JP5501888B2 - Accounting office introduction system - Google Patents

Description

  The present invention relates to an accounting office introduction system for introducing an accounting office to a user who uses a business application such as accounting and tax.

  As a method for introducing experts in fields such as tax and accounting in the area where the user lives, for example, an intellectual supporter introduction method described in Patent Document 1 is known. In this method, from introduction members placed in advance in each region, information on experts closely associated with each region is collected and stored in a database. It searches the database and mediates the appropriate specialists. According to such a method, there is an advantage that an expert who is in close contact with the region can be easily and quickly selected from a large number of candidates.

  However, in the introduction method described above, the subject is the user, and the professional accounting firm can only wait for it to receive the introduction and approach the user independently. As a result, it was difficult for accounting firms to effectively acquire new customers using this method alone.

JP 2001-319005 A

  The present invention has been made in view of such circumstances, and it is possible to introduce each user to an accounting firm suitable for the user from among a large number of candidates. It is an object of the present invention to provide an accounting office introduction system that enables users to be effectively approached to acquire new customers.

  A first aspect of the accounting office introduction system according to the present invention includes a plurality of user terminals in which a predetermined business application is installed, a plurality of accounting office terminals, and management that is connected to these terminals via a network. An accounting office introduction system comprising a server, wherein the user terminal stores a company information of a user who uses the user terminal, and a control unit that performs control to transmit the company information to the management server The accounting office terminal includes the office information of the accounting office that uses the accounting office terminal, the advertising condition regulation information that regulates the conditions of the user to be advertised by the accounting office, and the A storage unit that stores advertisement information provided to a user who satisfies the conditions; and the advertisement condition regulation information, the advertisement information, and the office information are stored in the management server. A control unit that performs control to be transmitted to the storage server, the management server storing information received from each user terminal and each accounting office terminal, and starting the predetermined business application, the user terminal Whether the user satisfies the conditions stipulated in the advertising condition stipulation information of each accounting office based on the company information of the user when the company information or identification code of the user is transmitted from As a result, the accounting office that advertises the user is searched, a search unit that extracts the corresponding accounting office, and a list of the extracted accounting offices are created as an accounting office list. The accounting office list received from the management server by the control unit of the user terminal. In addition to performing control to display on the display unit, when any accounting firm is selected from the accounting firm list, the advertisement information of the selected accounting firm is acquired from the management server. Control is performed to display on the display unit.

  In the accounting office introduction system, the information management unit of the management server totals the number of users who satisfy each condition in advance for each condition that can be set as the condition of the user, and the distribution result can be distributed. While performing control to transmit to the accounting office terminal as an information list, the control unit of the accounting office terminal prompts the user to input the conditions of the user to be advertised by the accounting office, and the input conditions are The number of users who satisfy each condition is determined based on the distributable area information list received from the management server when performing control to transmit to the management server as advertisement condition regulation information and prompting the user to input the conditions. It is also possible to adopt a configuration for performing control to display on the display unit.

  The accounting firm list includes the URL of the accounting firm's website on the Internet. When any accounting firm is selected from the accounting firm list, the user terminal control is performed. The department may perform control for acquiring display data of the homepage of the selected accounting office and displaying it on the display section.

  In addition, the storage unit of the accounting office terminal further includes a storage area for storing current customer information of the accounting office, and the control unit of the accounting office terminal stores the current customer information in the management server. The user who becomes the current customer after performing control to transmit and identifying each user as a new customer and a current customer based on the current customer information received from each accounting office terminal by the information management unit of the management server In response to this, control is performed to transmit service information for the current customer of the accounting firm whose customer is the user to the user terminal of the user, or the advertisement information of the other accounting firm is transmitted to the user terminal. It is also possible to adopt a configuration in which the display is not displayed on the display unit.

  Further, when the control unit of the user terminal receives the accounting firm list from the management server, the control unit displays a display button of the accounting firm list that has been hidden until then on the display unit, and When an input operation for pressing a display button is performed, control for displaying the accounting firm list on the display unit may be performed.

  Further, instead of creating the accounting firm list, the information management unit of the management server sends information necessary for creating the accounting firm list to each user terminal out of information received from each accounting firm terminal. The control unit of the user terminal performs transmission control, creates the accounting firm list based on information necessary for creating the accounting firm list received from the management server, and displays it on the display unit It is also possible to adopt a configuration for performing such control.

  In addition, the company information may include a user's address, a business type, and the number of employees, and the advertisement condition regulation information may include conditions regarding those items. The information management unit of the management server may transmit the accounting firm list to the user terminal by e-mail.

