What is Contab?
Contab is a tasks & teams management app for Latam accounting companies and their clients. With Contab you can improve your teams performance and relation with your clients, with an easy to use app and client portal solution, specially created for the accounting industry.
How did we do it?
We made an agile approach to the project with design thinking and agile implementation, focusing the SPRINT ZERO to solve and create new work flows and solve the team´s everyday problems. With this stage done, we built a study case. Our objetive was to create an app that suits their needs, is easy and practical to use, expecting it to scale and be offered to other accounting businesses.
What can i do with Contab?
Through the app you can create automated projects, tasks and project templates. This means that you only need to create a client project once, and the app will create all the needed tasks for the entire legal year, and automatically assign them to the correct areas and people.
You can also keep track of documents, deadlines, and accounting periods. You can create your clients personal file and it is fully integrated to work with existing solutions such as google drive or dropbox.
We also created a 360 solution for clients, with an integrated client portal that helps them keep up with their billing, current tasks and any need regarding their accounting day to day basis.