JP7015496B1 - Accounting business support system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To improve the efficiency of operations / work with groupware between an accounting firm and a consulting company, or to improve security. SOLUTION: The groupware system has a schedule management function and a chat function, and the system includes a schedule management module, a chat module, an accounting office database, and a consultant database. Efficiently select chat room members by using the accounting firm database and the advisor database. [Selection diagram] Fig. 1

Description

Application of Article 30, Paragraph 2 of the Patent Law 1. Release date: October 2, 2nd year of Reiwa, handbill for distribution, distribution place: in-house exhibition hall (1-2-3 Shinsuna, Koto-ku, Tokyo), creator: Japan Digital Laboratory Co., Ltd. 2. Publication date: October 14, 2nd year of Reiwa, Publication place: Japan Digital Laboratory Co., Ltd. HP address: https: // www. jdl. co. jp / ah / plotform / and https: // www. jdl. co. jp / ah / liability / 3. Delivery date: October 20, 2nd year of Reiwa, Delivery source: Japan Digital Laboratory Co., Ltd., e-mail magazine

The present invention relates to an accounting business support system. More specifically, it relates to an accounting business support system including a groupware system for communication between an accounting firm and advisors including advisor companies and customers.

In recent years, various communication tools have been provided in business as an alternative to e-mail. These tools provide features such as bulletin boards, chat, and schedule management. Further, in such a tool, various measures have been taken for the purpose of improving convenience and reducing the work load of managing the communication tool.

For example, Patent Document 1 provides a system capable of exchanging simple messages using file transfer based on a simple operation. As an example, it is disclosed that a message transmission means using a new file transfer in which a file is the main and a message is a subordinate is provided.

For example, Patent Document 2 discloses a transmission / reception management system, a transmission / reception management server, a server program, and a transmission / reception management method that enable unified management by integrated management of file transmission / reception and message transmission / reception. .. Further, in Patent Document 2, a message added to a file and a simple message are managed in an integrated manner, and the exchange of messages by different mechanisms is integrated and displayed in the same timeline display (time series). It is disclosed that messages can be displayed and managed in chronological order regardless of the type of.

For example, Patent Document 3 discloses a computer-implemented method for scheduling calendar entries within the context of an instant messaging client. The method involves creating an entry for the calendar system using an instant messaging client. The steps to create then check the one or more invitee calendar systems to determine the availability of one or more invitees, and one or more invitees. It is disclosed to schedule the instant messaging chat session based on the availability of.

Japanese Patent No. 6284058 Japanese Patent No. 6411687 Japanese Patent No. 4900798

In groupware, various information is exchanged, but the problem is that it takes a lot of time to work in groupware (input of schedule etc., creation / update work of management master data), which is the original work. It has been pointed out that the time that can be devoted to is greatly reduced. In particular, in recent years, multiple business tools have been used, and various data must be entered for each business tool. For example, even when arranging one meeting, it is necessary to perform multiple tasks such as inputting to schedule management and contacting members.

In particular, in the case of groupware that enables communication between the accounting firm and the adviser, it is necessary to switch the content between the accounting firm and the adviser, and consideration for security is required. .. For example, some of the functions used by the accounting firm may not be open to the adviser's users, including the adviser's company and customers. Alternatively, there is a need to switch the content from the viewpoint of security between access from outside (for example, access from a smartphone) and access from a terminal in the office (for example, access from a personal computer). For example, when going out, there is a need to limit the functions that can be used because there is a high risk of loss of the terminal and peeping.

In view of the above points, the present invention provides a system capable of streamlining operations and work in an accounting business support system including groupware between an accounting firm and an advisor, or improving security. The purpose is to do.

Further, the present invention has been completed based on an accounting business support system in which the security between the accounting firm and the adviser is ensured by a simple operation by the user of the accounting firm or the adviser. Including.

(Invention 1)
A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting firm database, and an advisor database.
The chat module
(1) An interface for creating a new chat room and changing settings is provided, and the interface includes an office mode and an advisor mode.
(2) In the case of the advisor mode,
(2-1) Access the advisor database based on the advisor identification information specified in the interface, add the advisor user to the chat room member, and add the advisor user.
(2-2) Access the advisor database or the accounting office database based on the advisor identification information specified by the interface, and chat with the accounting office user associated with the advisor identification information. Add to room member,
(3) In the case of the office mode,
(3-1) Access the accounting office database based on the accounting office identification information, and add the accounting office user associated with the accounting office identification information to the chat room member.
A system that is configured to be.

(Invention 2)
The chat module is the system of the invention 1.
(4) In the office mode, among the accounting office users associated with the accounting office identification information by accessing the accounting office database based on the accounting office identification information, the accounting office Assign administrator privileges for chat rooms to users with administrator privileges,
A system that is configured to be.
(5) In the case of the adviser mode, the chat room administrator authority is assigned to the accounting office user added based on the adviser identification information specified in the interface.
A system that is configured to be.

(Invention 3)
The system of invention 1 or 2,
The chat module is a system that mediates real-time communication while sharing audio and images or videos between members.

(Invention 4)
The system according to any one of the inventions 1 to 3, wherein the system further includes a memo management module.
The chat module
(6) It is configured to analyze the posted message, detect a predetermined keyword, and pass the content including at least a part of the posted message to the memo management module.
The memo management joule is configured to record the content as memo data.
system.

(Invention 5)
The system according to any one of the inventions 1 to 4.
The chat module
(7) It is configured to analyze the posted message, detect a predetermined keyword, and pass the content including at least a part of the posted message to the schedule management module.
The schedule management joule is configured to record the content as schedule data.
system.

(Invention 6)
The system according to any one of the inventions 1 to 5.
The chat module is configured to provide an interface for setting up chat.
The interface is
An object for setting the chat name and
Objects for setting icons corresponding to chat, and
Objects for setting members and
Objects for setting notifications and
Including the system.

(Invention 7)
The system according to any one of the inventions 1 to 6.
The chat module is configured to provide an interface for posting messages in chat.
The interface includes a first area, a second area, and a third area.
The first area contains a list of chat rooms created and an object for invoking an interface for creating a chat.
The second area contains a message posted in a chat room selected from the list of chat rooms and information identifying the poster.
The third area includes a list of files related to chat displayed in the second area and a list of favorite messages.
system.

(Invention 8)
A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, and a schedule database.
The schedule management module is
(1) Acquire specific user identification information and
(2) Based on the user identification information, the accounting office database is accessed, and the advisor identification information associated with the user identification information is acquired.
(3) Based on the adviser identification information, access the accounting office database, acquire the group identification information associated with the adviser identification information, and obtain the group identification information.
(4) Based on the group identification information, access the accounting office database, acquire the accounting office user identification information associated with the group identification information, and obtain the accounting office user identification information.
(5) Access the schedule database, acquire the schedule of all the accounting office user identification information related to the accounting office identification information, and obtain the schedule.
(6) As an object corresponding to the narrowing down item for the schedule acquired in (5) above, a user interface including information on the accounting office user identification information acquired in (4) above and including the schedule of each user is provided. death,
(7) Switching the display of each user's schedule in response to the user's operation on the object corresponding to the narrowing item.
A system configured to be.

(Invention 9)
The system according to the invention 8, wherein the schedule management module is configured to switch the display of the location information of the accounting office user based on the acquired schedule.

(Invention 10)
The system according to the invention 8 or 9.
The user interface includes a first area and a second area.
The first area contains schedule contents of a plurality of users.
The second area includes an object corresponding to the narrowing item for filtering the schedule displayed in the first area, and location information.
The objects corresponding to the narrowing items are related to the display switching for all, the display switching of the logged-in user, and the display switching of the users belonging to the same group as the user.
The user interface further includes an object for switching display units.
The object for switching the display unit is configured to enable display switching at least on a daily basis, a weekly basis, and a monthly basis.
system.

(Invention 11)
A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office management module, an accounting office database, an advisor database, a schedule database, and a job execution record database.
The accounting office management module is configured to access the accounting office database and record the accounting office user's data in association with the advisor identification information.
The schedule management module is
(1) Provide an interface for creating a new schedule,
(2) Access the job execution record database based on the advisor identification information specified in the interface, acquire the past job execution record data, and obtain the past job execution record data.
(3) Record new schedule data in the schedule database based on the acquired past job execution record data.
A system that is configured to be.

(Invention 12)
In the system of the invention 11, the schedule management module is
(4) Based on the adviser identification information, access the adviser database or the accounting office database to acquire the accounting office user identification information associated with the adviser identification information.
(5) Access the accounting office database, acquire the skill level information of the accounting office user, and obtain the skill level information.
(6) The man-hour data assigned to the new schedule data is adjusted based on the skill level information.
A system that is configured to be.

(Invention 13)
In the system of the invention 11 or 12, the schedule management module is
(7) Access the schedule database to acquire the schedule data of the user who is the instructor among the accounting office users.
(8) Access the accounting office database to acquire the accounting office user identification information and skill level information to be instructed.
(9) As the schedule data of the accounting office user who is an instructor, the instruction job data adjusted based on the skill level information is recorded in the schedule database.
A system that is configured to be.

(Invention 14)
A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, and a schedule database.
The schedule management module is
(1) Provide an interface for creating a new schedule,
(2) Based on the adviser identification information specified by the interface, access the schedule database to acquire the schedule related to the adviser identification information.
(3) Based on the adviser identification information, access the accounting office database or the adviser database to acquire the accounting office user identification information associated with the adviser identification information.
(4) Based on the accounting office user identification information, the schedule database is accessed to acquire the accounting office user's schedule.
(5) Extract the vacant candidate date and time based on the schedule related to the advisor identification information and the schedule of the accounting office user.
A system that is configured to be.

(Invention 15)
A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, and a schedule database.
The schedule management module is
(1) Provide an interface for creating a new schedule,
(2) When the user who operates the interface is the adviser user, the accounting office database or the adviser database is accessed based on the adviser identification information, and the accounting work associated with the adviser identification information is performed. Obtain user identification information
(3) Based on the accounting office user identification information, access the schedule database to acquire the schedule related to the accounting office user identification information.
(4) Based on the adviser identification information, the schedule database is accessed to acquire the schedule related to the adviser identification information.
(5) Extract the vacant candidate date and time based on the schedule related to the advisor identification information and the schedule of the accounting office user.
A system that is configured to be.

(Invention 16)
The system of invention 14 or 15,
The interface for creating a new schedule is a system including an object for setting a category, a subject, a date and time, a person in charge, an advisor, detailed information, related files, public settings, notification settings, and repeat settings.

(Invention 17)
It is a groupware system equipped with a schedule management function, a memo function, a bulletin board function, and a chat function. It is a schedule management module, a memo management module, a chat module, a bulletin board management module, an accounting office database, and an advisor database. It has a schedule database, a memo database, a chat database, a bulletin board database, and a history database.
The chat module is configured to (1) record a message posted in a chat in the chat database and also in the history database.
(2) Detecting a predetermined keyword in the message,
(3) Data based on the message is transmitted to any of the schedule management module, the memo management module, and the bulletin board management module according to the detected keyword and recorded in the corresponding database.
A system that is configured to be.

(Invention 18)
It is a groupware system equipped with a schedule management function, a memo function, a bulletin board function, and a chat function. It is a schedule management module, a memo management module, a chat module, a bulletin board management module, an accounting office database, and an advisor database. It has a schedule database, a memo database, a chat database, a bulletin board database, and a history database.
The memo management module is configured to (1) record the content posted as a memo in the memo database and also record it in the history database.
(2) Detecting a predetermined keyword in the content,
(3) Data based on the content is transmitted to any of the chat module, the schedule management module, and the bulletin board management module according to the detected keyword and recorded in the corresponding database.
A system that is configured to be.

(Invention 19)
A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, an access management module, and an access management database.
The access management database records login URLs for each type of access source terminal and application.
The access management module refers to the access management database, controls which content is presented to the logged-in user, and controls.
The chat module is configured to send a message addressed to the account of the user's identification information corresponding to the member after the member of the newly created chat room is determined.
The message contains a URL and
The URL is a URL that allows users to log in without entering information necessary for authentication under predetermined conditions.
The URL includes a URL for the advisor mode and a URL for the office mode.
The URL for the advisory mode is included in a message addressed to a member who is an advisory user or an accounting firm user.
The URL for the office mode is not included in the message addressed to the member who is the advisory destination user, but is included in the message addressed to the member who is the accounting office user.
Both the URL for the office mode and the URL for the advisor mode can be accessed from the network in the office.
The URL for the office mode is inaccessible from the network within the advisor, and the URL for the advisor mode is accessible.
The URL for the office mode is accessible and the URL for the advisor mode is inaccessible from the outing network.
system.

