Atlanto for accountants

The Best Solution - Even for Accountants

Excellent accounting programme to work effortlessly and efficiently with clients? This is what Atlanto offers.

Modern cloud-based platform

Accounting by professionals

Comprehensive solution for accountants

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More Time for the Essentials? Take It!

With Atlanto you not only get the best financial accounting by an established Swiss software company, but also work effortlessly and efficiently with your customers – digitally. Offers like the accountant directory and the set-up service also give you access to new customers.

Functionality

Foreign currencies, the reading of QR invoices, or mass bookings make your everyday life easier.

Package for Accountants

Attactive pricing for accountants only.

Cooperation

Work with people who have experience in the field of accountancy.

New Customers

By being listed in our accountant directory, you can attract new customers.

ATLANTO CERTIFICATION COURSE FOR ACCOUNTANTS

The webinar for accountants – the start of working together successfully.

Get to know Atlanto and be included in the accountant directory. After completing this course, you can also carry out the Atlanto set-up service.

Atlanto Certification Course for Accountants

This webinar is a prerequisite to be listed as a trustee with us. You will get to know the functionalities of Atlanto and learn about the possibilities our service offers you.

Content

Atlanto introduction
Core features of Atlanto
Working together with clients
Benefits for accountants
Accountant directory
Set-up service

Price:	CHF 200.00 exc. VAT
Duration:	about 3 hours

Next runs:


Date:	12.06.2024 – 09:00
Location:	Online
Language:	English


Date:	20.08.2024 – 09:00
Location:	Online
Language:	English

"Atlanto's Inbox makes it much easier for me to work with my clients. Both with the Inbox and other functionalities, such as the mass posting of bank transactions, I can work much more efficiently. This allows me to focus more on advising my clients."

Sven Gisler, Helvetax Treuhand

Professionalism, Functionality and Flexibility

Professional and Effective Accounting with Our Software

Thanks to our partnership with Proffix AG, an established Swiss software company with over 20 years of experience in the industry, we can build on proven functionalities and implement desired enhancements to the product flexibly and quickly.

Functions

Foreign currency capability
Individual customization of the account plan
End-to-end process for documents, including approval process
Multiple bookings of bank transactions for faster booking
Direct creation of pay movements from expenses
Automatic scanning of QR invoices

Development and Cooperation

Wanted: Close Cooperation and Ongoing Development

We like to work closely with our accounants. Feedback is highly valued and welcomed. Through our approach, we can incorporate development requests quickly. We are trying to establish a long-term and successful partnership.

Find New Customers

Gain New Customers Together Through Our Partnership

In the accountant directory, our customers can book you for a set-up service or contact you directly. In addition, thanks to our collaboration with the IFJ (Institut für Jungunternehmen), we can refer new entrepreneurs as potential customers. Through the set-up service you can generate additional income of CHF 400.00.

Any Questions?

Find answers in our FAQs or contact us by form or via treuhand@atlanto.ch.