Visio 360: the platform to manage your clients

Visio 360 in 3 benefits

• Reporting in real time or comparing simulations, for example to raise or lower the social security contributions
• Find in a few clicks all the documents of your clients or adapt their data quite easily
• Get a global, complete and detailed overview of each client’s account, with the possibility to quickly add new clients or link them to companies.

Visio 360 in 75 seconds

Discover in 75 seconds what Visio can do for you.

As an accountant, manage your client portfolio thanks to Visio 360

Visio 360 was developed in favour of and together with accountants like you. It allows you to manage your client portfolio intuitively:

• Analyse client figures (and needs), create simulations and suggest optimisations for remuneration and social security contributions
• Access all your customers' documents and link them to the right companies
• Add new customers or easily modify their data, such as a new business location or a new commercial name

No unnecessary frills, but a tool that is as user-friendly as possible. Constantly evolving, as the expectations of customers also evolve. Because digitalization is changing the profession of accountancy. En om die overgang zo vlot mogelijk te laten verlopen, zijn goede tools nodig.

With Visio 360, you hold all keys in hand to saving time, advising clients better and working with us more efficiently.

Extra: your customers can also access Visio 360. So, they can check the status of pending applications. And you don't have to communicate about every change. Win-win: you work more efficiently, and your customer observes that work is progressing.

Log in? You can access Visio 360 via your accountants' portal.

How do accountants qualify Visio 360?

You don’t have to take our word for it, but just listen to what other accountants think of it. Why did they choose Visio 360? What is, according to them, the added value of the tool? 

Watch the opinion of Decupere & Partners:

Register clients directly through Visio 360

Does one of your clients wish to start as a self-employed? Then, you can easily carry out all the first steps for that new client directly in Visio 360. That way, you and your client save a lot of time and your client is immediately satisfied.

What can you do?

• Register at the CBE and apply for a VAT number
• Join the Securex social insurance fund

Also interesting: are you already familiar with our packs tailored to novice entrepreneurs?

The benefits:

• Security: so, you don't skip a single step
• Ease: the packs are clear and transparent
• Time-saving: we take care of all legal obligations and formalities 

Want to know more about the packs and how to choose the right one for your customer? Discover our partner packs here.

All functions of Visio 360 at a glance

Discover all functions of Visio 360 in our webinar. You learn here how to use Visio 360 optimally. Navigate to our accountants’ portal, you will find the webinar there, under the section FAQ & Webinars.

Visio 360: a versatile tool

Here's a selection of all you can do with Visio 360:

1. With the simulation tools, you can: 
2. Run simulations of your customer's pay and social contributions 
3. And other computations with HR calculations, just think about maternity leave, gross-nett pay calculator and more. 
4. For documents: 
5. Find all digital documents  
6. And download, for example, a career certificate or electronic account statements 
7. Through the E-counter, you manage all information registered through the CBE. Examples are the activities per branch unit, the address, contact details, bank account numbers and more. 
8. Via Self-Service, you update your client's details with Securex.
9. Because your client's financial details are visible, you can monitor a lot: 
10. Applications for bridging rights  
11. Status of social contributions and/or benefits
12. Cash reserves and financial transactions