MANAGEMENT SOFTWARE

ARGO Manager — AI-Powered Practice Management Software for Accountants and Tax Advisors

Less operational chaos, more margin. KPI, tasks and billing under control.

ARGO Manager is AI-powered practice management for professional firms. Talk to the AI in natural language: create tasks, find documents, check case status, generate reports. Everything else — billing, KPIs, timesheets, deadlines — runs automatically.

Typical outcomes: up to -30% time on repetitive tasks, guided setup in 14 days, built-in AI for regulatory research, planning and daily operations.

Free 30 min demo with a consultant
CASE STUDY

Social proof: results, not promises

Case study

Studio Bortoletto (PD) - multidisciplinary firm

Typical scenario: task management + timesheets + billing, documents and management control in a single view.

-30%

Time saved on repetitive tasks (assignments, reminders, reports).

0

Unbilled tasks thanks to the task-to-billing flow.

14 days

Audit → setup → training → guided go-live.

~15 min/day

Saved per team member thanks to AI interaction.

"We finally have a single view of case status, time and profitability. Since we started using ARGO's AI, team members create tasks and find documents by talking to the system. What used to take 3-4 minutes of navigating the software now takes a single sentence."

— Operations lead, Studio Bortoletto

What we include in the demo

  • Process and deadline mapping (internal SLAs)
  • Timesheet → billing flow
  • KPI and margin dashboards
  • Document management and client permissions
Book 30 min

Reply as soon as possible

Trusted by

Studio Bortoletto Vigonza (PD), Italy
Studio Associato Palini e Bergamini Val Trompia (BS), Italy
Studio Zanchetto Paese (TV), Italy
BUILT-IN AI

Not software with AI bolted on. Software where you talk to the AI.

In ARGO Manager, artificial intelligence isn't an optional module. It's how you work. Type what you need in natural language — the AI does it.

Type. The AI executes.

"Create tax return task for Smith, deadline June 30, assign to Marco." The AI creates the task, sets the deadline, assigns it. No menus, no forms, no screens to navigate. What used to take 2 minutes and 5 clicks now takes one sentence.

Ask. The AI finds.

"Find the Smith 2024 balance sheet." The AI searches the document system, finds the file, shows it. "What's the latest R&D tax credit regulation?" The AI runs a regulatory search and gives you a summary with sources. In seconds, not minutes.

The AI sees before you do.

"Marco has 47 hours of workload next week and 3 overlapping deadlines." The AI monitors workloads, deadlines and resource saturation. When something's off, it alerts you before it becomes a problem. Proactive alerts — not reports you read when it's too late.

PROBLEMS

Overcome the inefficiencies that slow down your firm

Many firms face recurring issues that ARGO Manager solves decisively.

Lack of full visibility

Time lost in internal check-ins just to understand where things stand.

Revenue leakage

Unrecorded tasks that never make it to billing.

Non-standardized processes

Delivery delays and dependence on individual memory.

Inadequate tools

Shared Excel files that generate errors and stale data.

Gut-feel decisions

No objective data on client and service profitability.

Lack of control and transparency

No traceability of who does what, zero visibility for leadership, decisions always in emergency mode.

FEATURES

Everything your firm needs. In one place.

ARGO Manager doesn’t replace your existing tools. It becomes your firm’s operating system: tasks, documents, billing, KPIs and AI — all connected.

Task Management

Assign, track and monitor every task with deadlines, SLAs and real-time progress.

Operational AI

Speak in natural language: create tasks, search documents, generate reports. The AI executes.

AI Regulatory Research

Summaries with sources in seconds. Ask in natural language, get up-to-date regulations.

AI Planning

Proactive alerts on workloads, deadlines and resource utilization. AI warns before problems arise.

Billing

From work to invoice with no missing steps. Automated flow, export to ERP.

KPIs & Management Control

Margin per client, profitability per service and always up-to-date dashboards.

Performance & Productivity

Visual dashboards, time analysis, resource utilization and automated reports.

CRM & Client Records

Client profiles, documents, notes and deadline calendar with automatic reminders.

Cloud Documents & Client Portal

Document archive with dedicated client portal. Clients upload, download and approve documents via SMS OTP. Newsletters filtered by ATECO or category. Complete tracking: you know who viewed and downloaded every file.

Attendance & Time Tracking

Mobile and desktop clock-in, automatic timesheets, leave and remote work management.

Mandate Instalment Schedule

Manage mandate instalment deadlines with a centralised view, automatic alerts and payment status always under control.

Mobile App iOS

ARGO Manager available on iPhone. Manage tasks, notifications and deadlines wherever you are. Download from the App Store →

ARGO DOC

The document portal for your firm's clients.

No more email attachments, WeTransfer and paper signatures. One secure portal where firm and clients exchange documents, approve via OTP and communicate with targeted newsletters.

Dedicated access for every client

Each of your clients has a private area where they find their documents, upload requested ones and receive newsletters. Unlimited access, no cost per client.