(Invention 20)
The system of invention 19
The chat module
(1) An interface for creating a new chat room and changing settings is provided, and the interface includes an office mode and an advisor mode.
(2) In the case of the advisor mode,
(2-1) Access the advisor database based on the advisor identification information specified in the interface, add the advisor user to the chat room member, and add the advisor user.
(2-2) Access the advisor database or accounting office database based on the advisor identification information specified in the interface, and add the accounting office user associated with the advisor identification information to the chat room members. death,
(3) In the case of the office mode,
(3-1) Access the accounting office database based on the accounting office identification information, and add the accounting office user associated with the accounting office identification information to the chat room member.
A system that is configured to be.

(Invention 21)
The system of invention 19 or 20
The chat module
(4) In the office mode, the accounting office database is accessed based on the accounting office identification information, and among the accounting office users associated with the accounting office identification information, the accounting office administrator authority is given. Assign administrator privileges to users who have
A system that is configured to be.
(5) In the case of the adviser mode, the chat room administrator authority is assigned to the added accounting office user based on the adviser identification information specified in the interface.
A system that is configured to be.

(Invention 22)
The system according to any one of the inventions 19 to 21.
The URL is a URL that can switch between the necessity and non-necessity of login authentication according to the type of the access source terminal and application.
If the access source application is a Web browser and the access source terminal is a personal computer, it is configured to require login authentication.
If the access source application is a predetermined application other than the Web browser, it is configured so that login authentication is not required.
system.

In one aspect, the system of the present invention utilizes an accounting firm database, a consultant database, a chat module, and the like. This makes it possible to efficiently set members when creating a chat room. In particular, users can be added as members of the chat room simply by specifying the advisor identification information, so it is possible to save the trouble of adding each member. In addition, the behavior can be switched between the advisor mode and the office mode, and the chat room is according to the purpose of use of the chat room (for example, whether it is a chat with a customer or a chat in an accounting office). Can be created smoothly.

In one aspect, the system of the present invention utilizes an accounting office database, a consultant database, a schedule management module, a schedule database, and the like. As a result, it is possible to efficiently confirm the schedule of the members necessary for viewing the schedule. For example, in groupware, being able to check the schedules of other members is an important function. On the other hand, if you do not provide an appropriate narrowing method, you will have to specify each member you want to check, which is troublesome. However, by utilizing the accounting office database, advisor database, etc., the members you want to check are presented as narrowing down items in advance based on the work you are currently involved in (for example, the advisor you are in charge of). can do. Therefore, it is possible to efficiently confirm the required member schedule.

In one aspect, the system of the present invention utilizes an accounting office database, a consultant database, a job execution record database, a schedule management module, a schedule database, and the like. This makes it possible to efficiently create a new schedule. Some future schedules can be completed on a specific date and time, while others are large, involving dozens or hundreds of processes. In the latter case, it takes a lot of time and effort just to input the schedule. However, by using a job execution record database or the like, such time and labor can be saved. Especially in the case of accounting work, there are many schedules that are carried out on a yearly basis, and the merit of adopting the above mechanism is great. It is also possible to use last year's schedule data instead of the job execution record database, but the schedule is undecided and does not reflect the actual content (for example, schedule data). Temporary jobs, etc. that are not reflected in). In that respect, the job execution record database reflects the actual contents more than the schedule data, and by creating the schedule data based on this, the schedule can be created more realistically. Is possible.

In one aspect, the system of the present invention utilizes an accounting office database, a consultant database, a schedule management module, and the like. This makes it easier for the accounting firm side and the adviser side to coordinate the schedule. Especially in the accounting business system, the accounting office side and the adviser side often manage the schedule respectively. However, by using the accounting firm database and the advisor database, it is possible to link the two and easily adjust the schedule. Also, when the user manually adjusts the schedule, it is necessary to refer to the schedule of all the participating members, but both the accounting office side and the adviser side do not want to be open to the other side. There is also a schedule content. Therefore, by adopting the above mechanism, it is possible to adjust the schedule without presenting the schedule that is not desired to be open.

In one aspect, the system of the present invention utilizes an accounting office database, a consultant database, a chat module, a memo management module, and the like. This makes it possible to avoid duplicate input between a plurality of functions (for example, chat, bulletin board, schedule). In the conventional system, while providing various functions, there have been cases where each function is forced to input duplicate contents. For example, if a meeting is decided, it is necessary to enter it in the memo as an important memorandum for oneself, while it is necessary to enter it in the schedule as information such as going out / leaving, and also attending the meeting. You must contact other members who should be by chatting. With the above mechanism, it is possible to complete the input once.

In one aspect, the system of the present invention comprises an access control module and an access control database. This makes it possible to manage different URLs and improve security. Further, by performing access control based on different URLs, it is possible to prevent unauthorized use of the system. For example, in the conventional system, unauthorized use of the system is prevented by a combination of an ID and a password, but when the ID and the password are broken or leaked, the security is not guaranteed. However, even if the ID and password are broken or leaked by adopting a different URL by the above mechanism (for example, the ID and password of the accounting office user are known to the advisory office user. If you do), you may be able to prevent unauthorized login of the system by not knowing the URL. Furthermore, even if the ID and password of the accounting office user are known to the advisory office user, it is determined whether or not access is possible based on the access source (for example, from the advisory office network). By disabling access with the URL for office mode), unauthorized login of the system can be prevented.

In one aspect, the system of the present invention includes an access control module, an access control database, an accounting office database, a consultant database, a chat module, and the like. When creating a chat room for a web conference, you can efficiently set members. In particular, users can be added as members of the chat room simply by specifying the advisor identification information, so it is possible to save the trouble of adding each member. In addition, when a member communicates with the other member by voice, video, etc., the member's communication environment (wired, wireless, etc. network environment, PC, mobile terminal, etc. connected device environment, working from home, in the office, going out) Since the settings of the camera, microphone, etc. that enable stable communication can be automatically set from the access source environment of the previous destination, etc., members can access the specified URL without making complicated connection settings, and security can be achieved. The secured Web conference can be performed with a simple operation.

In one aspect, the system of the present invention utilizes an accounting firm database, a consultant database, a chat module, a chat database, and the like. As the structure of the chat screen, a list of chat rooms including participants, posted contents displayed in chronological order such as posted messages, and related information such as attachments are displayed on separate screens for specific participants. Post content and related information can be extracted and displayed, which makes it easy to collect necessary information. In addition, by setting favorite messages, predetermined keywords, etc. from related information, report documents such as minutes and daily reports are automatically generated without the user creating them, so that business efficiency can be improved.

In one aspect, the accounting business support system of the present invention can confirm the schedule of the staff of the accounting office and the filing deadline information of the adviser on a schedule, and is convenient for business reports and contacts from outside, as well as memos and bulletin boards. By sharing information necessary for practical work such as, not only in the office but also at home or on the go, not only information sharing and operational efficiency of the accounting firm, but also simple operation between the accounting firm and the adviser It is possible to achieve both efficiency of information sharing and ensuring security. Specifically, by linking the accounting business system such as finance and tax of the accounting firm with the accounting business support system, the information on the settlement of accounts and the filing deadline of the adviser is automatically displayed on the schedule such as the calendar, and the accounting work. By presenting information suitable for the business of the place, the office user can cover the information necessary for the business without being aware of it. In addition, the accounting business support system uses an authentication system that takes into consideration the user's communication environment to establish strong security, and the user can perform business with peace of mind with simple operations without worrying about information leakage. In addition, the accounting business support system integrates functions such as schedules, chats, memos, bulletin boards, and web conferences, so that there is no need to use multiple applications such as SNS, and information is centralized and convenient. Can be managed.

The configuration of the groupware system in one embodiment is shown. The data of the accounting firm database in one embodiment is shown. The data of the adviser database in one embodiment is shown. The data of the chat database in one embodiment is shown. The accounting firm schedule database in one embodiment is shown. The advisor schedule database in one embodiment is shown. The configuration in which the groupware system in one embodiment is connected to each terminal is shown. The flow of creating a chat room in one embodiment is shown. The flow after creating a chat room in one embodiment is shown. The flow after creating a chat room in one embodiment is shown. The configuration of the groupware system in one embodiment is shown. The data of the accounting office memo database in one embodiment is shown. The data of the adviser memo database in one embodiment is shown. The data of the history database in one embodiment is shown. An interface for creating a new chat in one embodiment is shown. An interface for posting a message to a chat in one embodiment is shown. An interface for schedule management in one embodiment is shown. An interface for schedule management in one embodiment is shown. An interface for schedule management in one embodiment is shown. An interface for schedule management in one embodiment is shown. An interface for schedule management in one embodiment is shown. An interface for schedule management in one embodiment is shown. The flow of schedule display in one embodiment is shown. The flow of schedule creation in one embodiment is shown. The data of the job execution record database in one embodiment is shown. The flow of schedule creation in one embodiment is shown. An interface for creating a new schedule in one embodiment is shown. The configuration of the groupware system in one embodiment is shown. The data of the access control database in one embodiment is shown. The transition of the screen at the time of login authentication in one embodiment is shown.

Hereinafter, specific embodiments for carrying out the present invention will be described. The following description is intended to facilitate understanding of the present invention. That is, it is not intended to limit the scope of the present invention.

1. 1. Overview The present invention relates to an accounting business support system including a groupware system. The system may be configured by an information processing device known in the art or a combination thereof. The information processing device may be any device including a processor, a memory, a communication module, a storage medium, and the like, and examples thereof include a server, a personal computer, a tablet terminal, and a smartphone. In addition, a predetermined software or program is installed in the information processing apparatus, and these can instruct a processor to perform various information processing or data processing. The hardware and software work together to implement a given module or database. In the embodiments described later, various modules and databases are implemented according to the purpose of each embodiment. Such a series of modules and databases are implemented by one or more information processing devices. When modules and databases are distributed and implemented by a plurality of information processing devices, the information processing devices are connected to each other by a network or the like, and are configured to be able to send and receive information to and from each other through a communication module or the like. Ru. Further, the database and data represented in the subsequent embodiments (and drawings) are represented as if they are composed of one table, but in reality, they may be distributed to a plurality of tables or the like, or may be normal. It may be converted. Therefore, the database may be one table or a set of a plurality of tables.

2. 2. First Embodiment
2-1. System configuration
In one embodiment, the accounting business support system including the groupware system of the present invention includes a schedule management module, a chat module, an accounting office database, and a consultant database, as shown in FIG. Preferably, the accounting business support system including the groupware system of the present invention may further include a schedule database and / or a chat database. More preferably, the schedule database may include an accounting firm schedule database and an advisor schedule database. Further, preferably, the accounting business support system including the groupware system of the present invention may further include an access management module and an access management database. In the following description, a groupware system, which is one of the accounting business support systems, will be described as an example.

2-1-1. Schedule management module The schedule management module can add, update, and delete information about the schedule of groupware system users. Preferably, the schedule management module has access to the schedule database and can add, update, and delete information about the schedule. More preferably, the schedule management module has access to both the accounting firm schedule database and the consultant schedule database, and can add, update, and delete information about the schedule.

2-1-2. Chat module The chat module can manage chats between groupware system users. For example, the chat module can add, update, and delete information about messages posted by users and / or files accompanying them. Further, the chat module may manage not only chat but also communication in real time while sharing audio and video such as a Web conference. The chat module can also create, modify, and delete chat rooms. Furthermore, the chat module can add, update, and delete members of the chat room. Preferably, the chat module may have access to the chat database for the above purposes and may add, update, and delete information about the chat (eg, posted messages, chat rooms, chat users). The chat module may also have access to a consultant database and an accounting firm database in connection with member management. Also, in connection with the above-mentioned functions, the chat module can create an interface for receiving an instruction from the user. For example, the chat module can provide an interface for creating new chat rooms and changing settings. These interfaces may be configured to behave differently depending on the mode. The mode includes an office mode and an advisory mode. The office mode is a mode used by an accounting office user (hereinafter referred to as an office user) to share information within the accounting office. For example, in the office mode, the chat partner, schedule display target, and the like may be limited to office users. On the other hand, in the case of the advisory destination mode, it is a mode used for exchanging information between the advisory destination user and the office user. Therefore, it is possible to chat with the adviser user and share the schedule.

2-1-3. Accounting office database The accounting office database is a database that manages various information about accounting offices. For example, as shown in FIG. 2, predetermined information about an accounting firm can be recorded in a table format. The format of the database data described in the present specification is typically a table format (relational database), but is not particularly limited, and is another format known in the art such as XML and NoSQL type. It is also good (the same applies to the databases mentioned below).

