Finance and tax management system

Abstract

The invention discloses a finance and tax management system, and aims to solve the problems of an existing account substitution system. The system comprises a processor, a business handling module, aclient management module, an accounting management module, a risk control management module, a tax declaration management module, a financial management module and a data analysis module. The businesshandling module, the client management module, the accounting management module, the risk control management module, the tax declaration management module, the financial management module and the data analysis module are all electrically connected with the processor. According to the invention, an accounting process is subdivided, a management architecture is constructed, the customer managementis taken as the center, and the business handling progress and the collection information are pushed to a customer by optimizing the nodes, such as customer information, contract management, businesshandling, accounting, tax declaring, collection and collection, etc., so that the customer can master the business state in real time, and the customer experience is improved. Meanwhile, the workloadof staff can be better counted, the staff performance assessment is facilitated, and the problems that the customer condition maintenance is difficult, staff management is difficult, etc., are fundamentally solved.

Description

technical field [0001] The invention relates to the field of customer management of an accounting company, in particular to a financial and tax management system. Background technique [0002] Many small and medium-sized enterprises do not have a sound accounting system, and some of them cannot afford the cost of hiring a full-time accountant, thus creating this special industry. Accounting agency is to carry out financial activities such as building accounts, keeping accounts, issuing reports, registering accounts, and filing taxes for enterprises. The forms are divided into individual and company accounting. [0003] In the agency account industry, due to the large number of agency agencies, the market concentration is not high, the development is uneven, and the overall development is still in the growth stage. Most of the accounting agencies generally have the following problems: first, the files are chaotic, cumbersome to consult, and the customer relationship is chaot...

AI Technical Summary

Problems solved by technology

[0003] In the accounting industry, due to the large number of accounting agencies, the market concentration is not high, the development is uneven, and the overall development is still in the growth stage

Most of the accounting agencies generally have the following problems: first, the files are chaotic, cumbersome to consult, and the customer relationship is chaotic;

The accounting company will use the management system for management, but the existing management system mainly focuses on bookkeeping and tax declaration functions. It just transfers the cumbersome "offline bookkeeping" to "online", without optimizing the original bookkeeping process, and cannot Fundamentally solve problems such as customer management difficulties, high staff costs, and cumbersome bookkeeping and tax returns

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