Accounting Firm Management
Intelligent Management Platform for Accounting Firms
Integrate client tax cycle management, digital voucher upload, and AI smart classification — freeing accounting firms from administrative tasks.
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Core features
Client Management
Complete client profiles, tax types, filing cycles, and contact records integrated
Tax Cycle Management
Auto-track all tax filing deadlines, reminders before due dates
Voucher OCR Upload
Take photo or scan to upload, AI auto-recognizes amounts, dates, account categories
AI Expense Analysis
Smart analysis of expense structure, auto-flag anomalies, tax optimization suggestions
Report Generation
One-click export of tax filing reports in Taiwan financial format
Business Development Tracking
Prospect list management, pipeline tracking, conversion rate analysis
Start Using Accounting Firm Management
No credit card required. Set up in under 5 minutes.
🔒 合法合規，安心使用
資宸科技是「軟體服務商」，我們提供工具、不代辦業務、不介入委任關係。
產業特定規範
- ✓我們是「軟體服務商」，不以平台名義承接記帳/會計案件
- ✓記帳費直接進事務所帳戶，平台僅收 SaaS 軟體授權費
- ✓客戶統編、財務資料依個資法 RLS 嚴格多租戶隔離
- ✓發票資料依法保存 5 年，不得擅自刪除
- ✓符合記帳士法 / 會計師法，不得以不當方法招攬業務
平台安全保障
- 所有資料 TLS 1.3 傳輸加密，AES-256 靜態加密保護
- 多租戶 RLS 嚴格隔離，A 公司資料對 B 公司完全不可見
- 符合《個資法》規範，個資不外流，提供資料刪除請求功能
- 每月固定 SaaS 授權費，不依案件金額計算或抽成
- 30 天完整試用不綁約，隨時可取消，資料可完整匯出
有疑慮或需要確認？歡迎聯繫我們：info@infowin.com.tw