The accounting firm database can manage accounting firm identification information for identifying accounting firms. In addition, the accounting office identification information may include the office name, office representative, number of staff, URL of the office homepage, and the like. In addition, the accounting firm database can manage accounting firm user identification information for identifying a user of the accounting firm. In addition, the accounting firm database contains the name of the user of the accounting firm, the classification of duties, the email address, the authority level of the user of the accounting firm, the skill level, and the consultant in charge (in the table of FIG. 2, the column name "charge". It is possible to manage the advisor identification information 1 to 2 ") and the group to which the advisor belongs (column name" group 1 to 2 "in the table of FIG. 2). The job classification is information on the job types of office users such as teachers, staff, and part-time workers. The authority level is the business scope of the office user associated with the access authority of the application (hereinafter referred to as an application) related to the business. Skill level is the proficiency level of skills related to the work of office users. This information is appropriately used according to the purpose of the embodiment described later. Further, although not shown in the figure, the accounting firm database may manage items that specify whether or not the person is an instructor or an instructor. As a result, it can be used when adjusting the man-hours of the schedule related to the guidance described later.

2-1-4. Advisory database The advisory database manages information about advisors as seen by accounting firms and the like. For example, as shown in FIG. 3, predetermined information about the adviser can be recorded in a table format. In addition, advisors are not only companies that have an advisory contract with an accounting firm (advisory company) and customers including individuals, but also companies that do not have an advisory contract but do business with an accounting firm. Customers including (advisor companies) and individuals may also be included. As with the accounting firm database described above, the data format is not limited to any particular format. The adviser database can manage the adviser identification information for identifying the adviser. In addition, the advisor database manages various information (so-called involvement information) about the company, such as the advisor name, industry, accounting period, capital, sales, URL of the advisor's homepage (not shown in Fig. 3). can do. Furthermore, the advisor database manages identification information according to the functions used in the groupware (for example, "adviser schedule ID", "adviser memo ID", etc. in FIG. 3), and with an accounting firm. It manages user information on the adviser side (for example, "adviser user identification information", "name", "email address", etc. in FIG. 3) that mainly exchanges information, and information associated with office users (for example,). , "Accounting office user identification information" etc.) can be managed in FIG.

The information relating the accounting office and the adviser (or each user) may be recorded in one of the adviser databases of the accounting office database, may be recorded in both databases, or separately. It may be recorded on a table or the like. For example, in FIG. 2, the accounting office database side holds information for identifying an advisor (for example, the adviser identification information 1 to 2 in charge), and in FIG. 3, the accounting office database side holds information for identifying an advisor. It has information that identifies (for example, accounting firm user identification information). In another example, as another table, information that identifies an advisor (for example, advisor identification information, advisor user identification information, etc.) and information that identifies an accounting office (for example, accounting office identification information, accounting affairs) It may be recorded in combination with the user identification information, etc.).

2-1-5. Chat database The chat database can record the contents of chats between office users or between office users and advisory users. Similar to the accounting office database described above, the data format is not limited to a specific format. As an example, as shown in FIG. 4, it is possible to manage the posted contents of the chat room and the information accompanying the posted contents. For example, the chat database contains information that identifies the chat room (“channel ID” in FIG. 4), type, title, creation date, and information that identifies the poster (“accounting office user identification information” in FIG. 4). "Advisor user identification information"), information about the message ("message ID", "text", "attached data" in FIG. 4), information for identifying history ("history ID" in FIG. 4), chat room Information about participating members (“participants” in FIG. 4) and the like can be managed. The type indicates the state of the operation mode of chat in the office (office mode) or chat with the adviser (adviser mode). The attached data may include binary data such as audio data and video data, and text data.

2-1-6. Schedule database The schedule database can record the schedules of office users and advisory users. Similar to the accounting office database described above, the data format is not limited to a specific format. 5 and 6 show a preferred example. The schedule database may include an accounting firm schedule database and a consultant schedule database.

The accounting office schedule database contains identification information (“office schedule ID” in FIG. 5) that identifies which office manages the schedule, and a flag for whether or not to allow sharing with advisors (in FIG. 5). "Shared flag"), information that identifies which office user's schedule ("Accounting office user identification information" in FIG. 5), date, start time, end time, deadline information (for example, settlement date). , Corporate tax and consumption tax filing deadline calculated from the previous year's results, consumption tax notification submission deadline obtained from total consumption tax information, deadline information recorded in another database such as tax notebook), display ( For example, month, week, day, etc.), category (eg, going out, visiting, internal meetings, holidays, other optional additional items, etc.), whereabouts (eg, attending, leaving, going out / business trip, absent) ), Subject, participants (participants 1 and 2 in FIG. 5), advisor identification information, text, attached data, job execution record ID (details will be described later), information for identifying history (“history ID” in FIG. 5). ") Etc. can be recorded. The accounting firm schedule may be configured so that the displayed content differs depending on the authority level of the user who views the schedule (for example, the accountant teacher of the accounting firm can view the schedule of all members or the person in charge. The group in charge of the same advisor at the level, you can only see yourself, etc.). Such control may be performed by the schedule management module.

The advisor schedule database includes the advisor schedule ID, shared flag, advisor user identification information, date, start time, end time, deadline information, display, category, location, subject, and participants (participants in FIG. 6). Information similar to the accounting office schedule database such as 1-2), text, attached data, history ID, office schedule ID, etc. can be recorded, but the difference is which advisor manages the schedule. It corresponds to the "office schedule ID" of FIG. 5 which is the identification information to be specified, and corresponds to the "adviser schedule ID" of FIG. 6 and the "accounting office user identification information" of FIG. "Adviser user identification information" and the like can be recorded. Further, the job execution record ID (details will be described later) and the like may not be present.

Further, in order to associate the schedule of the accounting office with the schedule of the adviser, for example, the identification information for specifying which office is involved in the schedule database of the adviser (“Office” in FIG. 6). Schedule ID ") may be recorded. Alternatively, the accounting office schedule database may record identification information (not shown in FIG. 5, for example, "adviser schedule ID") that identifies which advisor is involved in the schedule.

2-1-7. Access management module The access management module can manage users who access the groupware system (logged-in users) and accessible contents. The access control module can control user access while referring to the access control database. In addition, the access management module can control which content is presented to the logged-in user while referring to the access management database. For example, by preparing a login page for a logged-in user on the homepage of an accounting firm, the logged-in user can access the groupware from a place other than the office. In addition, the access management module automatically generates the URL (login page) that is the access destination based on the information of the logged-in user.

For example, when an office user makes a contact by chat, the object to be contacted differs depending on whether the user is in the accounting office (inside the office) or out of the office (outside). While in the office, we often interact with our advisors, we often interact with the office by reporting from outside the office. Even if the same chat is performed, the chat target is different, so it is necessary to control the content that can be accessed from the access source such as in the office or on the go. There are two contents to be provided to the office user and one content to be provided to the adviser user. The two contents provided to office users are (1) chat, schedule, memo, bulletin board, web conferencing (a mechanism for real-time communication by sharing video and audio) and other content for communication within the office (office). (Mode) and (2) Chat, schedule, memo, Web conference, involvement information (business content, officer information, offices, affiliated company information, etc.) and other content for communication with advisors (advisor mode) There are as many advisors as there are. One content provided to the adviser user is content for communication with an accounting firm such as chat, schedule, memo, and Web conference.

2-1-8. Access management database The access management database is described in detail later, but as shown in FIG. 25, the user who accesses the access source such as the adviser, the office, or the outside (corresponding to the adviser identification information in FIG. 25) and the access destination. It is composed of the URL of the above and the setting items of the content to be presented. The accessing users include office users and advisory users. All office users may prepare URLs inside and outside the office that are common to all users, or URLs inside and outside the office may be prepared for each user. Further, the adviser user may prepare a URL common to all users, or may prepare a URL for each user.

Further, the access control database can hold information for controlling which content can be presented by the system among the contents that can be presented by the system for each URL. For example, when the system can present a bulletin board, a memo, a schedule, and a chat, the URL for going out can hold control information such as turning on only the schedule and the chat, as shown in FIG. 25. By combining the URL and the content that can be presented, the chat with the office (office mode) is presented for the chat at the URL on the go even in the same chat, and the chat at the URL in the office is the advisor in charge of yourself. You can present a chat (advisor mode) with. In addition, the chat at the URL of the adviser is presented as a chat with the accounting firm (adviser mode). Details of the chat office mode and advisor mode will be described later.

As shown in FIG. 7, the system of the present invention in one embodiment may be connected to a terminal in an accounting office, a terminal in a consultant, or the like through a network, for example. Then, the groupware system mediates not only the exchange of information within the accounting firm but also the exchange of information between the accounting firm and the adviser. In addition, a mobile terminal or the like may be further connected through a part of a wireless network or the like so that it can be used from outside. The groupware system may be in an accounting firm, an authentication system (IDC), or the like.

2-2. Creating a chat room and selecting members You can create a new chat room by using the above-mentioned module and / or theta base provided by the groupware. As an example, a chat room can be created by the flow as shown in FIG.

As an overview, when an office user gives an instruction to create a group chat, a chat room is created through the chat module. If the advisor in charge of the advisor is specified in the instruction to create a group chat, the chat room (adviser mode) in which the advisor user participates is specified, and if the advisor is not specified, the office user. The chat module creates a chat room (office mode) in which only (meetings within a group in charge of one advisor by division of labor, guidance, etc.) participates.

To give a specific example, the chat module can provide an interface for new creation and setting change (FIGS. 8 and 10). For example, the chat module may provide an interface to any of the terminals shown in FIG. 7 via a network or the like. For example, when an interface is provided to the terminal of an office user, an advisor can be specified in the interface (FIGS. 8 and 20). When the adviser is specified (FIGS. 8, 20, YES), the chat module can access the adviser database by using the adviser identification information of the designated adviser (FIGS. 8, 30). Then, the adviser user can be added as a chat room member (FIGS. 8 and 40). For example, to explain with reference to FIG. 3, when the designated advisor destination identification information is "1001", the advisor destination user identification information "CID1001" associated with the advisor destination identification information "1001" is used in the chat room. Can be selected and added as a member of.

In addition, the chat module can access the advisor database or the accounting firm database by using the designated advisor identification information (FIGS. 8 and 50). Then, an office user (in charge of the advisor of the accounting firm) associated with the designated advisor can be added as a member (FIGS. 8 and 60). For example, to explain with reference to FIG. 2, when the identification information of the designated advisor is "1001", the accounting office user identification information "TID002" associated with the advisor identification information is used in the chat room. Can be selected and added as a member of. Further, instead of accessing the accounting office database, the advisory destination database may be accessed and the accounting office user identification information "TID002" associated with the advisory destination identification information may be selected and added.

When the advisor is not specified (Figs. 8, 20, NO), the chat module is the accounting office user identification information (including the group information, the accounting office user identification information is the accounting office user identification corresponding to the logged-in user). The information may be acquired by preserving it as a variable such as a session.) Access the accounting office database (Figs. 8 and 70), and use the accounting office user identification information "TID002". A certain office user may be selected as a member of the chat room, and if there is group information, a user belonging to the same group information "group 1001" may be selected as a member of the chat room and added (FIGS. 8 and 80). If there is no group information, the conditions for selecting members may be set by skill level, authority level, or the like.

In this way, by specifying the presence or absence of an adviser, it is possible to easily select the type of group chat (chat in the office or chat with the adviser) and the members of the chat room. Therefore, there is no need to specify each member individually. The above-mentioned mechanism is useful when an existing system (for example, an accounting business system) that has already been linked between the adviser and the accounting firm is used. In such a case, since the information associated with each user of the adviser and the accounting firm already exists, it can be effectively used. Further, the created chat room mechanism may be used not only for chat but also for communication using a moving image such as a web meeting (web conference).

2-3. Operation after creating a chat room After the members of the chat room have been selected, the chat module can execute the procedure shown in FIG. For example, the chat module can create a group chat (FIGS. 9 and 10) and register it in a database (including a chat database). The access control module acquires the information of the members participating in the group chat extracted from the group chat information registered in the database (Figs. 9 and 20), and from the acquired member information to the accounting office database and the advisor database respectively. It is possible to access and acquire information (Figs. 9 and 30), and from the acquired information, generate a login URL for the participating members based on the information related to the participating members (Figs. 9 and 40). ..

