Many companies, one user
Your firm and the client companies whose records you keep are separate companies; switch between them with the company switcher.
Industry: Accounting firms
Your firm's own back office: tasks, documents and fees in one place
An accounting firm repeats the same cycle every month for dozens of clients: request documents, chase the missing ones, hand out the work, meet the deadline, collect the fee. This page is about running the firm itself. Müşavir does not do the professional work for you; it is a tool accountants and their teams use to organise per-client tasks, document requests and fee collection.
Get startedAwaiting documents
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Deniz Textile · bank statement
2nd reminder sent yesterday
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Özkan Construction · expense invoices
Owner: Selin
Posting
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Mavi Café · October entries
Owner: Burak
Review
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Ege Packaging · VAT report review
Owner: Ayşe
Where a firm loses time every month
- Bank statements and invoices are requested one by one over WhatsApp and email, and nobody remembers who sent what.
- Which client's monthly work is at which stage lives in one team member's head.
- Clients who pay their monthly fee late are noticed only when someone checks the balance at year end.
- When clients need balance confirmations, letters are written one by one in a word processor.
The Müşavir flow at a firm
- 01 Module →
Client card and engagement
Each client is saved with company, contacts, scope of service and monthly fee; the engagement letter goes out for e-signature.
- 02 Module →
Recurring monthly work templates
A multi-task template such as "collect documents, post entries, review, send report" opens on its own every month for every client.
- 03 Module →
Team assignment
Tasks are assigned per client to team members; the weekly board shows how much work each person has.
- 04 Module →
Document requests and collection
Document requests go out from the inbox; incoming statements and invoices are saved to the client's folder and the task closes.
- 05 Module →
Fee collection
Monthly fees post to the client's account, a reminder goes out before the due date and late payers appear in a list.
- 06 Module →
Reconciliation for clients
If a client company is set up as its own company, switch to it with the company switcher and prepare and send its balance confirmations in bulk by link.
Worked example
Example: a five-person firm with 60 clients
In this example the firm serves 60 clients at an average monthly fee of 6,500 TL + VAT. At the start of each month a four-task template opens for all 60 clients, and the 240 tasks are shared among five people. Clients who have not sent documents get an automatic reminder draft on day three. Clients more than 15 days late on their fee appear on the morning list. Figures are illustrative.
- Clients (example)
- 60
- Average monthly fee
- 6,500 TL + VAT
- Tasks opened per month
- 240
- Team
- 5 people
The pieces a firm needs
Scoped permissions
A trainee sees only assigned clients while a partner sees the whole firm, by module and scope.
Task report
See opened, closed and overdue tasks by client and by person.
Client document folders
Documents filed month by month for each client, with PDF preview.
Where the AI helps
Your firm's assistants
The assistants read tasks, files and the fee ledger; professional judgement stays with you.
- Answers "Which clients still have not sent documents this month?" with a list.
- Drafts polite document reminders to clients; they are sent after you approve.
- Reads uploaded bank statements and invoices and prepares suggested entries for you to review and approve.
Frequently asked questions
Does Müşavir provide accounting services?
No. In Turkey, public accountancy is a regulated profession under Law No. 3568 and only licensed professionals provide it. Müşavir is software that accountants and their teams use to organise their firm's work.
How is this page different from the solution page for accountants?
The accountants solution page focuses on exchanging data with clients. This page is about running the firm as a business: team, tasks, document requests and fee collection.
Can my clients log in with their own account?
Yes. You can open a user in the client company and limit it to a narrow scope, such as uploading documents and seeing their own statement.
Do fee reminders go to clients automatically?
You set the reminder timing. Rule-based due-date reminders go out as configured; drafts written by the AI wait for your approval before they are sent.
Related
Accountants →
Client companies behind one login; clean data, reconciliation rounds, calm month end.
Tasks →
A weekly board, tasks linked to records, recurring work and templates.
E-Reconciliation →
Send balance confirmations by link; approvals, disputes and reminders in one list.
Files →
Company storage, folders, previews and documents on each customer record.
Month-end close →
A step-by-step month-end checklist, from bank matching to VAT and reconciliation.
Open this month's client work on one board
Enter your clients and monthly work template, and let tasks reach the team on their own every month.
Get started