Monday for a fiduciary or an accounting firm

Fiduciaries and chartered accountants love Monday because the software allows them to manage clients and files like never before.

Client portfolio
Real-time reporting
Centralized file management
Sharing and collaboration
Automations

Monday for fiduciaries and accounting firms

Why choose Monday as a fiduciary or accounting firm

Fiduciary firms juggle numerous tax and accounting deadlines, often late clients, and delays that can lead to heavy penalties and legal consequences. You perform many repetitive and recurring administrative and accounting tasks, which are most often managed manually - with the risk of oversight that this implies. This is very time-consuming and stressful. Most often there is no real-time overview of current and upcoming files and mandates.

Mountains of hours are lost having a partial view of the situation, sending and sifting through emails, finding scattered Excel files, notes and sticky notes, comparing versions, copying and pasting information from one place to another, holding lengthy meetings and asking for updates to track activity.

Monday provides a complete and flexible solution, so you can do your job exactly as you want, with more efficiency, profitability, less effort, and stress.

No more scattered spreadsheets and endless emails. Monday.com allows you to centralize all information related to each client and their files (documents, deadlines, tasks, communications) in one place accessible to the entire team.

Monday can be used to track time spent on each file or project, which facilitates client billing, especially for hourly or fixed-price services.

Time savings are significant, as is the increase in profitability. You will notice a reduction in errors, better coordination among collaborators, and quick access to information like you've never seen before.

Monday facilitates communication between collaborators and with clients. Comments, updates, and document sharing are centralized within each file, preventing loss of information.

You benefit from smoother collaboration, more transparent communication, and better responsiveness to clients. The risks of delays and misunderstandings are significantly reduced.

Many accounting and administrative tasks are repetitive. Monday allows you to automate these tasks (task creation, reminders, report sending) by creating real processes that guide projects step by step, thus freeing up your time for higher value-added missions and tasks.
You free up mental space for your collaborators and ensure that files progress on time, without friction and delays caused by you.

Managing employee workload is often tedious, imprecise, and "delayed." With Monday, you can more easily plan team workload for both the long and short term. This is updated in real time, allowing you to anticipate scheduling problems, overloads, or underloads without delay.

Monday offers an overview of the progress of files, projects, and tasks, allowing for quick identification of potential blocking points and corrective measures to be taken. All this in real-time and effortlessly.

You gain better visibility into activity, more precise performance tracking, and proactive risk management.

Monday allows you to visualize each collaborator's workload, optimize task distribution, and better manage available resources.

You improve your profitability and team serenity through better resource utilization, workload balance, and reduction of overload risk.

Monday is highly customizable and adapts to the specific needs of each firm. You can create custom dashboards, workflows, and automations. It is an evolving solution, adaptable to your changing needs, and aligned with your existing processes. In just a few clicks.

By optimizing your processes and improving your responsiveness, Monday.com helps improve customer satisfaction. Better management of files and deadlines results in superior quality service.

You strengthen customer loyalty and your competitive advantages with an image of modernity and that of a fiduciary focused on added value for the client.

Benefits in figures

94 h

gained per year
and per employee

27%

of productivity gained

56%

faster to
repetitive tasks

Sources: Monday use cases, Axxun clients

Monday AI

Discover how AI can transform your work methods.

Everything you need to move your work forward

Features designed to create efficient work processes that meet your needs as accountants and chartered accountants.

Visualize as you wish

Choose how you visualize tasks and projects according to your work processes.

Make better decisions

Make more informed decisions with real-time dashboards.

A flexible platform

With no-code building blocks, create any workflow.

Go faster

Use AI and choose from over 200 automation recipes to make your work more efficient.

One tool,
from the big picture to the minute details

From setting goals to navigating projects, processes, and daily tasks, Monday work management offers an organized and collaborative way to work — simply.

Create a unified workspace by integrating over 50 tools you already use.

Our services

Axxun is the Monday specialist and partner in Switzerland. As experts, we help you master Monday and adapt it to your business. Benefit from our experience to transform the way you do things.