PYLON CRM for Accountants is an Accounting Office tasks management system to monitor customers’ Tax and Labor Obligations.
PYLON CRM for Accountants is the absolute tasks management tool for Accounting Offices. It reinforces customer relationships and provides you with a powerful tool.
The PYLON CRM for Accountants accounting application adapts to the needs of your Accounting Office and provides integrated and smart information to upgrade your profile and save time for your employees.
An all-in-one solution available for small to larger accounting offices.
With innovations including an inter-company, fully customizable plan, quick entries and dynamic templates, as well as multiple currency monitoring, it will cover even the most demanding needs.
Upgrade the way your business operates! Gain unique competitive advantages that lead you safely through your digital transformation.
Discover the rich functionality that simplifies the execution of your daily tasks and optimizes the efficiency of your business!
Get unified management of your business operation! See the connections that provide you with unified monitoring of your tasks.
Do you need to adopt an ERP POS inegration? Learn more.
PYLON Hybrid: The New Hybrid Era in Business
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Fully harmonized with the new myDATA (Digital Accounting and Tax Application) portal, through which AADE introduces Electronic Books for companies.
Retrieve official debts from the AADE website and immediately update your customers via e-mail or monitor the amounts on your Tax Calendar.
Monitor all your office tasks using predetermined tasks flows. Save time for your office employees and their transactions in and out of the office.
Create a personal Calendar for you and all your Accounting Office employees, allocating tasks and tax obligations that should be monitored by each. All Tax obligations are automatically updated by the e-forologia.gr scientific team.
Transfer the Taxpayers you want, along with their obligations, using the Tax System application. At the same time, connection to the Tax System application provides updates an all customer Obligations according to documents stored on the Tax System, without needing to type the obligation details each time.
Is telephone communication an important part of your daily work life? Utilize the application’s interface to the call center and the specialized telemarketing working display to save time in the process and focus on building a successful customer relationship.
With Custom Obligations you can create additional Obligations to be monitored for specific Taxpayers, using the Calendar.
Connect to Public Authorities sites - and more - with the highest visits. A new features has also been added to lookup electronic services through a list, so that you don’t need to lookup all options each time.
• Calendar of tax and labor obligations with online updates, through e-forologia.gr per user • General Tax Calendar, regardless of user • Create Custom Obligations and easily monitor them • Monitor company tasks and obligation deadlines • Assign tasks to your Accounting Office employees and monitor them • Enter appointments, communications, notes etc.
• Integrated Management of Taxpayer details, including communication details, personal data, identity data and registry number data with automatic retrieval, when possible • Relationships management for taxpayers and reminders of anniversaries and name day celebrations. • Multiple attributes to quickly collect - find and categorize, in simple or tree form.
• Batch retrieval of official debts from the websites of AADE, EFKA* & KEAO* and Tax Calendar updates • Assign Official Debts to the application users and manage them through the same application • E-mail official debts directly to Taxpayers
• Create and fully customize Tax Workflows for repeated accounting office tasks • Monitor all your office users step by step
• Printing profile for immediate execution of pre-configured printouts in a single click • Print on paper, export in all known file formats (.pdf, .xls, .doc, etc.) and display in WYSIWYG or grid • Data zoom-in up to the action level • Free design of custom printouts using an E.R.G. system (Easy Report Generator) • Send all printouts via e-mail
• Quick and immediate transfer of Taxpayers - Accountants - Third parties using the Tax System application • Connect all Obligations deriving from Documents and Taxpayer Details on Tax System
Contact us, if you wish for your company to take the next step in the New Digital Era!
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