Kletta for Accountants
Kletta For Accountants provides
Accountants with an innovative and easy to
use platform for management of their Sole
Trader clients with a practice portal for
communication with their clients, and a Free
App to distribute to their sole trader clients -
so they can run their business and keep
records of their daily activities
Kletta means better accounting for sole traders.
Dedicated Portal - Kletta for accountants Dashboard becomes the hub of your sole trader business admin.
In App chat - support your sole traders instantly.
Remote access - control the input in your clients app.
Invite clients directly from the Portal - they receive invitation and follow onboarding steps.
Dedicated Kletta support for practises with Kletta 'Partner pack' of resources and guides to support your and your sole traders journey.
Kletta Media pack to enable you to market and grow your Kletta sole trader practice.
Kletta Community - beyond newsletters adn normal annual timelines. We will provide opportunity for your partners to exchange ideas and mutual support your "Kletta Accounting hub" from within your portal.
Within the portal you have available in app chat – so no more lengthy email conversations back and forth, both you and your clients can ask and answer questions in easy conversation, and with our grant access feature, you can take control of inputs on behalf of your clients – for error free, straight forward issue resolution.
From the portal dashboard you can see an overview of all your sole traders activity and choose individual accounts to access and manage – it really is a great accounting experience.
Each day accounting for Sole Traders becomes better with Kletta.
Why Kletta?
Partnering with Kletta means making your Sole Trader services easier to provide and support than ever.
Kletta features
With a full accounting toolkit your Sole Trader clients have everything they need in one place to keep accurate records up to date, putting you in a great position to save time and add value whilst providing excellent customer service and support with great features such as in-app chat and remote access to your clients app.
Kletta integrations.
Bank connections.
With Kletta your Sole Traders have the choice to connect their bank accounts to see all their business related bank account transactions within the app.
Connected bank accounts will show fully automated reconciled business related transactions – payments will show the related invoice as paid and available balance from cashflow in app and the practice portal.
If Sole Traders are not ready to connect their bank account then, no problem – use Kletta for daily business tasks and keep all records managed within the app.
Simply mark sales invoices as Paid in app when bank payments are received to update the business’ cashflow position.
Coming Soon...
Kletta Plans to suit every one of your sole trader clients
Non VAT registerd Sole traders – available now
For Sole traders + VAT – coming soon
For Ltd Companies – coming soon
For Ltd Companies + VAT - coming soon
Kletta for Accountants.
Partnership offering.
Kletta offers partners a fully supported 1 month FREE trial.
We will support you in onboarding your sole traders & be on hand for any questions you may have.
We do this with a Partner Enablement Program kick-off meeting to plan your next steps and support your success with monthly review meetings – utilising our Partner Pack of resources containing e-mail templates, onboarding presentations, user guides, library of support videos and other great content for you and your sole traders to have a great experience with joining Kletta.
And of course we are also available to you at any time, so you can simply book a support call in our calendar from within your Practice Portal.
Kletta enjoys helping to give our partners more of their time back to grow their business– be that in helping you in growing your sole trader estate or you utilising that time to provide value add services to your clients.
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Access relevant transactions and receipts in just a few clicks
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Review and amend records within a few seconds each day
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Complete ITSA year and more quickly and submit at a less busy time of year
In our mission at Tandem Business Solutions to support Sole Traders and business start ups, we always recommend the Kletta App to our clients.
We simply love the fact that the functionality of the App identifies and satisfies the needs of a Sole Trader.
This means we can further support our clients whenever needed, simply by logging into their app. The level of support Kletta enables my practice to offer our client base is a real win-win scenario for all.
Stewart Brown, Managing Director,
Tandem Business Solutions Ltd
Accounting Insight love that the Kletta App enables small self-employed sole traders to manage their business finances easily on to move.
It includes the ability to record mileage accurately daily, snap photographs of receipts, instantly issue an invoice to a customer, and if necessary get paid immediately.
With our help and support when needed clients know how much to save regularly to meet their tax bill. We highly recommend Kletta.
Gill Fitzpatrick, F.I.B.C.
Managing Director, Accounting Insight Ltd
Kletta for Accountants Trial.
Start your Kletta for Accountants Trial Today
Quick registration gives you access to your dedicated Kletta Practice Cloud Portal where you can perform all the tasks needed.
On registration you will receive a welcome email providing you with all assets you need – the same assets are permanently available to you within the portal. So you can run your practice with all the support you need.
Additionally you can Book a start up session with us directly from the Portal where we can discuss all the support you need and answer any questions to set up your trial for success.
We will take care of onboarding your sole traders for you – we have great assets and resources within our program – and to get everyone on the same page as quickly as possible.
Kletta for Accountants Webinar.
Let us demonstrate to you how Kletta makes life easy for Accountants & their Sole Trader clients.
Join one of our weekly “Meet and Greet” webinars where you can meet other practices that are new to Kletta and ask questions of customer success and founders.
If not yet a Kletta practice partner – feel free to join and learn more about Kletta. Looking forward to seeing you on one soon.
Every Wednesday at 12.30 pm
