EFFE Consulting

The Client Accounting & Payroll Management module centralizes all financial and salary-related activities in a unified environment, ensuring accuracy, consistency, and full traceability across client mandates. It supports end-to-end bookkeeping, from general ledger management to periodic closings and financial statement preparation, while also handling complete payroll cycles including salaries, benefits, social contributions, and employee data administration. Built-in AI capabilities enhance efficiency by automatically importing financial data, recognizing patterns in bank transactions, and performing intelligent reconciliations that significantly reduce manual workload. The module also streamlines payroll processing through automated calculations, compliance checks, and year-end summaries, with all documents seamlessly archived in the integrated DMS. By combining powerful automation with flexible workflows, it enables fiduciary teams to deliver timely, compliant, and high-quality accounting and payroll services for every client.

With EFFE Consulting you always keep an eye on your leads and opportunities. Classify contacts and gain an overview of current qualifications at all times. Create customised reports for effective lead and opportunity management.

EFFE Consulting’s integrated time recording automatically captures activities such as meetings or calls and generates activity reports after completion, so you always know where resources are used.

EFFE Consulting includes secure long‑term document storage based on blockchain technology. Store sensitive documents in a future‑proof structure; hashes ensure integrity while originals remain encrypted within EFFE.

With the EFFE Consulting license, you can have standard functions adapted to your specific needs so that EFFE integrates optimally into your fiduciary processes.

Our software specialists continuously work on new functions and processes to support your daily fiduciary activities. As an EFFE Consulting user you receive access to all new features and benefit from unlimited software updates.

Seamlessly connect EFFE with the Microsoft 365 ecosystem to enhance collaboration, productivity, and document-driven workflows. The integration enables users to work within familiar tools while maintaining full data consistency across the CRM, ERP, and DMS modules.

As an EFFE Consulting client you benefit from training sessions each year. Our specialists train your staff on existing and new EFFE functions and can address individual needs on request.

Combine system and document languages – English, German, French and Italian – and meet your clients at eye level.