Document approval via OTP

Upload a balance sheet, a declaration or any document requiring approval. The client receives an OTP code via SMS, enters it on the portal and the document is approved. Date, time and identity tracked automatically.

Targeted newsletters for client lists

Communicate tax news, deadlines or updates to all clients or filtered lists by ATECO code, category, type. Every newsletter is tracked: you know who read it.

You always know who saw what

Every document has a complete log: who viewed it, who downloaded it, when and from which device. No more "I didn't receive it" or "I didn't see it".

Discover the Document Portal plan from €49/month

ARGO DOC is included in the Studio Pro and Enterprise plans. If you also need practice management, choose the Studio Pro plan directly.

TECHNOLOGY

Modern technology and an intuitive user experience

Built with modern, secure and scalable technologies, ARGO Manager delivers a simple, fluid interface aligned with today's digital habits.

Fully Cloud

No installation required.

AWS Servers in Germany

Maximum security and reliability.

GDPR Compliant

Your data privacy is protected.

Built to Scale

Handles firms of any size with ease.

SECURITY

Security, reliability and compliance

Sensitive data and deadlines leave no room for improvisation: here are the pillars of security and governance (to align with actual technical specs).

Infrastructure

  • AWS hosting (EU) and data residency in Europe
  • Automated backups and controlled restore
  • Redundancy and proactive monitoring

Access & traceability

  • Granular roles and permissions (teams / clients)
  • Audit log: who did what and when
  • Change history and document versioning

Compliance & SLA

  • GDPR: notice, roles and consent management
  • SLAs and support: dedicated channel, response times
  • User onboarding and offboarding procedures
INTEGRATIONS

Integrations and fast start

Connect ARGO Manager to the tools you already use and go live on a predictable timeline.

Integrates with leading billing systems

Connections with the most common billing software on the market to import data, remove duplicate work and keep a continuous flow from task to invoice.

Guided onboarding in 2 weeks

Assisted path with a dedicated consultant: configuration, migration, team training and go-live in 14 days, without stopping day-to-day operations.

ONBOARDING

Onboarding in 4 steps (clear timelines)

A guided path to adopt ARGO without blocking daily operations.

1

Operational audit

We map processes, deadlines, roles, KPIs and revenue leakage points.

Estimated time: 1-2 days

2

Setup & migration

Configuration of areas, permissions, templates and essential data import.

Estimated time: 3-5 days

3

Targeted training

Sessions for power users and teams, with real cases and operational checklists.

Estimated time: 2-3 days

4

Assisted go-live

Controlled start, KPI monitoring and workflow adjustments.

Estimated time: 3-4 days

I want a timeline for my firm

Guided setup in 14 days, no surprises.

COMPARISON

From Excel to traditional software to ARGO: what changes

From manual management to an operating system with method and vertical AI for professional firms.

Excel / generic tools

Tasks

Scattered across different files

Billing

By memory

Documents

Windows folders

KPIs

Calculated manually

Regulatory research

Google + bookmarks

Planning

Shared calendar

Traditional practice software

Tasks

Centralized but manual input

Billing

Tracked but with manual steps

Documents

Document system but manual search

KPIs

Static dashboards

Regulatory research

Searchable regulatory database

Planning

Calendar + Gantt

ARGO Manager

Tasks

Centralized + AI creates tasks on request

Billing

Automatic: task → invoice without intervention

Documents

Document system + AI searches and finds in natural language

KPIs

Dynamic dashboards + proactive AI alerts

Regulatory research

AI: summaries with sources in seconds

Planning

AI monitors workloads and alerts on overlaps

BENEFITS

Concrete benefits for your firm

Choosing ARGO Manager means giving your firm a platform that delivers tangible benefits from day one.

Full visibility

Keep all activities and their progress under control in real time.

Revenue growth

Prevent completed work from missing billing, recovering hidden revenue.

Profitability analysis

Make strategic decisions based on objective data on clients and services.

Process standardization

Reduce errors, improve work quality and internal collaboration.

Better professional image

Offer a more structured and transparent experience to your clients.

A method, not just software

Introduce a real working method that turns data into management insight.

TARGET

Who ARGO Manager is for

Designed for professional firms that want to grow in an organized way and overcome operational complexity.

Firms with 5+ people Accounting firms Payroll consultants Multi-service organizations Multi-office firms

With ARGO DOC, firms of any size can activate a professional client portal.

PRICING

Clear pricing. Measurable value.

From the document portal for your clients to complete practice management with AI. Choose the plan that suits you — you can upgrade at any time.

