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Industry Solutions/Fiduciaries and accounting firms

Your firm,every deadline met.

For fiduciaries, accounting firms and corporate service providers in Luxembourg: clients, engagements, statutory deadlines, AML/CFT due diligence, payroll, tax and fees in a single tool, with the whole of Odoo behind it.

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Firm dashboard, fictitious data
Statutory deadlinesVAT, OSS, taxes, annual accounts and payroll
AML/CFT built inThe Risk, compliance and KYC engine
Document campaignsOne request per client, sent in one go
Client areaDeadlines and expected documents online
FEATURES

The whole firm,in a single database.

Six areas covered, from client onboarding to the filing of the accounts.

01

Clients and engagements

  • Clients, ownership and links between entities
  • Engagement letters: subscription, fixed fee or time spent
  • Guided onboarding, through to the due diligence profile
  • Monthly update sent to the client
02

Deadlines and filings

  • Monthly, quarterly and annual VAT, recapitulative statements, OSS
  • Deadline calendar per team member
  • eCDF, LBR, MyGuichet and SECUline receipts filed automatically
  • Reminder for time not recorded the day before
03

Accounting and tax

  • Closing files and checklists
  • eCDF validation and LBR filing
  • CIT, MBT, NWT, PIT and VAT returns
  • Assessments and objections tracked within three months
04

Corporate and domiciliation

  • Domiciliation and mail register
  • General meetings, boards and minutes
  • Directorships and substance
  • RBE: computed beneficial owners compared with those declared
05

Payroll, mandates and audit

  • Monthly payroll runs and variables
  • Cross-border workers and CCSS returns
  • Third-party mandates, four-eyes movements
  • Audit engagement acceptance and independence
06

Management and billing

  • Firm dashboard, adjustable per user
  • Fee invoices prepared from the engagement
  • Work in progress, cost, margin and budget alerts
  • Scans filed in the right folders by QR code

Built for Odoo 20 Online, with no server-side code, in French, German and English. The same package installs on Odoo Online, Odoo.sh or Odoo SovereignOps.

IN PICTURES

The solution,screen by screen.

The screens your team uses every day.

Onboarding a new client, fictitious data
Guided onboardingIdentity, people and roles, services and required documents: the client, its engagements and its due diligence profile created in one click.
The firm’s deadline calendar, fictitious data
The deadline calendarAll the firm’s statutory deadlines, per team member, from VAT to monthly payroll.
RBE updates and checks, fictitious data
RBE follow-upAn update of the register of beneficial owners created at every change of ownership or role.
A client’s due diligence profile, fictitious data
Due diligence, explainedWhat remains to be fixed, the next step and the reason for the rating, above the client’s timeline.

Screenshots taken on our demonstration environments, with fictitious data.

DAY TO DAY

Fewer reminders,more time to advise.

The firm’s repetitive tasks go through Odoo: document requests, filings, reminders and client follow-up.

Document campaigns

One request per client, written in their language and sent in one go: quarterly VAT, personal tax questionnaire, closing, AML/CFT obligations.

Client area

Clients follow their deadlines and the documents still expected in their portal, and upload their files there with Documents.

AML/CFT due diligence

Due diligence profiles, sanctions screening, explained rating and periodic reviews, through the Risk, compliance and KYC engine.

Link with client databases

Every night, the client’s Odoo sends its production indicators: invoices to process, bank lines, VAT. No document and no journal entry.

The firm’s engagements by service line, fictitious data
WHO IT IS FOR

Designed for fiduciaries,from single firms to groups.

Who it is for

Fiduciaries, accounting firms, corporate service providers and audit firms in Luxembourg that handle their clients’ accounting, tax, corporate and payroll work.

The whole of Odoo behind it

Accounting, timesheets, projects, signature, Documents and website in the same database: no interface between production, billing and compliance.

FREQUENTLY ASKED QUESTIONS

Your questions,our answers.

Can’t find your answer? A Cellenza expert replies within 24 business hours.

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Which firms is it designed for?

Fiduciaries, accounting firms, corporate service providers and audit firms established in Luxembourg, with their local obligations: eCDF, LBR, RBE, CCSS, domiciliation and AML/CFT.

Which service lines are covered?

Accounting, tax, corporate and domiciliation, payroll, third-party mandates, audit, fee billing and firm management. Each module installs on its own, on top of a common core.

How is AML/CFT due diligence handled?

By Cellenza’s Risk, compliance and KYC engine, included: due diligence profiles, beneficial owners, sanctions and PEP screening, explained risk rating, four-eyes approval, periodic reviews and a sealed log.

Do your clients get online access?

Yes. The client area shows the deadlines of their engagements, their stage and the documents still expected. With Documents, each requested document becomes an upload link.

Does it run on Odoo Online?

Yes, with no server-side code. The same package installs on Odoo Online, Odoo.sh or Odoo SovereignOps, in French, German and English.

OTHER SOLUTIONS

One solutionper business.

Law firmsDiscover
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Manufacturers and subcontractorsDiscover
Car dealershipsDiscover
IT departments and managed servicesDiscover
Care and supportDiscover
LET’S TALK ABOUT YOUR FIRM

Your firm,in Odoo.

30 minutes with a Cellenza expert to follow a client, from onboarding to the filing of its accounts.

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