Agency account service system

A service system and subsystem technology, applied in the field of agent bookkeeping service system, can solve problems such as division of work functions, different types of taxes declared by different customers, and unfavorable work efficiency, so as to improve efficiency and accuracy, improve business processing efficiency, The effect of improving customer satisfaction

Active Publication Date: 2014-07-23
SHENZHEN DEYONGXIN ENTERPRISE MANAGEMENT CONSULTING CO LTD
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] 1. The work functions of each department are not divided, which is easy to cause internal disputes, increase internal communication costs, and is not conducive to improving work efficiency
[0005] 2. Due to the large mobility of personnel in the industry, the work needs to maintain continuity, and the above-mentioned technical solutions need to designate fixed personnel to complete the relevant business. Once there is a personnel turnover, the corresponding work handover process will become more troublesome
[0006] 3. Improvements were mainly made in contract management, but improvements in taxation were not reflected, and personalized services were not provided for different customers, unable to meet the increasingly higher requirements of the market
[0007] 4. Failure to interact with customers, failure to automatically notify customers of work progress and results, unable to meet trust requirements
[0008] 5. The core work of agency bookkeeping is not divided into different departments and different positions for collaboration to improve work efficiency
[0009] 6. Not taking "customer satisfaction" as the design principle, but simply managing customers, just for convenience, without considering customer value
[0010] 7. There is no automatic verification function, because the customer's tax declaration work is consistent, the verification relationship is clear and complex, and the experience and ability of employees are different. After entering the relevant basic data, the system cannot automatically verify and prompt related items
[0012] 9. There is no customer tax registration information, because China currently has 24 types of taxes (fees) for enterprises, and there are several tax items under each tax category. different, relying on employees to remember is impossible

Method used

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  • Agency account service system

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Embodiment Construction

[0031] The present invention will be further described below in conjunction with the accompanying drawings and embodiments.

[0032] Such as figure 1 As shown, it is an agency bookkeeping service system in accordance with the present invention, including: a department management subsystem, a business configuration subsystem, and a database subsystem, wherein the department management subsystem includes a customer information management module and a task management module. The customer information management module is used to enter and query the basic information and contract information of customers, and the task management module is used to automatically generate electronic tasks according to the needs of different customers and send them to the business configuration subsystem.

[0033] The business configuration subsystem includes an organizational structure management module and a process management module, wherein the organizational structure management module sets the fu...

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Abstract

The invention discloses an agency account service system. The agency account service system comprises a divisional management subsystem, a service configuration subsystem and a database subsystem, wherein the divisional management subsystem comprises a client information management module and a task management module, the service configuration subsystem comprises an organizational structure management module and a process management module, and the task management module comprises a tax management unit; according to the basic information of a user registered by the divisional management subsystem, electronic tasks are automatically generated, and the function parameters of all departments are set according to the organizational structure management module, and the electronic tasks are flown to different departments for allocation, so that the coprocessing of all departments can be realized, the responsibilities of all departments can be beneficially distinguished, internal contradictions can be reduced, and the business processing efficiency can be greatly improved; furthermore, the tax return accuracy can reach up to 99.99% so as to meet the tax return requirements of a customer by reasonably arranging the tax management unit and the process management module; meanwhile, the loyalty of the client can be promoted to a certain degree.

Description

technical field [0001] The invention relates to the field of information technology, in particular to an agency accounting service system. Background technique [0002] Finance is a highly specialized field, and many small and medium-sized enterprises will encounter obstacles in this field at the initial stage of entrepreneurship. There are many reasons. Apart from the interference of some external factors, the more important one is the imperfect construction of its own financial system. At this time, choosing to outsource finance has become an imperative choice, so agency bookkeeping has gradually become the main content of enterprise outsourcing services nowadays. As a young service industry, the agency bookkeeping business has great advantages and broad prospects. [0003] However, the current agency bookkeeping business needs to serve a large number of customers, and the mode of relying on personal management does not meet the standards of modern enterprises at all. H...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q40/00
Inventor 冼朝亮
Owner SHENZHEN DEYONGXIN ENTERPRISE MANAGEMENT CONSULTING CO LTD
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