Live software demo

Invoicing & Accounting Practice Software demo

Client invoices, a filings and deadlines calendar, work board and payroll for accountants and finance firms. This is a working application with 9 connected screens: Dashboard, Clients, Service Requests, Work Board, Filings & Deadlines, Compliance Calendar, Invoicing, Staff & Payroll and 1 more.

Demo URL: demo.trainingtrains.com/demo/software/invoicing-accounting

Sharma & Co. Chartered Accountants

Invoicing & Accounting Practice Software demo - sample data, nothing here is real

Dashboard

Live overview of Sharma & Co. Chartered Accountants. Every figure updates as you add or change records in the other screens.

22Service requests
₹40,000Revenue
12Open service requests
14Clients on record
2Advisors available
₹3,500Average service request value
Revenue by service
  • Statutory Audit₹25,000
  • Financial Planning Session₹12,000
  • Loan Processing Fee₹10,000
  • GST Return Filing₹9,000
  • Payroll Processing₹8,000
  • Monthly Bookkeeping₹6,000
Service requests by status
  • Completed6
  • Received6
  • Cancelled4
  • Documents pending3
  • In progress3

Service requests needing attention

  • SER-1002 - Emily BrownReceived
  • SER-1005 - Liam IyerDocuments pending
  • SER-1006 - Emma HussainReceived
  • SER-1009 - Emma FernandesDocuments pending
  • SER-1012 - Emily BrownReceived
  • SER-1018 - Zoya BrownReceived

Recent activity

  • Fatima Menon - Service request SER-1001 is completed2 min ago
  • Emily Brown - Service request SER-1002 is received14 min ago
  • Sophia Brown - Service request SER-1003 is completed38 min ago
  • Emma Fernandes - Service request SER-1004 is cancelled1 hr ago
  • Liam Iyer - Service request SER-1005 is documents pending2 hrs ago
  • Emma Hussain - Service request SER-1006 is receivedYesterday

What this software does

Software for accountants and finance practices: client records, service requests on a work board, invoicing with GST, a compliance calendar of filings and deadlines, payroll and reports.

  • Client register with renewal status
  • Service requests on a work board
  • Filings and deadlines: GST, income tax, TDS, audit
  • Compliance calendar of every due date
  • GST invoicing with paid and pending tracking
  • Staff payroll and revenue reports

Business problems this software solves

Problem

Filing deadlines live in one partner's head.

Training Trains solution

The compliance calendar shows every filing due, by client and by date.

Problem

Work status is unclear until a client calls.

Training Trains solution

The work board shows every request from received to completed.

Problem

Invoices go out late and payments are chased manually.

Training Trains solution

Invoicing raises GST invoices and tracks what is paid.

Used by businesses like

All names, prices and figures are sample data. Anything you add stays in your own browser - nothing is sent to us. The real system is built around your business.

Frequently asked questions

What does the Invoicing & Accounting Practice Software demo include?

A working application with 9 connected screens: Dashboard, Clients, Service Requests, Work Board, Filings & Deadlines, Compliance Calendar and 3 more. Everything is interactive and uses sample data.

Is the data in the demo real?

No. All names, prices and figures are sample data. Anything you enter stays in your own browser and is never sent to us.

Do I need to sign up to try it?

No sign-up and nothing to install. Open the demo and use it right away.

Can Invoicing & Accounting Practice Software be customised for my business?

Yes. We tailor the screens, fields and reports to how you work and launch it on your own domain.

Want Invoicing & Accounting Practice Software for your business?

We tailor the screens, fields and reports to how you work, and launch it on your own domain.

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