Module · Client management
Client management for accounting firms.
Every client file in one place. Address details, KVK, contacts, holding structures, hours, and tasks — everything around the client central, dossier keeping in order.
No payment details required · cancel any month
Clients / 10010 · Noorderpoort IT B.V.
BV
OverviewPlanning7HoursTasks3Log
General information
Client number:10010
Email address:info@noorderpoortit.nl
Phone:+31 38 4267910
KVK number:37101234
VAT number:NL861204957B01
IBAN:NL69 RABO 0345 7496 72
Account manager
HMHidde MulderBookkeeper
Contacts
J. van der HeijdenMANAGEMENTS. MeijerFINANCE
Address
Schoolstraat 85 BUSINESS
8032 AC, Zwolle · Netherlands
Postbus 214 POSTAL
8000 AE, Zwolle · Netherlands
The full structure in view.
From a single holding to a web of parent companies with shareholding percentages — the company structure around each client in view, right in the client list too.
- Simple and complex structures alike.
- Shareholding percentages between companies.
- Clickable, zoomable, and exportable.
Company structure / Rivierwijk Techniek B.V.
12 entities
Bosstad Bouw10035
Oosterrijck Media10020
Westerrijck Proj.10038
35%25%40%Kanaalstede Log.10121Duinbrug Beheer10124
Amstelpoort10131
100%100%Rivierwijk Techniek10040
One dossier, everything connected.
From KVK, VAT, and IBAN details to projects, planning, hours, and a log — everything around the client together.
- Address details, KVK, VAT, and IBAN central.
- Contacts with roles and files.
- Tags for legal form or AML (WWFT) classification.
- Projects, planning, hours, and tasks per client.
Clients / 10010 · Noorderpoort IT B.V.
BV
FILES3
xlsxTrial balance 2025.xlsx196 kB15 July
pdfAnnual accounts 2025.pdf842 kB14 July
pdfEngagement letter.pdf118 kB3 July
LOG5
ASAnouk uploaded the trial balance15 July
SVSanne filed the annual accounts with the KVK15 July
NKNina ticked off the payroll-tax reconciliation14 July
HMHidde filed June's VAT return11 July
SVSanne added a contact3 July
Create a client without retyping anything.
Type the company name, pick the branch from the KVK register — the KVK number and details fill in on their own. Fewer typos, always current.
Clients / All clients
812 clients
+ Add client10010Noorderpoort IT B.V.New
HMNK
10001Van Dijk Beheer Holding B.V.Holding
DAMV
└10002Van Dijk Vastgoed B.V.BV
DA
└10003Van Dijk Installaties B.V.BV
DALD
10014De Haan Logistiek B.V.BV
HMTV
10018Bakkerij VermeulenSole trader
YE
10020Oosterrijck Media Holding B.V.Holding
MVTVNK
10024Lindehof Vastgoed B.V.BV
TV
10027Peeters & PartnersVOF
DA
Connections · KVK, API, and MCP
KVK, an open API, and AI assistants.
Client data comes straight from the KVK register, the open API connects with the rest of the firm’s software, and through the MCP connection AI assistants like Claude, ChatGPT and Copilot answer questions about clients, planning, and hours.
- KVK integration for current client data.
- Open API: read and write clients, projects, planning, hours, and tasks, with rights per token.
- MCP connection for any AI assistant.
Client management / Connections
3 connections active
K
KVK integrationName, address and legal form straight from the trade register
ACTIVEOpen APIRead and write clients, planning, hours and tasks — rights per token
ACTIVEAPI key
sk_live_••••••••••••4f2aCopyMCP connectionClaude, ChatGPT and other assistants read along
CONNECTEDWhat is the holding structure of Rivierwijk Techniek?
Three holdings: Bosstad Bouw (35%), Oosterrijck Media (25%) and Westerrijck Proj. (40%).
And who is the account manager?
Hidde Mulder — bookkeeper.
The client file is the base — planning and hours run on it.
See the planning ›The client base, in a pocket.
Check clients, planning, and status and update them on the go, in the Offsoo app for iOS and Android.
- Client data and files always at hand.
- Notifications for mentions and deadlines.
9:41
Client details812 clients
Van Dijk Beheer Holding B.V.#10001HOLDING2 PROJECTS
DAMVVan Dijk Vastgoed B.V.#10002BV2 PROJECTS
DAVan Dijk Installaties B.V.#10003BV2 PROJECTS
DALDNoorderpoort IT B.V.#10010BV2 PROJECTS
HMDe Haan Logistiek B.V.#10014BV2 PROJECTS
HMTVBakkerij Vermeulen#10018SOLE TRADER2 PROJECTS
YEOosterrijck Media Holding B.V.#10020HOLDING2 PROJECTS
MVTVNKLindehof Vastgoed B.V.#10024BV2 PROJECTS
TVPeeters & Partners#10027VOF2 PROJECTS
DAQuestions about client management
Name and address, KVK, VAT and IBAN numbers, contacts with their roles, notes, files and the company structure. Alongside that, each client keeps its projects, planning, logged hours, tasks and a log together.
When a client is created, the company name is looked up in the KVK and the right establishment is picked. The KVK number and company details are then filled in automatically, without retyping.
Yes. The company structure around a client sits in the file as an organisation chart, from a simple chain to several parent companies with shareholding percentages. Every company in the chart is clickable, the view can be exported, and in the planning subsidiaries sit indented under their holding.
The KVK connection for client details, an open API with API tokens for the firm's own integrations and automations, and a sync of clients and projects with Simplicate. Through the MCP connection, an AI assistant such as Claude answers questions about clients, planning and hours.
Every client fully in view, in one system.
Start today in a pre-filled trial environment, or plan a demo with the team.