Explore Pantegral for accounting.
Pantegral provides Compendia with a virtual collaboration space to support internal record-keeping and streamline the management of accounting services for their clients.
How Pantegral is usedat Compendia Accounting Services
Compendia Connect is a web-based platform that Pantegral created for Compendia, an accounting firm. It allows Compendia to store and manage all the data and interactions with their clients regarding tax matters. Compendia and their clients can use Compendia Connect as a virtual workspace to gather and process all the information related to tax services.
Admins have access to a custom dashboard that helps them manage clients, tasks and chats.
Admins can manage multiple tax years per client for Corporate and Personal taxes.
Secure file sharing between accountants and clients, with encrypted secure document storage and 2FA for login.
Streamlined document management for invoices, financial reports, and client records — all in one secure portal.
Built in Chat functionality allows the staff to communicate with their clients easily.
Integrated with SharePoint, enabling seamless syncing and access to files across platforms.
We design a custom portalwith your brand in mind
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Reach out if you are interested in a custom portal that fits your company needs. We are always interested to hear about new ways we can apply the Pantegral platform to help our clients. We can set up a quick call to see if Pantegral would be a good fit for you.