For example, if the participating member is an office user, the office code "9000", the office person in charge ID "TID002", and the URL of the accounting office (shown) are used as information related to the office user from the accounting office database. To get). The access control module uses the acquired URL of the accounting office "http://jimusho/", the office code "9000", "jin" indicating the inside, or "jout" indicating the outside, and "login" indicating the login screen. By combining, two URLs, an in-house URL "http://jimusho/9000/jin/login" and an outside URL "http://jimusho/9000/jout/login", are generated (FIGS. 9 and 40).

If the participating member is an advisor user, the office code "9000" and the URL of the accounting office are acquired from the accounting office database as information related to the advisor user, and the advisor identification information " "1001" and the advisor user identification information "CID1001" are acquired. The access control module combines the acquired accounting office URL "http://jimusho/" with the office code "9000", the advisor identification information "1001", and "login" indicating the login screen, and the URL "login" dedicated to the advisor. http: // jimusho / 9000/1001 / login ”is generated (FIGS. 9, 40).

Further, the access management module may generate an individual URL for each participating user. For example, in the case of the office user "TID002", the in-house URL "http://jimusho/9000/jin/TID002/login" and the outside URL "http://jimusho/9000/jout/TID002/login" are used. If the advisor user is "CID1001", the URL "http: // jimusho / 9000/1001 / CID1001 / login" dedicated to the advisor may be generated. Further, by creating an individual URL for each user, the content presented for each user can be finely controlled.

In addition, the chat module acquires the contact information (telephone number, e-mail address, etc.) of the chat room members (users) selected by accessing the advisor database and accounting office database, and uses the URL generated by the access management module. Notify each user by e-mail, short message, etc. to the attached contact information (Figs. 9 and 50). By clicking the URL attached to the received e-mail or short message, the user can easily join the chat room without entering a password or the like. In order to ensure security, a one-time password or the like may be attached together with the URL, and login authentication or multi-step authentication (for example, two-step authentication) in which the one-time password is entered at the time of login may be added. In addition, the chat module can access each of the accounting office database and the consultant database to record the association information with the group for the user (for example, the group ID can be stored in the "group" of the accounting office database. 1 ”The same applies to the advisor database, such as recording in a column).

Here, the generated URL may include a URL for the advisory mode and a URL for the office mode. For example, if a chat room within an office user is created, a URL for the office mode is generated, and if a chat room with an advisor user is created, a URL for the advisor mode is generated. May be good. The URL for the advisory mode may be included in a message addressed to a member who is an advisory user or an office user. The URL for the office mode is not included in the message addressed to the member who is the adviser user, but is included in the message addressed to the member who is the office user. The access management module may perform URL access control according to the access source. For example, both the URL for the office mode and the URL for the advisor mode may be accessible from the network in the office. On the other hand, the URL for the office mode may not be accessible from the network within the advisory destination, and the URL for the advisory destination mode may be accessible. Further, the URL for the office mode may be accessible from the out-of-home network, and the URL for the advisory destination mode may be inaccessible.

2-4. Selection of Chat Room Administrators Further, the chat module can set the chat room administrator. Based on the above flow, the members of the chat room will have a user on the advisor side and a user on the accounting office side, so if the chat module is specified as an advisor through the interface, , The chat room administrator authority can be assigned to the added office user (office staff) based on the advisor identification information specified in the interface (FIGS. 8 and 90).

In addition, the chat module accesses the accounting office database based on the accounting office user identification information when the advisor is not specified through the interface, and the office user associated with the accounting office user identification information. Of these, the administrator authority can be assigned to the user who has the accounting office administrator authority (for example, in the accounting office database, data indicating the chat room administrator authority is recorded in association with the user. (Fig. 8, 100).

In addition, when there are multiple users on the accounting office side as members of the chat room, for example, the chat module is a user with the highest job authority (for example, a user with administrator authority or the highest authority level). It may be configured to select (user) (eg, with reference to the privilege level as shown in FIG. 2). Alternatively, the chat module may grant administrator privileges to a plurality of users or all users on the accounting office side.

The administrator's settings in the above form can be automatically performed by the chat module without relying on the user's operation (although, of course, the setting by the user's operation is not excluded). This makes it possible to set up an efficient chat room.

2-5. Linkage between posted messages and memo function As shown in Fig. 10, after a chat room such as group chat is created (Figs. 10 and 10), the chat module assigns an administrator by the above method (Fig. 10). , 20), a message may be sent to invite the adviser user (the person in charge of the adviser) to the group chat (FIGS. 10 and 30). In addition, the user (participant) can post a message at will (FIGS. 10 and 40). In a further embodiment, the system of the present invention may further include a memo management module and a memo database (FIG. 11). In a more preferred embodiment, the memo database can include an accounting office memo database and a consultant memo database, as shown in FIGS. 12 and 13. The memo management module can provide a memo function in groupware, and the memo function can be used for any purpose such as memorandum or draft, not limited to the purpose such as schedule, bulletin board or chat. can. Specifically, the memo management module can receive the content posted by the user in a predetermined format and record it in the memo database. Similar to the above, the format of the database is not limited to a specific format.

As shown in FIG. 12, for example, the accounting office memo database includes an office memo ID, a shared flag, a memo ID, an accounting office user identification information, a category, a title, a creation date, a text, an advisor identification information, and attached data. , Publication, target, history ID, etc. can be recorded. The memo may be displayed in the form of a card, or the important memo may be marked to indicate importance. In addition, the memos may be classified into categories (for example, inquiries / contacts, minutes, visit memos, information, etc.) and displayed by narrowing down the categories. In addition, the memo may be associated with the adviser and the display may be narrowed down by the adviser.

The office memo ID is identification information that identifies the memo space used by a particular accounting firm. Although not shown in FIG. 2, a column corresponding to the office memo ID may be provided in the accounting office database. The shared flag is a flag for whether or not to allow sharing with the adviser, similar to the shared flag of the accounting firm schedule database. The memo ID is information for identifying each posted memo. The advisor identification information is information indicating which advisor the content of the posted memo is related to. Disclosure and target is information indicating to which target the content of the posted memo is to be published.

As shown in FIG. 13, for example, the advisor memo database includes an advisor memo ID, a shared flag, a memo ID, an advisor user identification information, a category, a title, a creation date, a text, attached data, a publication, a target, and a history ID. It is possible to record the same items as the accounting office memo database.

Here, the chat module can operate in cooperation with the memo management module. For example, a chat module can send content, including at least a portion of a message posted to a chat room, to a memo management module. The memo management module can record the received content in the memo database (FIGS. 10 and 50). Preferably, the chat module can parse the message posted in the chat room. For example, the chat module can detect a predetermined keyword (eg, "memo", "memorandum", "posting", etc.) in the message. Further, the message may be voice data or video data, and in that case, the voice data or video data may be converted into text by voice recognition processing (may be a known technique), and a predetermined keyword may be detected. Then, if it can be detected, it can be recorded as memo data (posting process) by the above procedure. In addition, the posted message may be created by voice input or video, voice data input by voice or video data created by video may be posted as it is, or video data or voice data may be voice-recognized and converted into text. You may post after creating a message, or you can post a message (video data or audio) by extracting the predetermined keyword after voice recognition processing of the video data or audio data and converting it into text. You may post it together with video data or audio data as a data summary).

When the memo database includes the accounting office memo database and the advisory memo database, for example, when the office user posts, it is recorded in the accounting office memo database and the advisory user posts. The chat module and the memo management module may be controlled so as to record in the advisor's memo database.

2-6. Coordination between posted messages and schedule function In the system of the present invention according to one embodiment, the chat module can operate in cooperation with the schedule management module. For example, the chat module can send content (such as notes and schedule appointments) that includes at least part of a message posted in a chat room to the schedule management module. The schedule management module can record the received contents in the schedule database (FIGS. 10 and 50).

Preferably, similar to the recording in the memo data, the chat module detects a predetermined keyword (for example, "appointment", "schedule", etc.) and schedules the content including at least a part of the posted message. It may be configured to pass to the management module. In this case, the chat module may be configured to analyze the posted content and automatically extract the date, time, destination, etc., and pass the extracted data to the schedule management module. May be done. Then, the schedule management module can record the passed data in the schedule database.

When the schedule database includes the accounting office schedule database and the advisor's schedule database, the same control as the recording in the memo data can be performed.

Also, as a modification, instead of reflecting the message in the chat in the schedule, the schedule management module was scheduled by creating a chat room and registering the date and time to allow the chat room to enter in advance in the schedule. Participating members may be allowed to enter the room on a specific date and time. For example, if you want to have a meeting with an advisor using a chat room, but you want to change the meeting with an advisor due to a sudden visitor, etc., set the date and time of the changed meeting as a schedule with the current participating members. By doing so, when the schedule management module reaches the date and time of the meeting after the change, the chat module allows the participating members to enter the chat room and the meeting can be held.

The above mechanism makes it possible to save the trouble of inputting the same or similar information in duplicate over a plurality of places. For example, you can input it in one place and reflect it in other necessary places. Therefore, the labor and time spent on operating the groupware system can be saved.

2-7. History management
The chat module can manage messages posted by members (participants) as a history. For example, the message can be recorded in the chat database described above or a separate history database not shown in FIG. 11 (FIGS. 10 and 60). Correspondingly, an item called a history ID may be provided in the chat database, the memo database, the schedule database, and the like.

Although not shown in FIG. 11, in one embodiment, the system of the present invention may further include a document creation module, which can access historical data (eg, historical database). For example, chat data includes participants, date and time, and message content. Therefore, the document creation module can perform processing such as rearranging the chat data in chronological order, and the document creation module can automatically create the minutes (FIGS. 10 and 70).

As a modification, not only the posted message by chat but also the text content created by a plurality of contents of the groupware system such as the posted message on the bulletin board, the input to the memo, and the schedule schedule may be centrally managed as a history. As shown in FIG. 14, for example, a history database that centrally manages history is composed of at least a history ID, a creation date and time, contents, and text. The history ID is the identification information of the history, and the creation date and time is the date and time when the history was created. The content is the content for creating the history of chat, bulletin board, schedule, memo, etc., and the text indicates the content of the text to be created. By centrally managing the texts created by various contents in the history, it is possible to analyze the text contents such as memos and posted messages by keywords without being restricted to the contents, so it is possible to create daily business reports for each user. can. The mechanism of analysis and determination is not particularly limited, and data (dictionary data, learned model) in which a specific keyword is associated with the location state may be used.

2-8. Switching Operation Modes In one embodiment, the chat module may be configured to switch operations according to at least two operation modes when a new chat room is created. The operation mode is an office mode and an advisor mode. The adviser mode is for communicating with the user of the adviser, and the office mode is for communicating within the office. For example, in the case of the advisor destination mode, an interface for designating an advisor destination when creating a chat room may be provided in the form described above.

On the other hand, in the office mode, it is not necessary to specify an advisor when creating a chat room. Therefore, the chat module specifies an advisor when providing an interface for creating a chat room. Items to be processed can be omitted. In this case, for example, the chat module may be configured to automatically (or by default) set all office users (or all groups) as members of the chat room. More specifically, the chat module can access the accounting firm database based on the accounting firm identification information and add the office user associated with the accounting firm identification information to the chat room members.

Also, when setting the chat room administrator, the chat module is a person who has a certain level of authority from among the office users (for example, a user who has administrator authority, for example, a system administrator, an accounting office). (Teacher, etc.) may be configured to be set as an administrator.

It should be noted that such mode switching may be realized by using an implicit variable (for example, a session variable of a Web application or the like). Further, the operation of switching the mode may be performed after the user logs in to the system. In addition, the mode may be automatically switched according to the URL accessed by the user (the office mode is used for the external URL, while the office mode or the advisor mode is used in combination with the authority level for the internal URL. It may be set automatically).

2-9. The screen configuration chat module may be configured to provide an interface for setting chat settings such as group chat settings. The interface is, for example, as shown in FIG. 15, an object for setting a chat name, an object for setting an icon corresponding to a chat, an object for setting a member, and a notification setting. It may have an object. The object may be in any format such as radio buttons, list boxes, checkboxes, text boxes, buttons, or any of these. For example, the objects for setting members are a check box for selecting each member, a text box for searching for members, a button for selecting all members, and a button for deleting all to cancel all selected states. , Everyone ⇔ A radio button that switches between individual selections may be adopted. In addition, the members to be displayed may be narrowed down to the members who can participate from the member's schedule information in advance. In the object for setting the icon corresponding to the chat, the display area of the image file of the selected icon and the button for selecting and specifying the image file may be adopted.

