Client portfolio management
MySecurex was developed in consultation with accountants, with a view to completing client-related tasks simply and efficiently.
Our mutual client also has access to MySecurex. This gives both of you a clear view of the current case status, ongoing requests, contacts and much more.
What are the features of MySecurex?
- Create simulations
- To give an understanding of the relationship between the gross/net salary of a self-employed person or company director and the social contributions owing to the state
- To calculate the gross or net salary of an employee in either direction
- To simulate a company's expected wage costs, based on the number of employees
- To calculate maternity leave entitlements
- To calculate an employee's notice period
- Access to the client's social contributions
- The social contributions payable per quarter
- The status of social contributions paid and outstanding
- Direct adjustment of the client's social contributions
- Access to the client's payroll information
Here you will find an overview and details of your client's payroll calculations, provided they are linked to the Securex Payroll Administration. - Access to the client's documents and certificates
In MyDocuments you will find the client documents (in digital format) needed for accounting purposes (invoices, the annual social balance sheet, payroll summaries, career certificates, etc…). - Management of client data
MySecurex is the ideal starting point to manage customer data on your own, with no loss of oversight.
With MySecurex you have all the tools at hand to save time, offer better advice to clients and collaborate with Securex more efficiently. Request a demo now and discover all the benefits of MySecurex.
Getting started ? Log in to access MySecurex
Connecting clients
Does your client want to start in self-employment? All the initial steps can be carried out easily for the new client directly in MySecurex:
- Registration of a sole proprietorship or company with the CBE
- Application for a VAT number
- Registration with the Securex Social Security Fund
Interesting point: have you seen our packs for start-up entrepreneurs? Check them out, so you don't miss a step. Discover our partner packs here.
Powers of attorney
In MySecurex you can easily request powers of attorney for your client's case at any time. You will have access to all your client's data and documents within minutes, and can proceed efficiently.
Wage cost report
The Wage Cost Report includes a dynamic wage summary that enables you to easily advise clients with employees. You will see, for example, the total wages on which to calculate the provision for holiday pay, as well as information on benefits in kind and meal vouchers. As a partner you will find the Wage Cost Report in MySecurex, under MyTools.