The firm's website
Your services by practice area, your packages, your procedures (company formation and others), your training courses, an FAQ, a blog and your client reviews.
Fewer documents to chase, more qualified appointments
A website that presents your services, enquiries that arrive with what you need to answer them, a space where your clients upload their documents. Fiduciz is the website and client area of Moroccan accounting firms — written with you, in your name.
- Your services presented by practice area, in French and Arabic
- Missing documents chased automatically
- One instance and one database per firm
What the firm gets
- A website in its name, organised by practice area
- Tracked quote and appointment requests
- A client area for documents and procedures
Where it starts
The firm's time goes on chasing
In many firms, enquiries arrive by phone, WhatsApp and e-mail, without the information needed to answer them. Clients' documents arrive late, one by one, after several reminders.
The outcome is familiar: staff who spend their days chasing, appointments that lead nowhere, and a website that, if it exists, doesn't say clearly what the firm does. The firm doesn't need more visitors, it needs better-prepared enquiries.
What you stop doing
- Chasing a client three times for the same document
- Calling a prospect back to find out what they wanted
- Receiving documents scattered across WhatsApp
- Explaining by phone what the website should say
- Losing track of an enquiry that arrived in the evening
What Fiduciz includes
From first contact to a complete file
Modules the firm switches on according to what it offers: a module that is off does not appear on the site.
Enquiries and appointments
Quote, call-back or appointment requests, with the useful questions asked in the form itself. Each enquiry is tracked through to its outcome.
The client area
Your clients follow their procedures, upload their documents and exchange with the firm there, instead of sending everything by messaging apps.
Expected documents
The firm states what it expects from each client; missing mandatory documents are chased automatically on day 7 and again on day 14.
Campaigns and newsletter
Pages dedicated to a campaign and a newsletter to your clients and prospects, with tracking of what they bring in.
The firm's dashboard
Enquiries received, their progress and their origin, so you know what really brings clients to the firm.
Data and consent
Your clients' data stays yours
An accounting firm handles sensitive data. Fiduciz runs with one instance and one database per firm: one firm's data is never mixed with another's.
Forms collect the person's consent and keep proof of it, in line with Law 09-08. The texts published on the website — legal notices, services, terms — are written with you and approved by the firm: you stay in control of what you publish.
What is built in
- A database of its own for each firm
- Proof of consent for every enquiry
- Legal texts approved by the firm
- A website in French and Arabic
- Modules switched on according to the firm's services
Who it's for
The firms Fiduciz was designed for
Fiduciz is not accounting software, nor a generic CRM, nor a custom website: it is a firm's website and client area.
Chartered accounting firms
Recurring services, documents to gather every month, clients to keep informed.
Fiduciaries and certified accountants
Small businesses and freelancers as clients, company formation procedures, deadlines to remind.
Firms that want to grow
A new line of business (training, advisory, company formation) to present and make known.
Looking for quoting and invoicing software for your firm? See Pilotiz. A more specific need? See custom development.
Rollout
From decision to going live
A firm's website is written with the firm: that's what makes it credible.
We look at what the firm does
Your practice areas, services, procedures and clientele. The modules are chosen from there.
We write it together
The website texts, the form questions and the list of expected documents, approved by the firm before publication.
We go live
On your domain name, with your visual identity, in French and Arabic.
You receive, we stay with you
We review the enquiries received with you and adjust whatever needs adjusting.
Frequently asked questions
Frequently asked questions about Fiduciz
No. Fiduciz is the firm's website and client area: it brings in enquiries and gathers documents. Bookkeeping stays in your usual software.
Yes, in their client area, where they also follow their procedures and exchange with the firm. Missing mandatory documents are chased automatically.
Yes. Each firm has its own instance and its own database.
Yes, the website and the client area exist in French and Arabic.
The price depends on the modules switched on: we give it to you in writing after a first conversation about what your firm does.
Fiduciz
Let's talk about your firm
Tell us what your firm does and how your clients contact you today. We'll show you what Fiduciz would change, module by module.