The chat module may also be configured to provide an interface for posting messages in chat. The format of the interface is not particularly limited, but for example, as shown in FIG. 16, a configuration including a first area, a second area, and a third area may be used. The first area may contain a list of chat rooms created (including, for example, direct chats, group chats) and objects for invoking an interface for creating chats (eg, the interface shown in FIG. 15). Yes (for example, the positive mark "+" in FIG. 16). The second area may include messages posted to the chat room selected from the list of chat rooms and information identifying the poster. The third area can include a list of files related to chat displayed in the second area (file list in FIG. 16) and a list of favorite messages (favorite list in FIG. 16). Further, although not shown in FIG. 16, not only a favorite message but also a predetermined keyword for analysis may be set.

For example, when "Group Chat" is selected from the list of created chat rooms, the group "Group 1" in which you (Taro Yama *) is a participating member is displayed in the created group chat. When "Group 1" is selected, it is expanded and, although not shown, participating members such as "Yama * Taro" and "Watashi * Jiro" are displayed. In the second area, all posted messages and posters posted in the chat room of "Group 1" are displayed. In the third area, all the files related to the chat displayed in the chat room of "Group 1" and all the favorite messages are displayed. Furthermore, if you select "Watashi Jiro", one of the participating members, the message posted by "Watashi Jiro" will be extracted and displayed in the second area, and related to the chat of "Watashi Jiro" in the third area. Files to be used and favorite messages may be extracted and displayed. In addition, when "Direct Chat" is selected from the chat room list, you (Yama * Taro) and "Watashi * Jiro", the other party of the chat, are highlighted in a frame.

3. 3. Second Embodiment In one embodiment, the groupware system of the present invention includes a schedule management module, a chat module, an accounting office database, a consultant database, and a schedule database. If necessary, the groupware system of the present invention may include a chat database. More preferably, the schedule database may include an accounting firm schedule database and an advisor schedule database.

3-1. The schedule display switching schedule management module provides a schedule management interface to the system user (for example, the interface shown in FIGS. 17-1 to 17-3). The screen configuration of the interface is not particularly limited, but for example, in the area on the left side of the screen (first area), items for narrowing down the users who display the schedule (filtering object, FIGS. 17-1 to 17-3). In the example of, a check box) may be provided. For example, an option to show all members of an accounting firm (“whole office”), an option to show users belonging to the same group (“group”), and an option to show logged-in users. ("User"), an option for displaying members related to the user (for example, users belonging to the same group) may be provided (specific relevance will be described later).

The schedule management module may switch the level at which the display is possible. For example, to display all members of an accounting firm only when a user with administrator privileges (eg, a user with a privilege level of 7 or higher, such as a system administrator or an accounting firm manager) is logged in. The schedule management module may switch the option (“whole office”) by setting the option that can be displayed according to the authority level of the user. When a user with low authority (for example, the authority level of a part-time job or a newcomer is 2 or less) is logged in, the schedule management module may switch so that only his / her own schedule is displayed. In addition, if a user with guidance authority to guide users with low authority (eg, a user with an authority level of 3 or higher such as young staff, mid-career staff, veteran staff, etc.) is logged in, the group in charge of a specific advisor The schedule management module may switch to display options for displaying members of. ("Group", "Digital Electronic Officer", etc.). Further, as the narrowing down items, data items (for example, categories, deadline information, etc.) shown in FIGS. 5 to 6 may be provided. For example, there is a function to associate the schedule with the adviser (category such as going out, visitor, etc.) and a display function such as the deadline information of the adviser (settlement date, filing deadline), and it has become a schedule management function specialized for accounting work. There is.

In the examples shown in FIGS. 17-1 to 17-3, the schedule to be displayed on the right side (second area) of the screen is switched according to the display of the options set according to the authority level of the user and the state of the check box. There is. Specifically, Fig. 17-1 (No. 1) shows the schedule of Saka △ Ichiro (user), option display according to the authority level (“whole office”), check box for schedule display, and options. It consists of items such as a user name that can be displayed on the display (“Saka △ Ichiro”, etc.), the location of the displayed user (“attended”, etc.), and specific user identification information to be displayed on a schedule (“user”). Figure 17-2 (Part 2) shows the schedule when Kawa x Jiro is the user, and the items of option display (“group”), check box, user name, user location, and user identification information according to the authority level. Consists of. Figure 17-3 (Part 3) shows the schedule when Yama ○ Taro is the user, and the items of option display (“user”), check box, user name, user location, and user identification information according to the authority level. Consists of. In FIG. 17-1 (No. 1), since the user is Saka △ Ichiro and the authority level is 7, three options of the entire office, group, and user are displayed. Further, in FIG. 17-2 (No. 2), since the user is Kawa × Jiro and the authority level is 4, two options of group and user are displayed. In FIG. 17-3 (No. 3), since the user is Taro Yama * and the authority level is 2, only the user's options are displayed.

Figure 17-1 (Part 1) shows the schedules of these four people on the right side of the screen, corresponding to the fact that the check boxes of Saka △ Ichiro (user), Yama ○ Taro, Kawa × Jiro, and Sato ◇ child are ON. It is displayed in. In addition, Fig. 17-2 (Part 2) shows the schedules of these three people on the right side of the screen, corresponding to the fact that the check boxes of Kawa × Jiro (user), Yama ○ Taro, and Saka △ Ichiro are ON. Has been done. In FIG. 17-3 (No. 3), the user's own schedule is displayed on the right side of the screen in response to the check box of Taro Yama * (user) being ON. Further, an example of a mechanism for providing such an interface will be described below with reference to FIG.

First, the schedule management module acquires specific user identification information (option display in the area on the left side of the schedule display screen, etc.) that is the user whose schedule is currently displayed (logged-in user who has "user" displayed in the option display). (Figs. 19 and 20). The acquisition operation may be performed, for example, in response to an operation (FIGS. 19 and 10) instructing the user to display the schedule. Further, the specific user identification information to be acquired may be acquired from, for example, separately managing the identification information of the logged-in user (for example, session management). In the case of an administrator or higher authority, an operation to specify a specific user (on the left side of the schedule display according to the authority level) before the operation to instruct to display the schedule (FIGS. 19 and 10). Set the area option display) and provide the corresponding user identification information (information for all staff for the "whole office" option, group members for the "group" option, and information for specific users only for the "user" option). It may be acquired by the schedule management module.

Next, the schedule management module accesses the advisor database or the accounting office database based on the user identification information, and the advisor identification information associated with the user identification information (for example, the advisor identification information in charge of the user). Can be obtained (FIGS. 19 and 30). For example, when the accounting office user identification information is "TID002", as shown in FIG. 2, "1001" and "2356" are acquired as the advisor destination identification information in charge (in charge advisor destination identification information 1 and 2). By referring to the column).

The schedule management module can access the accounting office database and acquire the group identification information associated with the advisor identification information based on the acquired advisor identification information (FIGS. 19 and 40). Further, based on the group identification information, it is possible to access the accounting office database and acquire the accounting office user identification information associated with the group identification information. For example, when the acquired advisor destination identification information is "1001", as shown in FIG. 2, the group 1001 is specified as the group identification information, and the accounts of "TID001", "TID002", and "TID005" belonging to the group are accounted for. Office user identification information (and related information (eg, name, affiliation, location, etc.)) is extracted.

For example, when multiple office users are in charge of the same advisor, specifically when the group is divided into smaller tasks (for example, a part-time job where only the input tasks of multiple advisors are performed). There is. The schedule management module not only refers to the advisor identification information, but also refers to the group identification information, so that the display can be performed in group units.

Further, the schedule management module may access the accounting office database and acquire accounting office user identification information for all accounting offices (FIGS. 19 and 50). In addition, the schedule management module can access a schedule database (eg, accounting office schedule database) to get a schedule of accounting office user identification information (preferably everyone) related to accounting office identification information. (Figs. 19 and 60).

After that, the schedule management module creates an interface for schedule management and sends it to the terminal. In the interface, for example, information related to the accounting office user identification information associated with the group identification information (for example, name, affiliation, location, etc.) can be displayed. Along with this, schedule information can be displayed on the interface. Further, the schedule management module can provide a means (check box in the example of FIGS. 17-1 to 17-3) for switching which member's schedule is displayed on the interface. Then, the schedule management module can switch the display of the schedule of each user in response to the user's operation on the switching means (for example, the schedule is narrowed down to a specific user from the acquired schedules for all members). Can be displayed).

3-2. Switching the location The schedule management module can acquire information on the location for each hour based on the acquired schedule (FIGS. 19 and 70). Then, based on the acquired location information, the display of the schedule including the location information of the office user may be switched (FIGS. 19 and 80). For example, when the current time is 10:00, the schedule information (second area) of Saka △ Ichiro (user) in FIG. 17-1 (No. 1) shows “corporate tax”. Based on this, the schedule management module can switch the user's location information (first area) to "attended" and display it. Similarly, the schedule information of Kawa x Jiro at the same time displayed by non-users is "Outing customer meeting". Based on this, the schedule management module can switch the information on the location of Kawa x Jiro to "go out" and display it. Schedule information is typically in any text format. Therefore, the schedule management module can analyze the contents of the schedule information and determine which location state corresponds to. The mechanism of analysis and determination is not particularly limited, and data (dictionary data, learned model) in which a specific keyword is associated with the location state may be used. Also, rather than performing such an analysis or determination (for example, rather than analyzing or determining the "text" item in the database shown in FIG. 5), simply the "location" of the database shown in FIG. You may use the item of. Alternatively, as shown in FIG. 5, the start time, end time, and location information are managed in the schedule database, and when the current time is between the start time and the end time, the corresponding location information is displayed. You may do so. Groupware may provide a function that allows you to manually set the user's current location. However, in this case, the user must operate the device each time to set "leave the seat", "go out", and the like. In some cases, you may forget to switch the location information and "leave your seat" or "go out". However, by making it possible to switch automatically at a specific time according to a predetermined schedule, it is possible to reduce the time and effort of the user's operation and reduce the risk of forgetting to set the location information. can.

3-3. Switching of operation modes In one embodiment, the schedule management module may be configured to switch operations according to at least two operation modes when switching the schedule display. The operation mode is an office mode and an advisor mode. The advisor mode is the schedule of the office user focusing on the events (meeting, settlement date, deadline information such as filing deadline, etc.) related to the advisor of the person in charge, and the office mode is all schedules related to the person in charge. Is. For example, in the case of the office mode, it is related to the information about the date such as yearly, monthly, weekly, and daily, and the user identification information such as self or group in the above-mentioned form. By switching the display of information etc., you can manage the schedule using various information related to yourself.

On the other hand, in the case of the adviser mode, not only the shared schedule of the displayed office user but also the schedule of the adviser user is added (used as a shared adviser schedule) in the above-mentioned form. ) May be possible. In addition, when using the shared advisory schedule, the office user can usually see the schedule added by the advisory user, but the office user and the advisory user log in using different URLs. Therefore, unless it is instructed to share the schedule, it will not be displayed to the office user, so that the adviser user can manage the schedule even for private contents with peace of mind.

It should be noted that such mode switching may be realized by using an implicit variable (for example, a session variable of a Web application or the like). Further, the operation of switching the mode may be performed after the user logs in to the system. In addition, the mode may be automatically switched according to the URL accessed by the user (the office mode is automatically set for the external URL, and the office mode or the advisor mode is automatically set for the internal URL in combination with the authority level. May be).

3-4. As described above, the screen configuration schedule module can provide an interface for schedule management, and as an example, the interface shown in FIGS. 17-1 to 17-3 can be provided. In another example, the schedule module can provide an interface for schedule management as shown in FIGS. 18-1 to 18-3. FIGS. 18-1 to 18-3 show a configuration in which the display unit of the schedule can be switched on a daily basis, a weekly basis, or a monthly basis. In addition, it may be possible to switch the display on a daily, weekly, monthly, or yearly basis. In order to enable such switching, for example, a button for switching may be provided. For example, if the "week" button is clicked in the state shown in FIG. 18-1 (No. 1), the screen may change to the state shown in FIG. 18-2 (No. 2). If the "month" button is clicked in the state shown in FIG. 18-1 (No. 1), the screen may change to the state shown in FIG. 18-3 (No. 3). The three figures shown in FIGS. 18-1 to 18-3 may be configured so as to be able to transition to each other.

In FIGS. 18-1 to 18-3, the first area is set to the office user of the entire office (the check box of the status of the entire office is ON), so even if the screen changes in the second area. The schedules of all users whose check boxes are selected are displayed. In FIG. 18-3 (No. 3), the schedule of Saka △ Ichiro (user) may be preferentially displayed, or the schedule (in-house meeting) common to all users whose check boxes are selected may be preferentially displayed. .. If you select that date, you may want to display the schedules of other users that are not displayed. Further, only the contents extracted by the category or the deadline information (for example, only the outing schedule or the visitor schedule) may be preferentially displayed. Further, the color of the user in the first area may be specified, and the schedule of the user in the second area may be changed to the specified color so that the user's schedule can be known by the color.

