatsApp, email, SMS — your choice). The link only opens this survey, never your dashboard.
✓ Survey link ready
Send this link to your client. They'll fill it out and the answers appear here automatically.
WhatsApp / SMS: paste the link directly into the chat.
Email: a draft template will open if you click Email link below.
Security: the link is unique per client and works until they submit (or you delete it).
Survey Response
🛡️ AML Compliance
Client anti-money-laundering questionnaires returned through the onboarding journey. Review each declaration, set a risk rating and status, and record your due-diligence notes.
Submitted
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Questionnaires received
Pending review
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Awaiting sign-off
Flagged
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Need attention
Cleared
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Due diligence complete
| Client | Summary of answers | Submitted | Risk | Status | Actions |
|---|---|---|---|---|---|
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AML Questionnaire
Add AML record · backfill
Pick a client to pre-fill their name & email and link the record.
Seven digits followed by one or two letters.
Use this to backfill AML declarations for clients who onboarded before the online questionnaire. It creates a record in the register exactly like a client submission, which you can review, rate and report on.
Fee Tracker
Agreed annual engagement fees (ex-VAT), one row per client per year-end period. Assign a relationship manager to see each manager's book at a glance.
Book by relationship manager
All fees
| Client | Year-end period | Total fee (ex-VAT) | Direct debit | Relationship manager | Notes |
|---|
Fees are the agreed annual engagement value, exclusive of VAT. Keep a separate row per year-end so prior-year fees stay on record. The relationship-manager list is drawn from your active team members (see the Team tab). Click any manager card above to preview their client book.
Team
Add colleagues as their own users. Each person sets their own password and PIN from a private invite link — you never see their credentials. Admins manage the team; staff use the app.
The master account can't be deleted or demoted. Pending colleagues appear until they open their invite link and set a password + PIN. Each sign-in asks for that person's own PIN as a second factor. Invite links expire after 7 days.
🔐 AML Documents
Every file clients have returned — photo ID, proof of address and PPS evidence. Approve or reject each one here. The due-diligence record itself, the risk rating and sign-off live on the AML Compliance page; new requests go out from there or with a full onboarding pack.
Sent
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Awaiting client
Started
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Files received, not finalised
Submitted
0
Ready to review
Total files
0
0 MB stored
| Client | Requested | Files | Created | Status | Actions |
|---|---|---|---|---|---|
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New Onboarding Pack
No quotes found yet. Build this client's quote on the Packs page first, then come back here.
This builds the full online onboarding pack. In one link the client will, in order: 1) sign the engagement letter & quote, 2) complete the Revenue agent (TAIN) form, 3) take a self-portrait, 4) upload Photo ID, 5) Proof of Address, 6) PPS, 7) complete the AML questionnaire, then 8) the payment step. Each step must be finished before the next. You'll set the payment terms (none / upfront / partial / Direct Debit) on the next screen.
The signed engagement, quote & TAIN return to E-Signed Docs; the self-portrait, ID, Address & PPS return to AML Docs; the questionnaire answers go to AML Compliance.
The signed engagement, quote & TAIN return to E-Signed Docs; the self-portrait, ID, Address & PPS return to AML Docs; the questionnaire answers go to AML Compliance.
✓ Upload link ready
Send this link to your client. Their uploads will appear here automatically.
WhatsApp / SMS: paste the link directly into the chat.
Email: a draft will open if you click Email link below.
Security: the link only opens a dropzone — never your dashboard.
Uploaded Documents
📒 MINs Ledger
Monthly Information Numbers — franchise reporting for TaxAssist Wicklow
2025
YTD Net Turnover
€0
12-month projection updates monthly
New Clients YTD
0
Pulled from your Client Database
Avg. Monthly Turnover
€0
Across reported months
Months Submitted
0
0 / 12 months filed
FY 2025 Ledger MINS-2025-WCK
Click any turnover cell to edit. Status cycles: Draft → Submitted → Locked. Saves live to your database.
| Month | Net Turnoverexcl. VAT · € | CumulativeYear-to-date | New Clientsfrom CRM | Notes | Status |
|---|---|---|---|---|---|
| FY Total | €0.00 | — | 0 | Wicklow franchise office | — |
New Client Sign-ups
📈 Monthly Trend
FY 2025
Net Turnover (€)
New Clients
📤
Submit MINs Return
Mark the current month as submitted and lock the figures for audit.
New Clients
From Client Database
⬆ Import CSV — bulk-add quotes to CRM
Click to choose a CSV file
or drag and drop it here
What should the CSV look like?
One row per quote. Column header names (case-insensitive):
Missing columns are fine — blanks default to sensible values. Rows without a
One row per quote. Column header names (case-insensitive):
name (required), date, company, email, phone, address, entity, tax, services (semicolon-separated), subtotal, totalNum, vatRate, status, leadSource, notes, ref.Missing columns are fine — blanks default to sensible values. Rows without a
name will be skipped. If a ref matches an existing quote, that quote will be overwritten.
Rows highlighted in red will be skipped. Hover the red text to see why.
Importing…