For accounting firms

Tax deadlines, 20 clients, and a mess of tasks — Voiset will get everything in order in 5 minutes

Accountants spend up to 30% of their work time not on crunching numbers but on managing tasks. 
Running an outsourced accounting firm means juggling dozens of clients — each with their own requests, deadlines, and expectations. Voiset keeps all client communication, tasks, and deadlines in one place, so your team always knows what's urgent, who's responsible, and what to tell the client — without digging through email threads or group chats.

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Free for 14 days

Setup in 2 minutes

iOS и Android

Accounting firms

What accountants gain in the first month

8 hours per week

the average accountant saves time on routine tasks

0 deadlines

missed among users over the past quarter

3× faster

Task creation with voice vs manual input

Smart calendar with AI planning
Use Cases

How Voiset helps accountants in their day-to-day work

Accountants are constantly juggling multiple tasks: dozens of clients, tax deadlines, team assignments, and meetings—all at the same time. Voiset takes care of the organization so you can focus on what matters.

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↓ 60% of overdue tasks

Tax Season Without the Rush

Track VAT, income tax, and quarterly report deadlines per client. Store contracts, acts, and reports attached to the relevant client task.

↑ Expense tracking made simple

Monthly Expense Reporting

Upload invoices directly to tasks — everything stays in context. Assign expenses to clients or projects for clean, client-ready reports

↓ 90% of the time is spent on data input

A Voice Instead of Routine

You never have time to open your laptop between meetings. And by the end of the day, you can't remember what you needed to write down. Voiset is always there for you.

Everything an accountant needs—all in one app

No separate tools for tasks, meetings, and notes. Voiset brings everything together in one place—and uses AI to automate routine tasks so you can spend your time working with clients instead of managing lists.
View all plans

Capture tasks the moment they come up

After a client call, between meetings, or on the way back from a site visit — just say it out loud. Voiset turns your words into a structured task with the right client, deadline, and priority set automatically. No more "I'll write it down later" that never happens.

Smart auto-scheduling

AI analyzes your current workload and automatically suggests the best time slot for each new task—without overloading your schedule or conflicting with existing appointments.

One workspace per client

Outsourced accounting firms juggle dozens of clients — each with their own tasks, invoices, and deadlines. Voiset gives every client a dedicated workspace where your team stores documents, tracks tasks, and communicates without mixing up files or missing a thing.

All documents where they belong

Invoices, expense receipts, travel documents, contracts — everything gets attached directly to the task it relates to. Upload invoices as they arrive, log business trips with supporting files, and set a recurring monthly task so your team always knows where to submit expense reports.

An Accountant's Workday — Before and After Voiset

The problem isn’t that accountants aren’t doing their jobs well. The problem lies in the tools: tasks are scattered across messaging apps, deadlines are kept in people’s heads, and the team only finds out about urgent tasks at the last minute. Voiset is changing this systematically.

Without Voiset

Tasks are scattered, deadlines come too late, and evenings turn into catch-up.

Tasks are scattered across messaging apps, stickers, and Excel

Keep client deadlines in mind or write them down in a notebook

Switch between 4–5 instruments a day

The team isn't aware of each other's priorities and workload

In the evening, write down “what to do tomorrow” in your notes

Loss of time and motivation

With Voiset

One tool—the whole picture. AI handles scheduling, reminders, and workload distribution.

All tasks in one place, created by voice in 5 seconds

AI sends reminders about deadlines 3–7 days in advance

One app for tasks, meetings, and documents

Transparent workload for each employee

The next day is all planned out—the AI has set the priorities

Saving 30% of your time and feeling confident

How it works in practice

How an Accounting Firm Can Get Through Tax Season Without the Rush

The agency can set up Voiset in just one business day—without the need for an IT specialist or a lengthy onboarding process.

Before Voiset: Tasks were managed via a general WhatsApp chat and personal notebooks. In April, the manager spent 1.5 hours a day just collecting status updates from the team. One client received their tax return a day after the deadline—the agency lost them a month later.

Settings

Process

Result

Switch between 30 clients in seconds — each one is clean, structured, and up to date

They enter client deadlines using voice commands

Connect external calendars

Upload invoices as they arrive and attach them to the monthly expense reporting task.

For accounting firms
Small business tasks
Master calendar
Macter calendar

See all clients and projects in one calendar view

When you're managing 20+ clients at once, a single shared calendar quickly turns into noise. Voiset gives each client and project its own colour-coded workspace — so you always know what's due, who owns it, and how the week looks across the whole team.

See your clients' week in one view
Booking tips

Let clients book calls directly — no back-and-forth emails

Stop the "when are you free?" thread. Share a personal booking link with your client and let them pick a time that works — Voiset checks your calendar automatically and only shows genuinely available slots.

Get your booking link in 2 minutes — free
Booking

Integrations you need every day

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Zoom

Join client calls in one click — no link searching, no "where's the meeting?" in the chat

Connect Zoom
Google meet

Invite clients to a call directly from Voiset — no emails, no link forwarding, no extra steps

Connect Meet
Outlook calendar

All your client appointments land in Voiset automatically — tasks and meetings, finally in one place

Connect Outlook
ChatGPT

Ask ChatGPT to draft client summaries, flag tax optimization opportunities, or review document checklists

Try GPT's power

Frequently asked questions

What is the best task management software for accounting firms?

Accounting firms need more than a generic to-do list — they need a tool built around client deadlines, document management, and team coordination. Voiset combines AI-powered task scheduling, voice input, and client workspaces in one place, making it purpose-built for outsourced accounting teams managing multiple clients at once.

How does Voiset help outsourced accounting firms manage multiple clients?

Voiset lets you create a dedicated workspace for each client — with their own tasks, deadlines, invoices, and documents all in one place. Your team sees who is responsible for what across every client, and AI automatically prioritizes tasks based on upcoming deadlines. Switching between 30 clients takes seconds, with full context always available.

Can Voiset track tax deadlines and send reminders automatically?

Yes. You can set recurring deadline reminders per client — for VAT returns, income tax filings, quarterly reports, and payroll submissions. Voiset notifies the responsible team member 5–7 days in advance so nothing gets missed. You can also create recurring monthly tasks for expense reporting, invoice uploads, and document submissions.

Does Voiset integrate with Google Calendar and Outlook?

Voiset syncs with both Google Calendar and Outlook Calendar. All your client meetings, calls, and appointments appear inside Voiset automatically — so your tasks and calendar stay in one view. When you schedule a new task, the AI avoids conflicts with your existing meetings. You can also invite clients to Google Meet or Zoom calls directly from Voiset without switching apps.

Is Voiset free for accounting firms?

Voiset has a free plan that you can use indefinitely — no credit card required. It includes core task management, voice input, and calendar sync. For accounting firms that need team workspaces, advanced analytics, and priority support, paid plans are available. You can try all features free for 14 days to see if Voiset fits your team before committing.

Voiset for accounting agencies

Take your accounting management to the next level: increase efficiency with Voiset and AI!