In addition, the setting of the first area (the setting that the check box is ON is changed from the whole office to the user or the display user as it is in the whole office) so that the second area becomes the optimum schedule display that is easy to see when the screen changes. Change) may be set automatically. Changes that reduce the number of display users may be changed automatically according to a preset purpose. For example, if the purpose of setting is for guidance purposes, the user with a low authority level may be given priority, and for the purpose of management, the user with a high authority level may be given priority.

4. Third Embodiment In one embodiment, the groupware system of the present invention includes a schedule management module, a chat module, an accounting office management module, an accounting office database, an advisor database, a schedule database, and a job. It has an execution record database. If necessary, the groupware system of the present invention may include a chat database. More preferably, the schedule database may include an accounting firm schedule database and an advisor schedule database.

4-1. Schedule creation based on last year's job execution record The schedule management module can provide users with the ability to create new schedules. Here, each schedule may be manually created by the user, but in addition to this, the schedule management module can provide a function of creating a schedule based on the job execution record of last year. An example of a mechanism for realizing such a function will be described below with reference to FIG. The job execution record is a record of operations such as finance and tax affairs until the declaration of the adviser by the office user, and the work of the business application or the like is managed as a job.

The schedule management module provides an interface for creating a new schedule in response to an operation from the user (FIGS. 20 and 10). The interface includes means for designating a consultant (which may be multiple consultants) (eg, a list box, etc.). The interface may also include a means of specifying who the schedule to create is. The job execution record database can be accessed in response to the operation of designating the adviser destination from the user (FIGS. 20 and 20). Then, the past job execution record data regarding the designated adviser is acquired (FIGS. 20 and 30).

As shown in FIG. 21, for example, the job execution record database includes a job execution record ID, an accounting office user identification information, a job start date, a job start time, a job time, a category, a job number, and an advisory destination identification information. Items such as job name, processing category, and guidance target can be managed. The job execution record ID is information for identifying one job execution record. The job number is identification information that identifies each work when the work up to the declaration of the adviser is divided into a plurality of works. For example, in FIG. 21, in the job execution record ID “J0022020831003”, there are operations such as accounting input and form output, and job numbers “0102” and “9909” are assigned, respectively. In addition, since the work actually performed includes guidance / education, it is possible to manage items such as processing categories and guidance targets. By recording the job execution record for one year for a specific adviser, the man-hours of the work up to the declaration of the adviser can be totaled and managed.

When the schedule management module acquires the past job execution record data, the schedule management module acquires the data by using the adviser identification information. For example, when the designated advisor destination identification information is "1001", the job execution record database shown in FIG. 21 is accessed and the data whose advisor destination identification information is "1001" is extracted. At this time, in order to acquire the past (especially last year) data, the schedule management module is specified by the time condition (for example, the year (and even the month) corresponding to the last year calculated from the current time) or the screen. Data can be obtained using (for example, by referring to the job start date, etc.). In addition, when the office user is in charge of multiple advisors, or when the advisors are not specified in addition to this, the past job execution record data of all the advisors is acquired. May be good.

In a preferred embodiment, the schedule management module can acquire other information on the Internet in addition to the job execution record database. For example, information such as the deadline for filing corporate tax and extension can be obtained from the NTA website as deadline information. The technique for acquiring such information on the Internet is not particularly limited, and Web crawling or the like known in the art may be used.

The schedule management module can create new schedule data by using the acquired job execution record data. Then, the created schedule data can be recorded in the schedule database (FIGS. 20 and 40).

The schedule management module changes the part corresponding to the date of the acquired data to the date of this year (for example, if today is 2020, the part of the acquired data date of 2019 is changed to 2020). Convert), which allows you to schedule this year's data.

Other information obtained on the Internet (for example, the filing deadline for this year published on the NTA website) is posted as the date for this year, so the date does not need to be converted. May be good.

In addition, the schedule management module can fine-tune the created schedule. For example, if a part of the schedule is assigned to a weekend or holiday as a result of creating based on the past job execution record, the schedule may be automatically changed on the day after the corresponding holiday. Furthermore, the subsequent schedule may be shifted by the changed number of days.

Further, the schedule management module may access the advisor destination database based on the advisor destination identification information, acquire various information, convert it into schedule data, and record it (FIGS. 20 and 50). Examples of various information include deadline information such as the settlement date or the filing deadline calculated based on the settlement date, and information such as the person in charge of the office.

The schedule management module may access the accounting office database, acquire, for example, business hours information, and fine-tune the schedule based on this. The business hours information may include, for example, business hours information in a normal period and business hours information in a busy period.

Further, the schedule management module may set a user to be instructed for a job related to instruction.

4-2. Skill-based schedule adjustment The schedule management module can adjust the schedule based on the skills of the office user in charge of each job. For example, the schedule management module can access the accounting office database and obtain information on the skill level of the person in charge based on the designated adviser identification information (FIGS. 20 and 60). Then, the man-hour data (man-hours related to the job) assigned to the new schedule data can be adjusted based on the information regarding the skill level (FIGS. 20 and 70). For example, information on skill level may be assigned a predetermined coefficient such as 0.8 (advanced, skilled), 1 (standard), 1.5 (young), 2.5 (newcomer, part-time job), and the like. .. Then, the working time of the schedule data may be adjusted by multiplying the man-hours by these coefficients. Alternatively, the schedule may be advanced or delayed according to the above coefficient. The man-hours to be multiplied by the coefficient may be managed directly as numerical values in the database shown in FIG. 21 (for example, the job time shown in FIG. 21), or the job end time in addition to the job start time. May be managed and calculated.

4-3. Coordinating the schedule for instruction The schedule created based on the execution job record database includes the schedule for instruction from experts to young and newcomers. Such a schedule may change the time required for instruction depending on the skills of the person receiving the instruction (part-time job, newcomer, young person, etc.). A standard instruction time may be determined for each job, a predetermined coefficient according to the presence or absence of experience and a skill level may be assigned, and the instruction time may be adjusted according to the above coefficient. For example, the standard instruction time for the job "accounting input" is set to 10 hours, and a predetermined coefficient based on the presence or absence of experience (2.0 with no experience, 0.8 with experience) and a predetermined coefficient based on the skill level (1.5 part-time job, 1 newcomer). If .5, young 1.0) is assigned, the teaching time for newcomers who have no experience is calculated by multiplying the teaching time of 10 hours by the predetermined coefficient of 2.0 for inexperienced and the predetermined coefficient of 1.5 for newcomers. )become.

Therefore, the schedule management module first acquires the accounting office user identification information that is the instructor and the accounting office user identification information that is the guidance target. The acquisition source may be, for example, an accounting office database configured to manage the corresponding items in the accounting office database, or the above-mentioned job execution record database. After that, the schedule management module accesses the accounting office database and acquires skill level information based on the accounting office user identification information to be instructed. In addition to this, the schedule management module accesses the execution job record database or the schedule database to acquire the information of the data regarding the instruction given by the user identification information of the accounting office who is the instructor. Then, the schedule management module can adjust the man-hours for the job to be instructed based on the man-hours related to the job and the skill level information (FIGS. 20 and 80). For example, when instructing a partner who does not have complete business knowledge, adjustments may be made to increase the man-hours. On the contrary, if the skill is improved and the skill level is higher than last year, the man-hours may be reduced. In any case, the schedule management module can create the schedule data of the instructing user or modify the once created data after adjusting the man-hours.

The accounting office management module may be configured to access the accounting office database and record office user data in association with consultant identification information. By associating the advisor identification information in advance and then creating a schedule based on the past job execution record, it is possible to set which person in charge the newly created schedule belongs to. In addition, even if a staff member who was not in charge of the designated advisor last year will be in charge of this year, it will be possible to automatically create a job as a guidance target.

By adjusting the schedule using such skill level, it is possible to reduce the time and effort for the user to manually operate and prepare the schedule. In addition, it is possible to prevent variations among the operating users compared to the case where the user manually adjusts the schedule (for example, by adjusting the schedule based on the user's own experience and intuition, similar tasks can be performed. There is a possibility that the man-hours related to similar guidance will vary, but it can be prevented by the above mechanism).

4-4. In addition , the schedule management module can add meeting / appointment data to the schedule. The source of such meeting / appointment data may be a conversion of chat data. Alternatively, the office user may add from the interface as shown in FIGS. 17-1 to 17-3. Alternatively, the adviser user may add the interface shown in FIGS. 17-1 to 17-3 by using the interface arranged for the adviser.

Further, the schedule management module may change the schedule once created based on the job execution record database in response to the operation from the user.

5. Fourth Embodiment In one embodiment, as shown in FIG. 11, the groupware system of the present invention includes a schedule management module, a memo management module, a chat module, an accounting office database, and a consultant database. It has a schedule database and a memo database. If necessary, the groupware system of the present invention may include a chat database. More preferably, the schedule database may include an accounting firm schedule database and an advisor schedule database. Similarly, preferably, the memo database may include an accounting office memo database and an advisory memo database.

5-1. Automatic extraction of candidate dates for schedules For example, when you want to have a meeting with the person in charge of the company you are consulting with, you may decide the date and time while presenting some candidate dates and times for the meeting. The schedule management module can extract the date and time when it is possible to have a meeting with the person in charge of the advised company based on the predetermined information, and automatically present it to the user as a candidate date and time. For example, the candidate date and time can be presented and the reservation schedule can be determined by the following procedure (FIG. 22).

First, the schedule management module provides an interface for creating a new schedule in response to operations from the user (operation of selecting a schedule and operation of creating a schedule) (FIGS. 22 and 10). The interface is configured so that an advisor can be specified (FIGS. 22 and 20). The interface may also provide other options (eg, regular appointments (eg, monthly, weekly, etc.), long or short time, etc.).

The schedule management module can access the schedule database (preferably the advisor destination schedule database) and acquire the information (schedule) related to the advisor destination identification information based on the advisor destination identification information specified in the interface. Yes (Figs. 22 and 30). In addition to this, the advisor database may be accessed to obtain information such as the advisor name. The adviser name and the like can be used to automatically set the content such as "meeting with (adviser name)" in the subject column of the schedule data, for example. Further, in the schedule data, the categories "going out", "meeting" and the like may be automatically set (FIGS. 22 and 40).

In addition, the schedule management module accesses the advisor database or accounting office database based on the advisor identification information specified in the interface, and acquires the accounting office user identification information associated with the advisor identification information. You may do so (FIGS. 22 and 50). Further, the schedule management module may access the schedule database (preferably the accounting office schedule database) based on the accounting office user identification information to acquire the office user's schedule (FIGS. 22 and 60). ).

Then, the schedule management module may extract candidate dates and times by using the schedule information of the adviser and the schedule information of the office user (FIGS. 22 and 70). Specifically, in both schedule information, a time zone with a vacancy may be extracted and a candidate date and time may be extracted. In this case, an upper limit may be set (for example, 3 or less) in order to prevent a large number of candidate dates from being displayed. Further, the method of setting the priority of the candidate date is not particularly limited, and for example, it may be presented preferentially from the near date and time after the next day. Further, the schedule management module can further narrow down the candidates for the time zone when there is a vacancy, based on the above-mentioned designated information such as whether it is a long time or a short time. In addition, when multiple office users participate, even if the time zone when all users have vacancy is extracted from the schedule information of multiple office users and the schedule information of the adviser in advance, the candidate date and time can be extracted. good.

In the above, it is useful for the office user to specify a consultant and present a candidate date for the schedule on the interface. On the other hand, when the adviser user outputs the candidate date of the schedule by using the system, it can be realized by changing the above method. In addition, in the above method, the meeting with the person in charge of the adviser company was explained as an example, but the same procedure is used for meetings such as study sessions and in-house meetings in the accounting office, and the candidate date and time are selected from the schedule information of multiple office users. Can be extracted.

In the above method, the adviser destination is specified, but such an operation is unnecessary when the adviser destination user uses the system. Instead, the schedule management module acquires the accounting office user identification information in charge of the adviser. For example, by accessing the advisor database, the identification information of the person in charge on the accounting office side can be obtained. Based on the identification information, the accounting office schedule database can be accessed to obtain the schedule related to the accounting office user identification information.

In addition, based on the adviser identification information, it is possible to access the adviser schedule database and acquire the schedule related to the adviser identification information. After that, the candidate date and time can be extracted by the same procedure.

