Financial Services,
Streamlined
From client management and engagement tracking to document organisation and tax deadlines — Notevex helps accounting firms deliver exceptional service, on time.
Key Modules for Accounting
These modules work together to give accounting professionals a complete management platform.
Client Management
Centralised database of individual and corporate clients with detailed financial profiles.
Service & Billing
Track service engagements, fees, invoices, and revenue with detailed analytics.
Financial Documents
Store and organise tax returns, financial statements, receipts, and audit reports.
Tax Deadlines
Automated alerts for tax filing dates, audit deadlines, and client follow-ups.
Engagements
Track audit engagements, tax preparation cycles, and advisory projects with milestones.
Client Meetings
Schedule consultations, review meetings, and planning sessions with notes and follow-ups.
Real-World Use Cases
See how teams use Notevex modules together to solve everyday challenges.
Tax Season Management
Manage the full tax preparation cycle per client with documents, deadlines, and progress tracking.
Audit Engagements
Track audit projects from planning to completion with linked documents, milestones, and team assignments.
Client Portal
Give clients self-service access to view their engagements, documents, and upcoming meetings via the contact portal.
Revenue Analytics
Use dashboard analytics to monitor service revenue, client growth, and engagement profitability.
Flexible Pricing That Scales
No one-size-fits-all plans. Notevex pricing is tailored to your needs — we’ll build a package that works for your business.
Data Volume
Pricing scales with the amount of data you store — contacts, sales records, projects, and more. Start small and grow as your needs evolve.
- Pay for what you use
- No per-user fees
- Scales with your data
Company Count
Multi-tenant pricing based on the number of companies you manage. Ideal for agencies and enterprises with multiple teams or clients.
- Multi-tenant support
- Isolated company data
- Centralised management
Per Module
Only pay for the modules you need. Enable contacts, sales, projects, or any combination — each priced independently.
- Modular pricing
- Enable as you grow
- No wasted features
Pricing is discussed in-person or online. Get in touch and we’ll create a tailored plan for your organisation.
Ready to Get Started?
Tell us about your business and we’ll show you how Notevex can streamline your operations. No commitment required.