  Further, the second aspect of the accounting office introduction system according to the present invention is an accounting office comprising a plurality of user terminals, a plurality of accounting office terminals, and a management server connected to these terminals via a network. The accounting office terminal includes office information of an accounting office that uses the accounting office terminal, and advertising condition regulation information that regulates the conditions of users who are subject to advertising of the accounting office. A storage unit that stores advertisement information provided to users who satisfy the condition, and a control unit that performs control to transmit the advertisement condition regulation information, the advertisement information, and the office information to the management server; The management server includes a storage unit that stores company information of a user who uses each user terminal and information received from each accounting office terminal, and the company information is stored in the storage unit. Select one of the remembered users, and determine whether or not the user satisfies the conditions stipulated in the advertisement condition stipulation information of each accounting office based on the user's company information By searching for an accounting office that advertises the user, a search unit that extracts the corresponding accounting office and a list of the extracted accounting offices are created as an accounting office list, and the user terminal of the user An information management unit that performs control to transmit to the management terminal, and the user terminal performs control to display the accounting firm list received from the management server on a display unit, and performs accounting work from the accounting firm list. A control unit that performs control to acquire the advertisement information of the selected accounting office from the management server and display it on the display unit when any of the locations is selected. The one in which the features.

  According to the present invention, when a predetermined business application is activated on a user terminal, the user is determined based on the company information of the user of the terminal and the user conditions preset by each accounting office. Search for accounting firms to be advertised, display the corresponding accounting firm as a list of accounting firms on the display section of the user terminal, and select one of the accounting firms from the list of accounting firms. Since the advertisement information of the selected accounting firm is displayed on the display unit of the user terminal, the user can easily find the desired accounting firm among many candidates, On the other hand, accounting firms can actively approach users and acquire new customers effectively.

In addition, when entering the conditions of users to be advertised by accounting firms, the number of users who satisfy each condition is displayed on the display section of the accounting firm terminal. It can be done easily. It is also possible to prevent the number of users to be advertised from becoming excessive.
In other words, on the accounting office side, optimization is performed by narrowing down advertising targets through a server by trying the narrowing process multiple times. "Similar feedback" can be performed. Thereby, for example, when a configuration in which an advertising cost is generated according to the number of users to be advertised is adopted, an advertising area or the like can be selected after considering the advertising cost in advance.

  In addition, when any of the accounting firms is selected from the accounting firm list, the homepage on the Internet of the selected accounting firm is displayed on the display unit of the user terminal as an alternative to the advertising information. As a result, the accounting firm can make effective use of the existing website. It is also possible to provide more detailed information than advertising information.

  Moreover, in one aspect of the present invention, each user is identified as a new customer and a current customer, and the service information of an accounting office that uses the user as the customer is displayed on the display unit of the user terminal. Since it is displayed on the screen, it is possible to improve the customer satisfaction of the current customer. Further, by hiding the advertising information of other accounting firms on the display unit of the user terminal, it is possible to prevent inconveniences such as the customer being taken away by other accounting firms.

  Furthermore, when the user terminal receives the accounting firm list, a display button for the accounting firm list that has been hidden until then is displayed on the display unit. The presence / absence can be easily grasped, and the accounting firm list can be displayed at the convenience of the user.

FIG. 1 is a schematic configuration diagram showing a first embodiment of an accounting office introduction system according to the present invention. FIG. 2 is a block diagram showing the system configuration of the accounting office terminal, user terminal, and management server of FIG. FIG. 3 is a functional block diagram of the user terminal of FIG. FIG. 4 is a functional block diagram of the accounting office terminal of FIG. FIG. 5 is a functional block diagram of the management server of FIG. FIG. 6 is a diagram illustrating an example of company information (user terminal). FIG. 7 is a diagram illustrating an example of display setting information. FIG. 8 is a diagram for explaining the setting contents of the switching flag and the display flag in FIG. FIG. 9 is a diagram illustrating an example of the simplified HP information. FIG. 10 is a diagram illustrating an example of advertisement area information. FIG. 11 is a diagram illustrating an example of office information. FIG. 12 is a diagram illustrating an example of company information (management server). FIG. 13 is a diagram illustrating an example of a distributable area information list. FIG. 14 is a diagram illustrating an example of the accounting firm list. FIG. 15 is a diagram illustrating an example of a distribution destination list for each accounting office. FIG. 16 is a diagram illustrating an example of a distribution destination management list for each user. FIG. 17 is a flowchart of accounting firm introduction processing performed by the accounting firm introduction system of FIG. FIG. 18 is a flowchart showing details of the process in step S25 of FIG. FIG. 19 is an operational relationship diagram of the accounting office introduction system of FIG. FIG. 20 is a diagram illustrating an example of a distributable area information list screen. FIG. 21 is a diagram illustrating an example of a period setting screen. FIG. 22 is a diagram illustrating an example of a distributable area setting screen. FIG. 23 is a diagram illustrating an example of the target industry setting screen. FIG. 24 is a diagram illustrating an example of the employee number setting screen. FIG. 25 is a diagram illustrating the display position of the list display button. FIG. 26 is a diagram illustrating another example of the display position of the list display button. FIG. 27 is a diagram illustrating a display example of the accounting firm list. FIG. 28 is a diagram illustrating a display example of the simple HP. FIG. 29 is a functional block diagram of the accounting office terminal according to the second embodiment of the present invention. FIG. 30 is a functional block diagram of the management server according to the second embodiment. FIG. 31 is a flowchart of accounting firm introduction processing performed by the accounting firm introduction system of the second embodiment. FIG. 32 is a diagram illustrating an example of advertisement target information. FIG. 33 is a diagram illustrating an example of current customer information. FIG. 34 is a diagram illustrating an example of simple HP information. FIG. 35 is a diagram illustrating the relationship between the management flag and the display condition. FIG. 36 is a diagram illustrating an example of advertisement area information. FIG. 37 is a diagram showing an example of the accounting firm list. FIG. 38 is a diagram illustrating an example of a distribution destination list for each accounting office. FIG. 39 is a diagram illustrating an example of a distribution destination management list for each user.

