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Module · Client management

Every client file in one place.

Address details, KVK, contacts, holding structures, hours, and tasks — everything around the client central, dossier keeping in order.

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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.

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.

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.
Connections · KVK, Simplicate, API, and MCP

KVK, Simplicate, an open API, and AI assistants.

Client data comes straight from the KVK register, Simplicate keeps clients and projects in sync, the open API connects with the rest of the firm’s software, and through the MCP connection AI assistants like Claude and ChatGPT answer questions about clients, planning, and hours.
  • KVK integration for current client data.
  • Simplicate connection for clients and projects.
  • Open API: read and write clients, projects, planning, hours, and tasks, with rights per token.
  • MCP connection for any AI assistant.
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.

Every client fully in view, in one system.

Start today in a pre-filled trial environment, or plan a demo with the team.

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