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Client file

Everything we have written about Client file — practice stories, background and concrete tips for bookkeeping and accounting firms.
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6 articles on Client file

The org chart with three parent companies and their ownership percentages above the client

14 August 2026

The company structure as an org chart: multiple parent companies per client

The client file shows the company structure as an org chart — and a client can be linked to multiple parent companies, each with its ownership percentage.

The org chart on the client card, with the holding company above its subsidiaries

18 March 2026

Holdings, subsidiaries and branches: client hierarchy in Offsoo

One client is rarely one entity. What changes when the group structure lives in the software instead of in the account manager’s head.

Clients and projects from Simplicate in Offsoo client management

24 September 2025

Synchronising clients and projects from Simplicate into Offsoo

Firms using Simplicate as their CRM had to maintain their client list twice. The Simplicate connection pulls clients and projects across automatically.

Searching the Dutch commercial register while creating a client in Offsoo

17 March 2025

Client data that keeps itself current: the KVK connection

Address and name changes rarely reach the firm before post goes astray. The KVK connection is on by default for every client and keeps the company details current.

The Offsoo client file with company details and contact

22 January 2024

Why a CRM means something else in accountancy

An accounting firm does not sell something new every week — it serves the same clients for years. That calls for a client file next to the planning, not a sales funnel.

The Offsoo planning grid with clients and activities

25 May 2023

What Offsoo does for an accounting or bookkeeping firm

Monthly and annual planning, time tracking, tasks and client management in one environment — and emphatically not bookkeeping or invoicing software. What is in it and what is not.

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