[First Embodiment]
FIG. 1 is a schematic configuration diagram showing a first embodiment of an accounting office introduction system according to the present invention. The system includes a plurality of user terminals 10 on which predetermined applications (for example, business software such as accounting processing software and tax processing software: hereinafter referred to as business applications) used in business such as accounting or tax are installed; A plurality of accounting office terminals 20 installed in each accounting office and a management server 30 installed in the management center are connected to each other via a network 40 such as the Internet or a LAN (Local Area Network). Has been. As shown in FIG. 2, the user terminal 10, the accounting office terminal 20, and the management server 30 all store control units 11, 21, 31 that execute various processes according to various processing programs, programs, data, and the like. Storage units 12, 22, and 32 having storage media, display units 13, 23, and 33 such as CRT (Cathode Ray Tube) and LCD (Liquid Crystal Display), and input units 14 and 24 such as a mouse and a keyboard , 34, output units 15, 25, 35 composed of a printing device and the like, and communication units 16, 26, 36 composed of a modem, a router and the like.

  FIG. 3 is a functional block diagram of the user terminal 10. As shown in FIG. 3, the control unit 11 of the user terminal 10 includes a display condition setting unit 11a for setting display conditions for an accounting firm list (described later), A company information creation unit 11b that creates company information from business application registration information, a list display control unit 11c that performs control to display the accounting office list received from the management server 30, and other control related to data exchange. And an information management unit 11d. These functions of the control unit 11 are realized by the control unit 11 reading and executing various processing programs stored in the storage unit 12.

Further, the storage unit 12 of the user terminal 10 includes a company information storage unit 12a, an accounting data storage unit 12b, and a display condition information storage unit 12c that store company information, accounting data, and display condition information, respectively. Among these, the company information includes information such as a user code (user identification information), a company name, a representative name, an address, a telephone number, an email address, the number of employees, and a type of business as shown in FIG. Of the information, in the present embodiment, a process of extracting an accounting office that advertises the user is performed on the condition of the address, the number of employees, and the type of business. The extracted accounting firms are displayed as a list of accounting firms on the display unit 13 of the user terminal 10 as will be described later.
In actual application of the present invention, from the viewpoint of personal information protection, in principle, it is desirable to abstract only the user name (ID) and use only the address information in the user's company information. In particular, the process of extracting business information and the number of employees is performed only for users who have agreed to use this information after clarifying how to use the personal information such as extracting the information and performing matching processing. It is desirable to do so.

  The display condition information defines the display conditions of the accounting office list displayed on the user terminal 10, and as shown in FIG. 7, the display condition information includes a user code, a switching flag, a display flag, and an update interval. It is included. If the accounting firms listed in the accounting firm list cover multiple pages, as shown in FIG. 8, when the switching flag and the display flag are (0, 0), the randomly displayed one is manually selected. It is set to switch to the next page. When (0, 1), it is set to manually switch the page displayed in the update order to the next page. When (1, 0), the update interval elapses for the randomly displayed page. The setting is to automatically switch to the next page later, and in the case of (1, 1), the display in the update order is set to automatically switch to the next page after the update interval has elapsed. Here, two types of display order, update order display and random display, are listed, but the accounting offices are displayed in other order (for example, the order close to the user's address or the order in which the user accesses frequently). It is also possible to do. In addition, instead of setting the display condition on the user terminal 10, the user terminal 10 may receive and set the display condition in the display condition information storage unit 12c. In addition, accounting data is data used for accounting processing. This data includes, for example, journals, trial balance tables, profit and loss statements, data for accounting statements, individual transaction data and its journals. Data etc. are included.

