Who it is forAccounting and advisory

Every engagement on time,
without chasing documents

Annual accounts, tax returns and bookkeeping with hard deadlines. Oumnio sets up engagements, lets clients upload documents in the portal and collects their sign-off digitally.

Start free trialHow it works in practice
Ready for your organisationIndustry: Accounting & advisory
MODULES SWITCHED ON
My dayRecurring workClient portalSupportKnowledge baseFormsSalesContractsData processing agreement
PROJECT TEMPLATES
Prepare annual accounts
Personal income tax return
Quarterly VAT return
Onboarding a new client
TERMINOLOGY
Projects → EngagementsTickets → QuestionsContracts → Engagement letters
Everything can be adapted to the way you workReady at sign-up
SOUND FAMILIAR?

Where your time goes every week

Documents by email and file transferUploads in the portalClients upload documents to the right engagement, with an overview of what is still missing.View client portal →
Deadlines in your headEvery engagement with a deadlineQuarterly VAT returns and annual accounts per financial year come back by themselves.View projects →
Sign-off by postClient sign-off, digitallyThe client approves the annual accounts in the portal and signs the engagement letter online.View sales →
HOW IT WORKS IN PRACTICE

From requesting documents to filing

An example of annual accounts, from requesting the documents to filing.

Bank statementsUploaded
Inventory listMissing
Step 1Request documentsThe engagement is set up and the client gets a document request in the portal.
Prepare annual accountsIn progress
Peer reviewScheduled
Step 2In progressThe Prepare annual accounts template sets up the tasks, with a peer review.
Annual accounts 2025Signed off ✓
Engagement letterSigned ✓
Step 3With client for sign-offThe client reviews the documents in the portal and signs off digitally.
EngagementClosed
Hours12 h
Step 4File and closeThe engagement moves to Filed and closed. The hours are ready to invoice.

What you will use most

Projects and planning
Projects, tasks, My day and workloadTime tracking and invoicing
Timer, hours and ready to invoiceClient portal
Under your own logo and domainSupport and knowledge base
Tickets with response times and ratingsSales and contracts
Pipeline, proposals and digital signingIntegrations and API
CSV import, calendar, API and webhooks
Working in a different industry?
Marketing and web agenciesIT service providersConstruction and installationInternal teams

Ready for calmer engagement work?

Choose "Accounting & advisory" when you sign up and everything is ready. 14 days free, no payment details.

Start free trial