Digital Accounting Processes with Personalised Client Correspondence

A fiduciary and accounting firm wanted to manage its entire client workflow within Odoo, from bookkeeping and annual financial statements to tax-related documents and client communication.

While many processes have become digital, a significant number of clients still prefer receiving important documents by postal mail. Examples include tax returns, annual financial statements, management reports, and other official documents.

The challenge was to maintain a highly digital internal workflow while still providing a professional and personalised experience for clients who prefer traditional communication methods.

Soludoo extended Odoo with a client correspondence module that allows accounting professionals to create personalised cover letters directly within their existing workflow.

When generating documents such as tax returns, balance sheets, income statements, annual reports, or other client documents, users can add a customised cover letter directly from Odoo.

The cover letter can include predefined options and instructions using configurable checkboxes, such as:

1. For your review
2. For your approval
3. For your signature
4. For submission to the authorities
5. For your records
6. For information purposes
7. Action required

This enables the accounting team to create professional document packages directly from Odoo without switching between multiple systems or manually assembling documents.

All correspondence remains linked to the customer record and can be managed within a centralised workflow.