692, rue Saint-Pierre, Terrebonne (Québec) J6W 1C8  (450)-729-8000

Home2024-01-30T21:41:32+00:00

SIMPLE, EASY AND BENEFICIAL

Progiciel Planigo

Automated Workflow

  • You notify Planigo that the information has been received by the customer;
  • Execution without your intervention;
  • Tasks automatically automated by Planigo in work calendars

Timesheets Easily Completed

  • Un tableau de saisie du temps s’ouvre automatiquement une fois la tâche terminée au calendrier de travail;
  • Everything is recorded in real-time in the customer’s work in progress.
Progiciel Planigo

Timesheets Easily Completed

  • A time tracking table opens automatically when a task in the work calendar is completed;
  • Everything is recorded in real-time in the customer’s work in progress.
Progiciel Planigo
Progiciel Planigo

Fast Invoicing and Accounting

  • Planigo lets you know when an invoice is due;
  • It opens your client’s current work and all you have to do is invoice the mandate;
  • Customer data, mandate, invoice text. Everything is integrated.

Real-Time Tracking of Mandates and Cost

  • You can see the evolution of projects;
  • Time budgets defined for every task;
  • Detailed time and budget variances.
Progiciel Planigo

Real-Time Tracking of Mandates and Cost

  • You can see the evolution of projects;
  • Time budgets defined for every task;
  • Detailed time and budget variances.
Progiciel Planigo
Progiciel Planigo

The advantages of Planigo?

See our comparator of 3 software packages on the market!

THE EASY-TO-USE BUSINESS SOFTWARE

Steps to get started quickly and easily.

étape 1

We retrieve your data from your new Planigo software.

étape 2

We provide template mandates and adapt them to your needs.

étape 3

You let Planigo know that you received the information and you get started.

étape 4

Planigo will look at the mandates to see what steps need to be carried out and will position the tasks in the identified employees work calendars.
And off you go!

THE EASY-TO-USE BUSINESS SOFTWARE

Steps to get started quickly and easily.

étape 1

We retrieve your data from your new Planigo software.

étape 2

We provide template mandates and adapt them to your needs.

étape 3

You let Planigo know that you received the information and you get started.

étape 4

Planigo will look at the mandates to see what steps need to be carried out and will position the tasks in the identified employees work calendars.
And off you go!

SATISFIED CUSTOMERS

Isabelle Veilleux
CPA Auditor, CMA
President, Cabinet Veilleux Comptabilité et Fiscalité Inc

Quote - Citation - guillemet

Thanks to Planigo.co, I can also efficiently manage my employee’s timesheets, invoice in a timely manner, control my work in progress and even track contacts with my potential customers. The implementation of the software was easily accomplished with members of my staff who have all appreciated this firm’s new work tool. They quickly realized the time savings that Planigo.co allowed as a result of data centralization, and this, for the whole team.

Témoignage

Francine Gélinas
FCPA, FCA
Honorary professor,
ESG-UQAM

Quote - Citation - guillemet

In this digital age, such a tool has an interesting training potential to integrate time management, mandate management, human resources management, invoicing, customer relations without having to resort to using multiple technological applications. I was impressed by this truly integrated tool, easy to use and really affordable.

Planigo
2021-11-15T11:49:08+00:00
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Isabelle Veilleux
CPA Auditor, CMA
President, Cabinet Veilleux Comptabilité et Fiscalité Inc

Quote - Citation - guillemet

Thanks to Planigo.co, I can also efficiently manage my employee’s timesheets, invoice in a timely manner, control my work in progress and even track contacts with my potential customers. The implementation of the software was easily accomplished with members of my staff who have all appreciated this firm’s new work tool. They quickly realized the time savings that Planigo.co allowed as a result of data centralization, and this, for the whole team.

Témoignage

Francine Gélinas
FCPA, FCA
Honorary professor,
ESG-UQAM

Quote - Citation - guillemet

In this digital age, such a tool has an interesting training potential to integrate time management, mandate management, human resources management, invoicing, customer relations without having to resort to using multiple technological applications. I was impressed by this truly integrated tool, easy to use and really affordable.

Planigo
2021-11-15T11:54:34+00:00
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Planigo

8 GOOD REASONS TO USE THE PLANIGO SOFTWARE PACKAGE

PLANIGO OPENS YOUR MAIN TOOLS DIRECTLY IN YOUR WORK CALENDAR

Taxprep

YOUR TOOLBOX

Planigo has a rich toolbox that you will greatly appreciate to evaluate your results, set standards and improve your accounting firm’s performance.

Progiciel Planigo

YOUR TOOLBOX

Planigo has a rich toolbox that you will greatly appreciate to evaluate your results, set standards and improve your accounting firm’s performance.

Progiciel Planigo
Progiciel Planigo

BUSINESS SOFTWARE FOR ACCOUNTING FIRMS

A business software package is a set of computer programs integrated into a tool developed to serve a business.
Planigo is developed specifically to facilitate the management of an accounting firm.

BLOG

VIDEO TIPS

VIDEO TIP

Why standardize the steps in the production of a mandate?

VIDEO TIP

Optimal time management

VIDEO TIP

Integrated communications for high efficiency

COORDONNÉES

  • 692, rue Saint-Pierre
    Terrebonne (Québec) J6W 1C8

  • Normand.coulombe@planigo.co

  • (450)-729-8000 poste 222

  • Heures d’ouvertures
    Du Lundi au vendredi: 9 h à 17 h
    Samedi et dimanche: fermé

LIENS UTILES

Notre politique de confidentialité

INFOLETTRE

 PLANIGO  2021
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