HQ for Accountants

In addition to all the core features of HQ (full email, documents, templates, faxes, sms, calendars and so on) the Accountancy module adds some key functionality to HQ.

It's worth remembering that HQ is an online service; there's no server to maintain, no IT skills required, no backup or archive required and it can be used from anywhere. If you can see Google, then you can see HQ! You can use HQ from almost any PC, laptop, netbook, Mac, Linux, iPad, mobile phone or other device.

FEATURE	BENEFIT
Accountancy-specific fields already built-in	HQ records accountancy jobs for your clients and uses familiar concepts such as PAYE, Business Tax, Payroll and so on. Each of the key fields for these types of job is already provided. Here's a few screen-shots to see how data is stored: Business Overview - Business Services - Standing Orders - Accounting Overview - Tax & VAT Sundry - Incorporation and Registration - Are these good clients?
Ability to create complex relationships	HQ stores records for both people and businesses. It's quite common for businesses to have several staff but, in the accountancy world, it's also neccessary to deal with people who are associated with several businesses. HQ provides a simple mechanism to create and track these relationships. HQ supports complex relationships between clients and their businesses
Automatic workflows	Workflow processes and reminders for specific jobs are automatically created by the HQ server at appropriate times (year end, VAT periods and so on). Here are some basic screen-shots of some of the automatically create job forms: Accounts and Business Tax Form - Personal Tax Form - Payroll Job
Reports	Dozens of reports are included as standard enabling you to take either a detailed or a top-down view of your practice. Here are a few images of reports to show some of what's possible: By Client Type - By Payment Terms - By Fee Band - By Work Type - By Records Type By Location - Business Tax- Business Tax Progress - Open Jobs Analysis
Report by exception	HQ's dashboard has the ability to notify you of exceptions: Jobs that require your attention. Our aim is make HQ almost run your practice. Exception Notifications are a big step in that direction.
Flexible associations	Your communications can be associated with clients in a very flexible way. For example, HQ has the ability to communicate with 3rd parties but have the message linked to the client, not the 3rd party. For example emails about John Smith to the Inland Revenue need to be linked to John Smith's record despite the fact that the email may not mention him by name.
Standard letters	Dozens of standard letters are included as standard and this list will continue to grow as legislation changes.
Templated letters	New templates can be generated in minutes and these can contain 'smart tags'. All such tags are replaced by data from the HQ database. Here's some standard letters: VAT Registration Reminder - Dormant Company Template with Smart Tags

To try HQ for yourself:

In a browser, navigate to http://demo.selestial.com and login using the username Phil Informs and password phil. These are both case-sensitive. This is a real online version of HQ but has many of its features disabled (the ability to send and receive emails for example) to prevent abuse. Please also bear in mind that this is a public demonstration system and and will be reset every night.

You may find it more informative to arrange an online demonstration where we present HQ on your own PC or Mac from our office and talk you through the various key features by phone. To arrange an online demo please just complete our simple form or telephone us. Both the form and our telephone number can be found here.