Argo Doc

Client Portal

€49 /month

VAT excluded · Cancel anytime

8 office users
portal clients
  • Bidirectional firm-client upload
  • Document approval via OTP
  • Tracking and newsletters
  • CRM and cloud storage (10 GB)
Argo Manager

Studio

€119 /month

VAT excluded · Cancel anytime

8
users included

extra: +€16.99/user/month

  • Tasks, deadlines and billing
  • Timesheet and attendance
  • KPI, CRM and engagement letters
  • Basic document management (5 GB)
Recommended
Argo Manager

Studio Pro

€299 /month

VAT excluded · Cancel anytime

18
users included

extra: +€18.99/user/month

  • Everything in Studio
  • Integrated AI (100+ interactions/day)
  • Full client portal + OTP
  • Training, dedicated support and 15 GB
Enterprise

Multi-office & networks

from €499 /month

VAT excluded · Customizable plan

20+ users
  • All of Studio Pro + dedicated AI
  • SLA, integrations and custom API
  • Dedicated account manager
  • Dedicated training and workshops
Monthly subscription, cancel anytime No hidden costs Assisted migration available

The average firm recovers the cost of ARGO in less than a week.

30 minutes · Response within 1 business day

The average firm recovers the cost of ARGO Manager in less than a week.

See the numbers in the demo. 30 minutes to discover how much value you're leaving on the table.

30 min demo | response as soon as possible

or
Book directly from calendar
FAQ

Frequently Asked Questions (FAQ)

Find answers to the most common questions about ARGO Manager.

ARGO Manager is a cloud platform designed to bring order, control and productivity to professional firms such as accountants and payroll consultants. It is ideal for firms with at least 5 collaborators, where operational complexity starts to grow.

No, ARGO Manager does not replace accounting or payroll software. It complements and enhances them, becoming the operating system of the firm for managing tasks, clients, documents and performance.

Absolutely. ARGO Manager is a fully cloud solution hosted on AWS servers in Germany and is GDPR compliant to ensure maximum security and privacy for your data.

Yes. ARGO Manager is built for accounting and payroll firms: it manages tax deadlines, cases and billing, with permissions and internal SLAs designed for firm teams.

Every task, even the smallest, is tracked. When a task is completed, it automatically enters the billing process. This eliminates the risk of forgetting to invoice the work done.

AI in ARGO Manager works on three levels. The first is direct interaction: type what you need in natural language — create a task, find a document, check a case status, generate a report — and the AI does it. The second is regulatory research: get summaries and sources in seconds, starting from a solid foundation. The third is proactive planning: the AI monitors workloads, deadlines and resource saturation and alerts you before problems arise.

From task to invoice: every task and timesheet is tracked, approved and sent to billing without manual steps. This prevents missed work and recovers lost revenue.

Yes. The timesheet is integrated with tasks, SLAs and billing: you log time per client and case, measure margins and convert hours into billing automatically.

ARGO DOC is the document portal for exchanging documents between the firm and its clients. Each client has dedicated access to view, download and upload documents. The firm can request document approval via SMS OTP and send filtered newsletters by ATECO code or category. Available as a standalone plan at €49/month or included in the Studio Pro and Enterprise plans.

Yes. The Document Portal plan (ARGO DOC) at €49/month is completely standalone. You get the client portal with bidirectional upload, OTP approval, newsletters and tracking. If in the future you also need practice management (tasks, billing, KPIs), you can upgrade at any time.

The Document Portal plan (ARGO DOC) is the portal for exchanging documents between the firm and its clients. Your clients access, upload documents, receive newsletters and approve documents via SMS OTP. You see who opened, downloaded or approved every document. If in the future you also want to manage tasks, billing and KPIs, you can upgrade to an ARGO Manager plan at any time.

The Document Portal plan is for those who want the client portal: secure document exchange, OTP approval, newsletters and tracking. The Studio plan is for those who want to manage the firm: tasks, deadlines, billing, timesheets, KPIs. The Studio Pro plan includes both plus AI.

Unlimited. There is no cost per client accessing the portal. You only pay the monthly fee for the plan.

When you upload a document that requires approval, the client receives an OTP code via SMS on their mobile. They enter the code on the portal and the document is approved with date, time and complete tracking.

ARGO DOC starts from €49/month for the document portal with client portal, OTP approval and newsletters. The Studio plan starts from €119/month for complete practice management. The Studio Pro plan, the most popular, costs €299/month and includes integrated AI, complete document management with client portal, compliance and dedicated assistance. For larger firms, the Enterprise plan starts from €499/month.

No. The monthly fee includes all features of your chosen plan, updates and support. Onboarding is included. Extra services (data import, integrations, additional training) are optional, with costs communicated upfront.

Yes, at any time. You can switch from Studio to Studio Pro (or vice versa) starting from the following month. No penalties.

You only pay for additional users at the price of your plan. If you consistently exceed the limit, you can consider the next plan — it often works out better.

Yes. We always start with a free 30-minute demo on your specific case. After the demo, you decide.

The Studio Pro plan includes over 100 AI interactions per day for the entire firm, more than enough for daily operations. In the vast majority of cases, you will never reach the limit. If your firm has particularly intensive usage, additional packages are available. Usage is always visible in the dashboard.

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30 min demo | response as soon as possible

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