Features

Check our OLi’s comprehensive features tailored specifically for accounting firms including intuitive dashboards, efficient time tracking, secure file vault, and seamless instant messaging and more designed to streamline your operations and enhance productivity.
Firm Management

Firm Dashboard

Gives you a snapshot of the project status and tasks. You can also monitor task status per staff.
  • Project Summary
  • Staff Output Summary

Project Management

Provides a detailed view of the progress of projects per client whether they are completed, in-progress or overdue.
  • Audit
  • Bookkeeping
  • Compliance (SSS, HDMF, PHIC)
  • Business Registration Services
  • KPI Reports (WIP)

Timetracking

The OLi Time Tracking feature enhances your firm’s efficiency by automatically recording hours for tasks and projects, generating detailed timesheets, and providing key performance indicators (KPIs) through reports like Recovery and Utilization. This tool helps optimize team performance and project profitability, supporting effective time management and informed decision-making.
  • Timesheet
  • Recovery Report
  • Utilization Report

Client Vault

You can store and catalog tax forms, financial statements, contracts and important documents.
  • Client Information
  • File Repository - Internal and Client Files Included

Internal Communication

You can chat with your clients, your colleagues, and you can even create group chat.
  • Chat Messaging
  • Email
  • Audio and Video Conferencing (Soon)
Client Management

Task Dashboard for Clients

Your clients can also have their own web portal where they receive your requests, updates and messages.
  • Real-Time Chat
  • Email
  • Audio and Video Conferencing

Updates for Clients

Provides a detailed view of the progress of projects per client whether they are completed, in-progress or overdue.

External Communication

This feature is a dynamic tool designed to connect clients with their accountants seamlessly. It offers real-time chat for instant messaging, the reliability of email communications, and the promise of audio-visual conferencing coming soon. This suite of tools ensures that clients can effortlessly message their accountants, clarify requests, or set up calls, all within a secure and integrated platform, facilitating efficient and effective collaboration.
  • Real-Time Chat
  • Email
  • Audio and Video Conferencing

Integrations Development-in-progress!

Soon OLi will be integrated with these essential tools.
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