In addition to extracting candidate dates and times, the schedule management module can access the accounting office database and the advisor database to further extract participant candidates (FIGS. 22 and 80). Participants on the advisory side can be extracted based on the advisory destination identification information and the like, and participants on the accounting office side can be extracted based on the advisory destination identification information and the group ID.

After setting the candidate date and time and the participants, the schedule management module can create a schedule and record it in the schedule database (FIGS. 22 and 90). At this time, in the case of creating a regular schedule, the schedule is repeatedly created while changing the date and time. The created schedule data may be separately recorded in the history database (FIGS. 22 and 100).

The content recorded in the history database may be recorded in the memo database or the chat database (FIGS. 22 and 110). For example, if an office user creates a schedule, the schedule management module can record not only in the accounting office schedule database but also in the advisory schedule database (and vice versa, that is, the advisory user schedules). The same applies when you create).

When recorded in the chat database, the schedule management module can record the created schedule (date and time, contents) as a message. And the chat module can post the content.

5-2. The screen configuration schedule management module may provide an interface for creating a new schedule such as creating a new schedule. For example, as shown in FIG. 23, the interface provides objects for setting categories, subject, date and time, person in charge, destination, content, file attachment (related file) settings, publishing settings, notification settings, and repeat settings. Can include. Items such as in-house meetings and going out can be set for the category, which can be selected from the list, and can be used for narrowing down the schedule. The subject is the content displayed in the schedule displayed in FIGS. 17-1 to 17-3 and 18-1 to 18-3, and can be input in the text box. As the date and time, the start and end dates and times can be set, and if the time cannot be specified, "all day" can be selected. It can be specified by text input or a separate calendar. The selection of the person in charge may be the same as the setting screen of the chat member shown in FIG. 15, or only the person in charge who can participate from the schedule information may be displayed. In addition, the visited destination may indicate the adviser to be visited, and the visited may be obtained from the adviser database and displayed in a list format. In addition, the content indicates detailed information about the visit such as the purpose of the visit, and can be input in the field of the text area "content" in FIG. 23. The related file settings can record not only the settings of the attached file but also the related files in relation to the schedule if necessary. In addition, the public setting is a setting of the public range such as whether it is for all or only the person in charge, and the setting of the range to be published can be set by the radio button. The public setting may be such that the public range such as public can be freely changed, such as only for groups, etc., instead of only two choices for all or the person in charge. In addition, the notification setting is a setting for notifying the participants, and it is possible to set whether or not to notify the created schedule in a list box format. Similarly, it is possible to set whether or not to repeat the schedule (in the case of repeating, which unit (weekly, monthly, etc.) is repeated).

6. Fifth Embodiment In one embodiment, as shown in FIG. 24, the groupware system of the present invention includes a schedule management module, a memo management module, a chat module, a bulletin board management module, an accounting office database, and the like. An advisor database, a schedule database, a memo database, a chat database, a bulletin board database, and a history database may be provided. More preferably, the schedule database may include an accounting firm schedule database and an advisor schedule database. Similarly, preferably, the memo database may include an accounting office memo database and an advisory memo database.

In one embodiment, the groupware system of the present invention includes a memo function, a schedule function, a bulletin board function, a chat function, and the like, but these functions may be linked with each other. For example, the content recorded in the memo may be posted to the schedule, or may be posted to the bulletin board. In another example, the content posted in the chat may be posted in a memo, in a schedule, or in a bulletin board. This makes it possible to save the trouble of inputting the same or similar information in duplicate over a plurality of places. For example, you can input it in one place and reflect it in other necessary places. Therefore, the labor and time spent on operating the groupware system can be saved.

6-1. Posting from the chat posted content As a specific mechanism, for example, the chat module may record the content posted in the chat in the chat database and also in the history database. In addition, the chat module can analyze the posted content. For example, the chat module can detect a predetermined keyword (eg, "memo", "memorandum", "posting", etc.) in the message. Further, the message may be voice data or video data, and in that case, the voice data or video data may be converted into text by voice recognition processing (may be a known technique), and a predetermined keyword may be detected. Then, if it can be detected, the data of the posted content (for example, the data recorded in the history database) can be transmitted to the memo management module, and the memo management module can be recorded in the memo database as memo data.

Alternatively, for example, the chat module can detect a predetermined keyword (eg, "plan", "appointment", etc.) in the message. Further, the message may be voice data or video data, and in that case, the voice data or video data may be converted into text by voice recognition processing (may be a known technique), and a predetermined keyword may be detected. If it can be detected, the posted content data (for example, the data recorded in the history database) can be sent to the schedule management module as schedule data and recorded in the schedule database as schedule data. .. The schedule management module can analyze the posted contents and appropriately extract items related to the schedule (time, place, visited destination, etc.).

Alternatively, for example, the chat module can detect certain keywords (eg, "share", "contact", etc.) in the message. Further, the message may be voice data or video data, and in that case, the voice data or video data may be converted into text by voice recognition processing (may be a known technique), and a predetermined keyword may be detected. If it can be detected, the posted content data (for example, the data recorded in the history database) can be transmitted to the bulletin board management module as bulletin board data, and the bulletin board management module can be recorded in the bulletin board database as bulletin board data. can.

Alternatively, for example, the chat module can detect a predetermined keyword (eg, "memo", "memorandum", etc.) in the message. Further, the message may be voice data or video data, and in that case, the voice data or video data may be converted into text by voice recognition processing (may be a known technique), and a predetermined keyword may be detected. If it can be detected, the posted content data (for example, the data recorded in the history database) can be sent to the memo management module as memo data, and the memo management module can record it in the memo database as memo data. can.

6-2. Posting from the contents of the memo The memo management module may record the contents input by the user as a memo in the memo database and also in the history database. In addition, the memo management module can analyze the contents. For example, the memo management module can detect a predetermined keyword (for example, "plan", "appointment", etc.) in the memo. Further, the memo may be voice data or moving image data, and in that case, the voice data or moving image data may be converted into text by a voice recognition process (a known technique may be used), and then a predetermined keyword may be detected. If it can be detected, the posted content data (for example, the data recorded in the history database) can be sent to the schedule management module as schedule data and recorded in the schedule database as schedule data. .. The schedule management module can analyze the posted contents and appropriately extract items related to the schedule (time, place, visited destination, etc.).

Alternatively, for example, the memo management module can detect a predetermined keyword (for example, "sharing", "contact", etc.) in the message. The memo may be voice data or video data, and in that case, the voice data or video data may be converted into text by voice recognition processing (may be a known technique), and then a predetermined keyword may be detected. If it can be detected, the posted content data (for example, the data recorded in the history database) can be transmitted to the bulletin board management module as bulletin board data, and the bulletin board management module can be recorded in the bulletin board database as bulletin board data. can.

When the memo database includes the accounting office memo database and the advisor's memo database, the memo management module can switch the recording of the contents of the memo according to the user who posted the memo. For example, when the office user is the poster, the memo management module can record the posted memo (accounting office memo) in the accounting office memo database. On the other hand, when the adviser user is a poster, the memo management module can record the posted memo (adviser memo) in the adviser memo database.

Here, for example, the memo management module can detect a predetermined keyword (for example, "advisor", "office", etc.) in the message. The memo may be voice data or video data, and in that case, the voice data or video data may be converted into text by voice recognition processing (may be a known technique), and then a predetermined keyword may be detected. Then, if it can be detected, it can be recorded in the other database. Specifically, if the poster is an office user, it can be recorded in the advisory memo database, and if the poster is an advisory user, it can be recorded in the accounting office memo database. In addition, a (tax accountant) business processing book, a (tax accountant) business report, or the like may be created from a memo of an advisor or a memo of an accounting firm.

6-3. Switching Operation Modes In one embodiment, the memo management module may be configured to switch operations according to at least two operation modes when switching the memo display. The operation mode is an office mode and an advisor mode. The advisor mode is a memo of the office user focusing on events related to the adviser of the person in charge (meeting, settlement date, deadline information such as filing deadline, etc.), and the office mode is all memos related to the person in charge. Is. For example, in the office mode, you can easily record what you noticed when you visited the adviser, the contents of the meeting, etc. with a smartphone etc. By recording and centrally managing information and sharing it among staff members, memo management using various information is possible.

On the other hand, in the case of the adviser mode, not only the shared memo of the office user displayed but also the memo of the adviser user is added (used as a shared adviser memo) in the above-mentioned form. ) May be possible. In addition, when using the shared advisory memo, the memo added by the advisory user is usually seen by the office user, but the office user and the advisory destination user log in using different URLs. Therefore, unless it is instructed to share the memo, it will not be displayed to the office user, so that the adviser user can manage the memo with confidence even for private contents.

It should be noted that such mode switching may be realized by using an implicit variable (for example, a session variable of a Web application or the like). Further, the operation of switching the mode may be performed after the user logs in to the system. In addition, the mode may be automatically switched according to the URL accessed by the user (the office mode is automatically set for the external URL, and the office mode or the advisor mode is automatically set for the internal URL in combination with the authority level. May be).

7. Sixth embodiment
7-1. Access Control In one embodiment, the groupware system of the present invention includes an access control module and an access control database. In the embodiment, the groupware system of the present invention may further implement any one of the above-mentioned first to fifth embodiments, or a mechanism in which these are combined.

There is a need to switch different contents depending on the access source. For example, even if the content is related to one accounting office, it is not only the type of user, whether it is on the go, in the accounting office, or as an advisor in charge of the accounting office, but also on a PC, smartphone, etc. It is also necessary to switch the content depending on the type of connected device such as a mobile terminal. Furthermore, it is necessary to switch the contents of the advisors in charge of the accounting office according to the advisor identification information and the type of connected device.

In order to achieve these purposes, as shown in FIG. 25, the access management database contains information on the classification related to the access source, the advisor identification information, the URL, and the setting items of the content to be presented (bulletin board, memo, schedule, chat, etc.). Can be recorded. The category related to the access source manages information for identifying, for example, whether it is in the office, on the go, or as an advisor. However, since there are a plurality of advisors, the advisor identification information is managed in response to assigning different URLs to each advisor. Therefore, even if the category managed as an access source is the same category as "adviser destination", the advisor destination identification information is 1001, and in 2356, "http://jimusho/9000/1001/login" and "http: http: The URL is different, such as "// Jimusho / 9000/2356 / login". Further, as shown in FIG. 25, the access control database can hold information for controlling which content can be presented by the system among the contents that can be presented by the system for each URL. For example, when the system is accessed from the URL inside the office, the bulletin board, memo, schedule, and chat may be presented, and the URL outside the office can hold control information such as turning on only the schedule. Web conferencing may be included in the setting items of the content to be presented.

The access control module can control user access while referring to the access control database. In addition, the access management module can control which content is presented to the logged-in user while referring to the access management database. The access management module automatically generates a URL for the user to log in while referring to the access management database in the above-mentioned form.

The URL indicates the site for logging in to the system. There are several merits of using different URLs in this way. For example, accounting firms include content that they do not want their advisors to see.

As one solution, when logging in and authenticating, it is sufficient to determine whether the user is an office user or an advisor user and switch the content. However, for example, the ID and PW may be leaked, or a malicious user may attempt to log in by brute force. However, if the two use different URLs and the adviser is not informed of the URL used by the accounting office, the security will be improved accordingly. Even if the ID and PW are leaked, you cannot try to log in unless you know the URL.

In addition, as an advantage of switching content between the office and the office for the accounting office, there is a risk of loss of the terminal when the office is out, and the risk of information leakage is relatively high. Therefore, it is desirable to limit some of the content that can be viewed in the office while on the go. Therefore, by properly using different URLs for going out and in the office, it is possible to reduce the risk of information leakage while ensuring the convenience of being able to use the URL even when going out.

