Knowledge for firms.
29 July 2026
The MCP connection: an AI assistant that can read the planning
Offsoo has gained a connection that gives an AI assistant read-only access to the firm’s own environment. What it delivers, and where the boundary sits.
16 June 2026
Staffing during peaks and absence: keeping the work visible
One sick note in a team of six shifts an entire week. What it takes to redistribute work without a file falling through the cracks.
19 May 2026
What planning software costs an accounting firm
A licence price says little without the costs around it. A worked example per firm size, plus what to watch for when comparing packages.
14 April 2026
Planning the VAT round without separate lists
Rebuilding the same client list every quarter costs time and produces no overview. Here is how the VAT return is configured once and then appears in the right months by itself.
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.
17 February 2026
The Offsoo app rebuilt, with time tracking included
The Offsoo mobile app has been rebuilt from the ground up. Time tracking is new, the monthly and annual planning have been renewed — and existing users download the app again.
13 January 2026
Spreading annual accounts across twelve months
Year-end work piles up in spring because it only gets scheduled once the paperwork arrives. Here is how a firm distributes annual accounts across the whole year in advance.
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.
10 September 2025
Offsoo vs. monday.com for accounting and bookkeeping firms
monday.com is a strong, generic work platform. For accountancy processes that mainly means building it in-house. Where it differs from an industry-specific solution.
13 August 2025
Offsoo alongside Exact Online: where planning belongs
Exact Online is bookkeeping software; Offsoo is planning and time tracking for the firm itself. Where the distinction sits, and why the two do not replace each other.
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.
24 February 2025
Getting started with Offsoo in four steps
From trial to a filled monthly and annual planning, in a handful of hours spread over a few sessions. The four steps, with what each one needs.
10 April 2024
Choosing capacity planning for an accounting firm
Capacity planning does not start with a tool but with one question: does next month’s work fit in the hours available? What to look for when choosing.
23 February 2024
Time tracking: from filling in to reading off
Hours reconstructed from memory on a Friday afternoon rarely add up. What makes time tracking usable, and what can be read from it afterwards.
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.
20 October 2023
Automating the administration process: which actions disappear
Automation in a bookkeeping practice is rarely about the work itself. It is about the actions around it: assembling lists, chasing status and retyping data.
25 September 2023
Preparing a firm for a change of software
New software rarely fails on the software. It breaks down on ownership, on the moment of switching, and on the old system that keeps running.
21 July 2023
Remko Tel of RT Administratie on planning and workload
Dutch trade title Accountancy van Morgen spoke with Remko Tel of RT Administratie about planning under high workload and a tight labour market. What that piece says about Offsoo.
7 June 2023
Offsoo vs Excel: when a spreadsheet no longer holds
Excel is not the problem — the role it gets is. Five places where a planning in a spreadsheet breaks down, and when a spreadsheet remains perfectly adequate.
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.
Calm planning starts today.
Start today in a pre-filled trial environment, or plan a demo with the team.