Client Handover

Small

Accounting · Accounting firms

Onboard a transferred client cleanly so no opening balance or credential is lost.

Built in this build

Handover checklist
Opening data and credentials
Missing document tracking
Handover template steps
Access permissions
Flags gaps in files from the prior firm
Handover completion status

Vision (needs external services)

Reminder for open steps
Document upload and archive

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Handover checklist
Opening data and credentials
Missing document tracking

Admin modules

Handover template steps
Access permissions

AI capabilities

Flags gaps in files from the prior firm

Automations

Reminder for open steps

Analytics & reports

Handover completion status

Integrations

Document upload and archive

Mobile

Step completion alerts

Roles & permissions

Manager
Accountant

Accounting →

Fee Folio

Firm fees: monthly billing and collections tracking.

SGK Desk

Track SGK hire/exit filings and deadlines to dodge administrative fines.

Doc Drawer

Financial document archive: POAs, signatory circulars, contracts, expiry alerts.

Receipt River

Receipt/invoice collection: clients snap, AI extracts the data.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.