In addition, there is a possibility of trying to access the URL in the office by using a terminal such as a smartphone while going out. In this case, in cooperation with the authentication system of FIG. 7, the access management module acquires the terminal information (OS and IP address) of the access source and determines whether it is inside or outside the office, or whether the terminal is a PC. It may be determined whether it is a tablet or a smartphone. For example, when an attempt is made to log in using the URL in the office on a smartphone on the go, the access management module may determine that login is not possible and block the login in cooperation with the authentication system. In addition, the access management module determines whether or not to log in by combining the URL indicating the access source of the outside, the office, or the advisor, the connected device of the logged-in user, and the presence or absence of the dedicated application (groupware application), and the determination result. Based on this, the authentication system can automatically select and display simple login authentication while ensuring security. For example, when a user accesses a URL on a PC with a Web browser, the authentication system performs multi-step authentication (for example, two-step authentication) that combines a normal password authentication with a one-time password by e-mail, whereas a smartphone or the like performs. When accessing the URL with a Web browser on a mobile terminal, the authentication system inputs the code (such as "CID1001" or "TID002" which is the identification information of the advisory user or the office user) contacted in advance by e-mail or the like. And you can log in. In addition, when a predetermined application other than the Web browser, for example, a dedicated application is installed on a mobile terminal such as a PC or a smartphone, the user starts the application or clicks the URL by an operation in the application. You can just log in without authentication. In the case of a dedicated application, the probability of being generally obtained is low, and since the account to be used is fixed by initial settings, the probability of unauthorized use is low. Therefore, by enabling login without authentication, efficient operation is possible while considering security. In the case of two-step verification, for example, as shown in FIG. 26, a disposable password may be sent to the user by e-mail or the like, or an additional discard code is issued and the code is transmitted to the system person in charge. Therefore, the person in charge of the system may allow login. In the latter case, the access control module logs in in response to input of permission information from a user with administrator privileges (eg, in the accounting firm database shown in Figure 2, permission level 7 or higher). You can allow the requesting user to log in.

In addition, as a modification, after creating a chat room in the above-mentioned form using a chat module, a URL and a login user indicating the access source of the outside, the office, or the advisor in a web conference by the participating members of the chat room. By using authentication based on the combination of the connected device and the presence / absence of a dedicated application (groupware application), the optimum Web conference configuration can be automatically determined and set from the connected devices of the participating members. For example, you can set video (high quality) and audio (high quality) for a PC in the office, set video (medium quality) and audio (medium quality) for a home PC, and video (none) for a smartphone on the go. And voice (low quality) settings, such as video (low quality) and voice (medium quality) settings for the advisory user's notebook PC, it is possible to judge and set the optimum Web conference configuration with stable communication. Therefore, stable communication can always be performed. Further, the above-mentioned Web conference may be automatically held at a specific scheduled date and time by using the schedule management module and the chat module.

8. Others In the above, the specific embodiment of the invention has been described by taking the relationship between the accounting firm and the adviser as an example. The accounting firm may be changed and applied to another entity (for example, a tax accountant office), and such a change is also within the scope of the present invention. Therefore, the terms such as the accounting office database and the accounting office user described above with the word "accounting office" include the tax accountant office in the present specification.

The specific embodiment of the present invention has been described above. The above embodiment is merely a specific example of the present invention, and the present invention is not limited to the above embodiment. For example, the technical features disclosed in one of the above embodiments can be applied to other embodiments. Further, unless otherwise specified, for a specific method, it is possible to replace some steps with the order of other steps, and a further step may be added between the two specific steps. The scope of the present invention is defined by the claims.

Claims (16)

A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, and a schedule database.
The schedule management module is
(1) Acquire specific user identification information and
(2) Based on the user identification information, the accounting office database is accessed, and the advisor identification information associated with the user identification information is acquired.
(3) Based on the adviser identification information, access the accounting office database, acquire the group identification information associated with the adviser identification information, and obtain the group identification information.
(4) Based on the group identification information, access the accounting office database, acquire the accounting office user identification information associated with the group identification information, and obtain the accounting office user identification information.
(5) Access the schedule database, acquire the schedule of all the accounting office user identification information related to the accounting office identification information, and obtain the schedule.
(6) As an object corresponding to the narrowing down item for the schedule acquired in (5) above, a user interface including information on the accounting office user identification information acquired in (4) above and including the schedule of each user is provided. death,
(7) Switching the display of each user's schedule in response to the user's operation on the object corresponding to the narrowing item.
It is a system configured as
Information relating the accounting firm to the advisor or each user is recorded in the accounting office database, the advisor database, or both, or identifies the advisor as a separate table. A system that records a combination of information and information that identifies the accounting firm. The system according to claim 1, wherein the schedule management module is configured to switch the display of the location information of the accounting office user based on the acquired schedule. The system according to claim 1 or 2.
The user interface includes a first area and a second area.
The first area contains schedule contents of a plurality of users.
The second area includes an object corresponding to the narrowing item for filtering the schedule displayed in the first area, and location information.
The objects corresponding to the narrowing items are related to the display switching for all, the display switching of the logged-in user, and the display switching of the users belonging to the same group as the user.
The user interface further includes an object for switching display units.
The object for switching the display unit is configured to enable display switching at least on a daily basis, a weekly basis, and a monthly basis.
system. A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office management module, an accounting office database, an advisor database, a schedule database, and a job execution record database.
The accounting office management module is configured to access the accounting office database and record the accounting office user's data in association with the advisor identification information.
The schedule management module is
(1) Provide an interface for creating a new schedule , and specify an advisor in the interface.
(2) Access the job execution record database based on the advisor identification information specified in the interface, acquire the past job execution record data, and obtain the past job execution record data.
(3) Record new schedule data in the schedule database based on the acquired past job execution record data.
It is a system that is configured as
Information relating the accounting firm to the advisor or each user is recorded in the accounting office database, the advisor database, or both, or identifies the advisor as a separate table. A system that records a combination of information and information that identifies the accounting firm. The system according to claim 4, wherein the schedule management module is
(4) Based on the adviser identification information, access the adviser database or the accounting office database to acquire the accounting office user identification information associated with the adviser identification information.
(5) Access the accounting office database, acquire the skill level information of the accounting office user, and obtain the skill level information.
(6) The man-hour data assigned to the new schedule data is adjusted based on the skill level information.
A system that is configured to be. The system according to claim 4 or 5, wherein the schedule management module is
(4) Based on the adviser identification information, access the adviser database or the accounting office database to acquire the accounting office user identification information associated with the adviser identification information.
(5) Access the accounting office database, acquire the skill level information of the accounting office user, and obtain the skill level information.
(7) Access the schedule database to acquire the schedule data of the user who is the instructor among the accounting office users.
(8) Access the accounting office database to acquire the accounting office user identification information and skill level information to be instructed.
(9) As the schedule data of the accounting office user who is an instructor, the instruction job data adjusted based on the skill level information is recorded in the schedule database.
A system that is configured to be. A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, and a schedule database.
The schedule management module is
(1) Provide an interface for creating a new schedule , and specify an advisor in the interface.
(2) Based on the adviser identification information specified by the interface, access the schedule database to acquire the schedule related to the adviser identification information.
(3) Based on the adviser identification information, access the accounting office database or the adviser database to acquire the accounting office user identification information associated with the adviser identification information.
(4) Based on the accounting office user identification information, access the schedule database to acquire the accounting office user's schedule.
(5) Extract the vacant candidate date and time based on the schedule related to the advisor identification information and the schedule of the accounting office user.
It is a system that is configured as
Information relating the accounting firm to the advisor or each user is recorded in the accounting office database, the advisor database, or both, or identifies the advisor as a separate table. A system that records a combination of information and information that identifies the accounting firm. A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, and a schedule database.
The schedule management module is
(1) Provide an interface for creating a new schedule,
(2) When the user who operates the interface is the adviser user, the accounting office database or the adviser database is accessed based on the adviser identification information, and the accounting work associated with the adviser identification information is performed. Obtain user identification information
(3) Based on the accounting office user identification information, access the schedule database to acquire the schedule related to the accounting office user identification information.
(4) Based on the adviser identification information, the schedule database is accessed to acquire the schedule related to the adviser identification information.
(5) Extract vacant candidate dates and times based on the schedule related to the advisor identification information and the schedule of the accounting firm user.
It is a system that is configured as
Information relating the accounting firm to the advisor or each user is recorded in the accounting office database, the advisor database, or both, or identifies the advisor as a separate table. A system that records a combination of information and information that identifies the accounting firm. The system according to claim 7 or 8.
The interface for creating a new schedule is a system including an object for setting a category, a subject, a date and time, a person in charge, an advisor, detailed information, related files, public settings, notification settings, and repeat settings. It is a groupware system equipped with a schedule management function, a memo function, a bulletin board function, and a chat function. It is a schedule management module, a memo management module, a chat module, a bulletin board management module, an accounting office database, and an advisor database. It has a schedule database, a memo database, a chat database, a bulletin board database, and a history database.
The chat module is configured to (1) record a message posted in a chat in the chat database and also in the history database.
(2) Detecting a predetermined keyword in the message,
(3) If the detected keyword is a keyword related to a schedule, the schedule management module is used. If the detected keyword is a keyword related to a memo, the memo management module is used. If the detected keyword is a keyword related to a bulletin board, the bulletin board is used. Have the management module send the data based on the message and record it in the corresponding database.
It is a system that is configured as
Information relating the accounting firm to the advisor or each user is recorded in the accounting office database, the advisor database, or both, or identifies the advisor as a separate table. A system that records a combination of information and information that identifies the accounting firm. It is a groupware system equipped with a schedule management function, a memo function, a bulletin board function, and a chat function. It is a schedule management module, a memo management module, a chat module, a bulletin board management module, an accounting office database, and an advisor database. It has a schedule database, a memo database, a chat database, a bulletin board database, and a history database.
The memo management module is configured to (1) record the content posted as a memo in the memo database and also record it in the history database.
(2) Detecting a predetermined keyword in the content,
(3) If the detected keyword is a keyword related to chat, the chat module is used, if the detected keyword is a keyword related to a schedule, the schedule management module is used, and if the detected keyword is a keyword related to a bulletin board, the bulletin board management is performed. Have the module send data based on the content and record it in the corresponding database.
It is a system that is configured as
Information relating the accounting firm to the advisor or each user is recorded in the accounting office database, the advisor database, or both, or identifies the advisor as a separate table. A system that records a combination of information and information that identifies the accounting firm. A groupware system with a schedule management function and a chat function.
The system includes a schedule management module, a chat module, an accounting office database, an advisor database, an access management module, and an access management database.
The access management database records login URLs for each type of access source terminal and application.
The access management module refers to the access management database, controls which content is presented to the logged-in user, and controls.
The chat module is configured to send a message addressed to the account of the user's identification information corresponding to the member after the member of the newly created chat room is determined.
The message contains a URL and
The URL is a URL that allows users to log in without entering information necessary for authentication under predetermined conditions.
The URL includes a URL for the advisor mode and a URL for the office mode.
The URL for the advisory mode is included in a message addressed to a member who is an advisory user or an accounting firm user.
The URL for the office mode is not included in the message addressed to the member who is the advisory destination user, but is included in the message addressed to the member who is the accounting office user.
Both the URL for the office mode and the URL for the advisor mode can be accessed from the network in the office.
The URL for the office mode is inaccessible from the network within the advisor, and the URL for the advisor mode is accessible.
The URL for the office mode is accessible and the URL for the advisor mode is inaccessible from the outing network.
It ’s a system,
The URL for the office mode includes a URL for going out and a URL for the office.
The system is configured to switch and display different contents for the URL for going out and the URL for office use when accessed by the accounting office user.
Information relating the accounting firm to the advisor or each user is recorded in the accounting office database, the advisor database, or both, or identifies the advisor as a separate table. A system that records a combination of information and information that identifies the accounting firm. The system of claim 12
The chat module
(1) An interface for creating a new chat room and changing settings is provided, where the interface includes an office mode and an advisor mode, and in the case of the advisor mode, the interface is used as an advisor. Specify the destination,
(2) In the case of the advisor mode,
(2-1) Access the advisor database based on the advisor identification information specified in the interface, add the advisor user to the chat room member, and add the advisor user.
(2-2) Access the advisor database or accounting office database based on the advisor identification information specified in the interface, and add the accounting office user associated with the advisor identification information to the chat room members. death,
(3) In the case of the office mode,
(3-1) Access the accounting office database based on the accounting office identification information, and add the accounting office user associated with the accounting office identification information to the chat room member.
A system that is configured to be. The system according to claim 12 or 13.
The chat module
(1) An interface for creating a new chat room and changing settings is provided, where the interface includes an office mode and an advisor mode, and in the case of the advisor mode, the interface is used as an advisor. Specify the destination,
(4) In the office mode, the accounting office database is accessed based on the accounting office identification information, and among the accounting office users associated with the accounting office identification information, the accounting office administrator authority is given. Assign administrator privileges to users who have
A system that is configured to be.
(5) In the case of the adviser mode, the chat room administrator authority is assigned to the added accounting office user based on the adviser identification information specified in the interface.
A system that is configured to be. The system according to any one of claims 12 to 14.
When the URL is accessed via a dedicated application, it is configured to allow login without authentication.
system. The system according to any one of claims 1 to 15, wherein the chat module determines the quality of video and audio based on a URL indicating an access source and a connected device when providing a web conferencing function. A system that is configured to adjust.

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