Shops, accounting firms, PRO offices and law offices
Shops and professional offices both handle other people's money and papers. For shops, this shelf has layaway and deposit registers, stamp card and loyalty points, staff sales target statements and margin alerts after a cost rise. For accountants, PRO offices and law offices it has client deadline calendars, document chase and custody registers, fee and charge split trackers, hearing diaries and time entry statements. These are record-keeping aids, not legal or tax advice.
Official Zeyto products
12 products, cheapest first
Each page says what you get and what you still do yourself.
Accounting Firm Client Document Chase TrackerStart hereOffline tracker for the documents an accounting firm needs from clients each month. Standing lists, one request per client, document and month, a chase log with promised dates, a Chase today list with WhatsApp messages, and a printable list of what is missing.
Client Original Document Receipt and Movement RegisterOffline register of clients' original documents. Each original gets a receipt number and a printed receipt, every move to a runner, counter, bank or court is logged with who holds it, and the Today page lists originals out of the safe, past their return date or held too long.
Cost Rise Margin Alert and Reprice List for ShopsOffline app for shops that sell at a fixed shelf price. Record every new supplier cost, and see which items now earn less than your target margin, which sell below cost, the price that restores the margin, and a printable list of shelf prices to change.
Shop Layaway and Reserved-Item Deposit RegisterOffline register for items a shop sets aside against a deposit. Each reservation shows paid, balance, shelf location and hold end date. Flags thin deposits, holds ending soon, fully paid items to hand over, and deposits to give back after a cancellation.
Shop Staff Sales Target and Incentive StatementOffline app for shops that pay sales staff an incentive. Enter daily sales and returns for each person, set monthly targets and your own incentive bands, and see achievement, pace and incentive. Print a month statement for each person to sign.
Shop Stamp Card and Loyalty Points RegisterOffline loyalty register for a small shop. Points or one stamp per visit from each purchase, rewards you define, a check that nobody redeems more than they have, who is ready for a reward, who is close, and who has not been seen for a while. WhatsApp messages are opened for you.
Accounting Client Deadline Calendar and Risk ListOffline deadline calendar for an accounting office. You enter each client's due dates. The app shows them on a calendar, flags overdue dates, missing documents and work that is behind, warns about dates on your weekend, and rolls filed repeating jobs forward.
Bookkeeping Monthly Work Board and Fee BillingOffline work board for a bookkeeping practice. One job per client per month moves from Waiting for documents to Delivered. Each job carries hours, fee, extras and invoice and payment status, and the app shows the fee earned per hour for each client.
Law Office Case File Index and Hearing DiaryOffline case file index and hearing diary for a law office. File numbers, clients, court case numbers, the lawyer in charge and where the file is kept, plus one diary of hearings and filing dates with clash checks, adjourned hearings to re-book and files that have no next date.
Law Office Time Entry and Disbursement StatementOffline time and disbursement statement for a law office. Lawyers log minutes against a file at their own hourly rate, costs paid for the client are recorded, and one tap prepares a statement per file with fees, discount, costs, VAT rate you set and payments received on account.
PRO Office Client Document Expiry Reminder SheetOffline expiry sheet for a PRO officer who looks after many client companies. Documents per client with expiry dates, a reminder ladder you set, a log of every reminder sent, the renewal fee quoted, a daily list of who to message and one tap to create the next renewal.
PRO Office Transaction Tracker with Fee and Charge SplitOffline transaction tracker for a PRO office. Each transaction keeps the charges paid for the client apart from the office fee, advances are matched against charges paid, and a client statement and a list of clients the office is paying out for are one tap away.
Other shelves
Another kind of business?
- Clinics, dental practices and small offices10 products
- Salons, barbers, gyms, tutors, nurseries and schools16 products
- Laundry, car wash, car rental, workshops and cleaning15 products
- Event planners, travel agents, photographers and security companies11 products
- Florists, cake makers, meal-prep kitchens and cafes8 products
- Handymen, AC contractors, freelancers, consultants and property agents11 products