For Accountants & Bookkeepers
Workflows created to help streamline and reduce time.
Online Automation for Your Business
Less Time on Paperwork and More Time for Your Clients
Client Relationship Management
Manage Client Data with Ease
Keep all your client’s data in one simple to use, customisable and organized system.
- CRM – Host and securely store all your customer information, in one place!
- Log Activities – Keep track of what actions have been taken with a client
- Online Intake Form – Digitise your documents and streamline how your clients complete documents
- Digital Signature – Reduce the time needed to have documents signed.
- Email Direct from the system – Move away from your email client inbox and get on top of emails that have been sent to clients.
Job & Task Management
Get on top of your jobs and tasks in one place, use our Kanban Boards to easily track where important jobs and tasks are.
- Add Subtasks – Manage your larger jobs easier with adding multiple tasks.
- Kanban Board – Easily move jobs and tasks to a different stage of the cycle with our Kanban Cards.
- To-Do Dashboard – View all your “To Do’s” in one place.
- Track and Manage Deadlines – Track your team’s projects and manage timelines with ease, don’t miss another deadline!
Book Directly from Your Website.
Reduce the time that it takes to confirm bookings and streamline your booking and let new clients seamlessly book in
- Automated SMS Reminders – Reduce no shows with customised SMS templates to show your business is serious.
- Automated Email Reminder – Add the extra personal touch, send out automated post-consultation emails.
- Appointment Management – View individual and your team’s calendar, easily manage your next appointment.
- Video Conferencing – Working remotely? No problem, use our video conferencing tool to cater for those 1 on 1 consultation.
Integrate with ALL your favorite Apps too
How will Kalysys help your Business?
Our features allow you to focus on doing your job well instead of the nuances of running a business.
Spend More Time Adding Client Value
Spend more time adding value in consultations by capturing client intake data digitally before appointments
Acquire More Clients
Allow prospective clients to book and schedule appointments via your own website.
Be More Relaxed
Rest easy that all your client, appointment and data is safe, secure and in one place. Kalysys.
Save Time & Money
Don’t waste time asking for customisations. Create, configure and capture custom data yourself.
Minimise Your No Shows
Use automated email and sms reminders to reduce no shows.
Personalise Your Emails
Automate the way you email your clients, with beautiful email templates that provide an extra personal touch.
Try Kalysys for FREE for 14 Days
Get Started with Kalysys
One Platform to run your business.
With complete range of tools to boost your productivity,
and a support team to assist you, getting started has never been easier