Every engagement and deadline under control, without spreadsheets or sticky notes
Deadlines in spreadsheets, reminders in email and control documentation spread across several places make it easy to lose track. Noregna Progress brings every client, engagement and deadline into one place, and every step in bookkeeping, payroll, invoicing and year-end is logged with its deadline, who did it and when. Reminders, client due diligence and quality control happen in the same system.
At a glance
- A full overview of engagements and deadlines for the whole firm
- Bulk reminders for vouchers and payroll basis
- Client due diligence and risk rating under the anti-money-laundering rules
- Quality control and internal control documented as you go
- Every step logged with who, when and a comment
- Clients created with details from the Brønnøysund registers
What you get in Progress
Dashboard and deadlines
- A deadline overview of what is overdue, due today, due within three days and due later, for bookkeeping, payroll and invoicing.
- A reminder list of everything due in the next seven days, with comments straight from the dashboard.
- A capacity view showing open and overdue deadlines per employee.
- Each user picks their own insight cards, such as anti-money-laundering status and the latest changes in the Brønnøysund registers.
Clients and engagements
- Create clients by searching the Brønnøysund registers by name or organisation number, or import your whole client list from Excel.
- The client card holds the profile, contact persons, auditor, due diligence, engagement letter, powers of attorney and every email sent to the client.
- Set delivery deadlines, VAT period, pay date and invoicing basis, and let the system create every deadline for the engagement in one click.
- Filter the client list by engagement lead, employee and industry, or show only your own clients.
Bookkeeping, VAT and vouchers
- A view per client and month of vouchers requested, received, posted, bank reconciled, VAT filed, books up to date and period reports sent.
- Voucher reminders to one client or as a bulk reminder, where clients who have already delivered are left out automatically.
- Bank reconciliation per account and VAT reconciliation per period, saved as PDF.
- Open items are imported from Excel, and the client uploads missing receipts themselves in the client portal.
- Special filings such as RF-1321, BASIL, RF-1005 and NAV reimbursement claims get their own deadlines.
Payroll and invoicing
- The whole payroll cycle per month: basis requested and received, payroll run, payslips sent, employer's contribution and tax withholding reconciled, A-message and annual statement.
- Bulk reminders for payroll basis, with the same recipient check as for vouchers.
- Invoicing per month, from basis received to invoicing done.
- The client confirms delivery or reports "not applicable" in the client portal, and the firm approves in one click.
Year-end
- Preparation step by step: opening balance checked, reconciliations, inventory, accruals and documentation of balance sheet items.
- Shareholder register statement, tax return and annual accounts with a status per client.
- Trial balance reconciliation per line with comments and attachments, with import and export.
- Requests for shareholder information go to the client from a ready email template.
Anti-money laundering and client due diligence
- The client completes the due diligence themselves through a secure link, covering beneficial owners, PEP status and source of funds, and signs electronically at the end.
- The certificate of registration is fetched from the Brønnøysund registers.
- An annual risk rating of low, medium or high, with reasons you can reuse.
- Ongoing measures with enhanced checklists for industries such as restaurants, construction, cleaning, transport and taxi. The system suggests a checklist from the industry code.
- The status page shows which clients lack a risk rating or ongoing measures.
Quality control and internal control
- A checklist for taking on new clients, engagement-level control and employee control, with a deviation report.
- Internal control and quality control for the firm, built on the Accountants Act, GRFS, the risk management regulation and the anti-money-laundering rules.
- An overall quality score and an overview of what is done, coming due or overdue.
- Continuing education is recorded per employee, and the requirement for state authorised accountants is calculated automatically.
Agreements, powers of attorney and email
- The engagement letter is assembled automatically from the client's details and the services that are switched on.
- Altinn and bank powers of attorney for chosen employees, with a register of them.
- Email to all clients or a selection, with placeholders that fill in each client's details.
- Requests to the previous accountant are sent and answered digitally.
How it saves your firm time and gives you control
No deadline falls through the cracks
Deadlines are created from the setup on the client card and shown together. What is urgent is flagged on the dashboard, whoever is responsible.
Reminders take minutes, not an afternoon
The bulk reminder goes to everyone missing vouchers or payroll basis, and skips those who have already delivered.
Documented when the review comes
Every step is saved with who, when and a comment. Due diligence, risk ratings and quality control are ready as PDFs.
Management sees where the firm stands
Capacity per employee, anti-money-laundering status and the quality score show where effort is needed, without asking around.
How it works
- 1
Create the client
Look the company up in the Brønnøysund registers and the details are filled in.
- 2
Set up the engagement
Choose services, VAT period and delivery deadlines, and let the system create the deadlines.
- 3
Work from the dashboard
See what is due, remind clients and tick off the steps as you go.
- 4
Document as you go
Due diligence, reconciliations and quality control are saved per client.
Works together with
See Progress in practice
A demo takes about half an hour. We show you how Progress fits into your firm's day, and answer whatever you want to know.