MCA Mole port management software logo

The solution for fiduciaries

MCA Mole port management software logo

The solution for fiduciaries

Tailored to your requirements

MCA Figure, a management software adapted to the needs of fiduciaries, is a precise and meticulous tool where every little accounting error can be detected in an instant.

A complete overview of your cases, with tracking of legal deadlines and a time-sheet system for tracking billable hours.

MCA Figure complies with the evolving accounting and financial rules to meet the needs of the Swiss fiduciary sector and gives you the possibility to securely manage different accounts.

  • Compliance with tax and accounting standards
  • Multiple account management
  • Data privacy
  • Time-sheets for time management
  • Document and text templates
  • Reminders for deadlines
  • Scheduling appointments

Characteristics of mca figure

Access
Accessible via computer, tablet or smartphone / customer portal.

Users
A shared online workspace with different levels of access depending on the users’ functions.

Cloud
A storage space for your documents, accessible online at any time from your various devices.

Web service
MCA Figure can communicate with third-party software or machines such as biometric readers.
Modules
MCA Figure is a solution that can be customised to your requirements, so any module developed by MCA Concept can be added.

Key advantages

Image of the ERP description of MCA Figure

Complete classic administrative management, including :
– management of several accounts,
– degressive price per pack of 10 or 100.

Image of the MCA CRM description Figure

Records of all interactions with customers or prospects, with contact management, communication history and actions.

Image of the MCA CMS description Figure

Model contracts or standard letters for correspondence with your contacts, linked directly to the files with the possibility of integrating annexes.

Image du descriptif de l'agenda et du planning de MCA Figure

Complete planning management, whether it be appointments, tasks to be completed per case or employee schedules.

Image of the MCA guest access description Figure

Secure guest access to various information and documents for customers, suppliers, contractors, prospects or employees.

Image of the MCA reports and statistics Figure

Real-time reports and statistics in graph or table format.

Image of the description of the equipment available

Naturally, you can benefit from tablets or smartphones for mobility and access to your data at any time and any place.

Key advantages

Image of the ERP description of MCA Figure

Complete classic administrative management, including :
– management of several accounts,
– degressive price per pack of 10 or 100.

Image of the MCA CRM description Figure

Records of all interactions with customers or prospects, with contact management, communication history and actions.

Image of the MCA CMS description Figure

Model contracts or standard letters for correspondence with your contacts, linked directly to the files with the possibility of integrating annexes.

Image du descriptif de l'agenda et du planning de MCA Figure

Complete planning management, whether it be appointments, tasks to be completed per case or employee schedules.

Image of the MCA guest access description Figure

Secure guest access to various information and documents for customers, suppliers, contractors, prospects or employees.

Image of the MCA reports and statistics Figure

Real-time reports and statistics in graph or table format.

Image of the description of the equipment available

Naturally, you can benefit from tablets or smartphones for mobility and access to your data at any time and any place.

Features

Case management

MCA Figure fulfils all the requirements for fiduciaries and allows you to easily manage the accounting of your various clients.

You can efficiently monitor the progress of each of your fiduciary’s current cases by having a complete overview of all the documentation, address book, schedules and exchanges with the related principals.

Predefined text and layout templates helps you avoid repetitive text entry and simplify the creation of your various documents (letters, invoices, contracts, ….).

Useful information about a case can be made accessible to constituents or other stakeholders outside your company. They consult the relevant elements online through a private account.

Planning

With the help of schedules, you can plan and assign the tasks to be carried out within your company and include the various deadlines. Automatic reminders alert you to approaching deadlines for current files.

You can also manage your various appointments and one-off or recurring events in your calendar, which can be shared with your colleagues.

Billing

MCA Figure gives you access to time-sheets for your working hours: you enter the time spent on each case (drafting of documents, hearings, appointments, calls, etc.) directly into your time-sheet.

You generate your invoices by time spent or on a fixed price basis, adding the costs. Your fee agreements can be integrated into the billing system with the fees applicable to your clients and cases.

It is possible to invoice a client on several cases, or several clients in the same cases.

The software supports VAT, which can be set up according to current standards.

Professional formatting invoices are generated using a pre-configured document template.

Unpaid bills are managed within the software, with automatic alerts and reminders.

Accounting

The accounting is integrated into your management: no need to re-enter all the data for the various balance sheets. MCA Figure integrates each account and manages inputs, outputs and expenses.

Employee management

Employees are also integrated into MCA Figure, and salaries and related deductions can be defined.

Hours can be managed in different ways: either with fixed hours, or with a stamper connected to the software, or with manual time insertion.

Holidays, paid leave and justified or unjustified absences are all integrated and can be set up according to your rules.

Report

Activity reports allow you to analyse the data collected by the software. You can format them as you wish to remove the elements that interest you.

You will be able to analyse your company’s activity by measuring the profitability per customer or by evaluating the performance of your teams.

Communication with customers

Automated e-mails and SMS messages allow you to inform a client of an action they need to take, such as signing a paper, or to communicate any other information about ongoing cases to your contacts.

    [{wpml_trans_unit_3_0_0_0_-1_0} social_network="{wpml_trans_unit_3_0_0_0_-1_1}" url="{wpml_trans_unit_3_0_0_0_-1_2}" _builder_version="{wpml_trans_unit_3_0_0_0_-1_3}" _module_preset="{wpml_trans_unit_3_0_0_0_-1_4}" background_color="{wpml_trans_unit_3_0_0_0_-1_5}" global_colors_info="{wpml_trans_unit_3_0_0_0_-1_6}" follow_button="{wpml_trans_unit_3_0_0_0_-1_7}" url_new_window="{wpml_trans_unit_3_0_0_0_-1_8}"]twitter[/{wpml_trans_unit_3_0_0_0_-1_0}]