  FIG. 4 is a functional block diagram of the accounting office terminal 20. As shown in this figure, the control unit 21 of the accounting office terminal 20 is based on the input information from the input unit 24 and the simplified HP of the accounting office. A simple HP creation unit 21a for creating the information, an information management unit 21b for performing control related to other data exchange, and an office information creation unit 21c for creating the office information of the accounting firm.

  In addition, the storage unit 22 of the accounting office terminal 20 includes a simple HP form storage unit 22a for storing simple HP forms, simple HP information, advertising area information (advertisement condition regulation information), posting period information, and office information. An HP information storage unit 22b, an advertisement area information storage unit 22c, a publication period information storage unit 22d, and an office information storage unit 22e are provided. Among these, the simple HP form includes a simple HP template and an example to be described later. As shown in FIG. 9A, the simplified HP information includes an office code, the date of creation of the simplified HP, PR information (advertisement information) posted on the simplified HP, a publication period, and the like. When an existing home page on the Internet is used without creating a simple HP, the URL of the home page is registered instead of the PR information, as shown in FIG. 9B. HP is an abbreviation for homepage.

The advertising area information is information that prescribes the conditions of the users to be advertised by the accounting office. The advertising area information includes an office code as shown in FIGS. 10 (a) and 10 (b). In addition to the address information (region code, region name, region designation flag, selection flag) of the user to be advertised, the business type and the number of employees (not shown) of the user to be advertised are also included. When there is one advertising area, as shown in FIG. 10 (a), all the area designation flags are set to “0”, while when there are a plurality of advertising areas, as shown in FIG. 10 (b). In addition, all the region designation flags are set to “1”, and in both cases, the selection flag corresponding to the selected region is set to “1”, and the others are set to “0”. The type of industry and the number of employees are similarly specified using flags.
The posting period information includes the posting period of the simple HP, but this information can also be included in the above-described simple HP information. As shown in FIG. 11, the office information includes an office code (accounting office identification information), an office name, a representative name, an address, a telephone number, a homepage URL, an e-mail address, a specialty industry, and the like. ing. Note that the office information can be substituted with information included in the simplified HP information.

  FIG. 5 is a functional block diagram of the management server 30. As shown in FIG. 5, the control unit 31 of the management server 30 includes an information management unit 31A and a search unit 31B. An authentication processing unit 31a for verifying the legitimacy of information, an information extracting unit 31b for extracting simple HP information, office information, etc. from information received from the accounting office terminal 20, and information extracted by the information extracting unit 31b Is registered in each storage unit of the storage unit 32, an expiration date management unit 31d that manages the expiration date of the simplified HP of the accounting office, an accounting office list, a distribution destination list, and the like, and a user terminal 10, a search destination setting unit 31 f for setting a search condition, and a search matching unit 31 for searching for an accounting office based on the search condition. It is constituted by the.

  The storage unit 32 of the management server 30 includes a simple HP information storage unit (simple HPDB) 32a for storing simple HP information, office information, company information, advertising area information, distributable area information, and distribution destination information. Location information storage unit (office DB) 32b, company information storage unit (user DB) 32c, advertising region information storage unit (region DB) 32d, distributable region information storage unit (distribution region DB) 32e, and distribution destination information storage unit (Destination DB) 32f is provided.

  As shown in FIG. 9C, the simple HP information stored in the simple HP information storage unit 32a includes simple HP code, upload date / time, and the simple HP information transmitted from the accounting office terminal 20 (FIG. 9A). An expiration date has been added. The office information storage unit 32b stores office information of each accounting office terminal 20 as shown in FIG. The company information storage unit 32c stores company information of each user terminal 10, as shown in FIG. The advertisement area information storage unit 32d stores advertisement area information (FIG. 10 (a) and FIG. 10 (b)) of each accounting office terminal 20.

The distributable area information in the distributable area information storage unit (distribution area DB) 32e is a condition for each condition that can be set as a condition for the user to be advertised (conditions that combine address, type of business, and number of employees). As shown in FIG. 13, this distributable region information includes a region code, a region name, a business type, the number of advertisements (number of users), the number of employees, and the like. According to this information, for example, advertisement is possible when the conditions of the user to be advertised are “Akiruno City, Tokyo”, the industry is “Manufacturing”, and the number of employees is “5 or less”. It can be seen that the number of cases is 150.
Here, as another example of the narrowing-down process, it is conceivable that the address information is hierarchically handled and narrowed down by searching in stages. For example, in the case of Tokyo, it has a hierarchical structure of “ward-town-address”, and as the first stage of narrowing down, specify “Tokyo” in the prefecture, and thousands of ads can be advertised If you select “Koto Ward” and narrow down, the number of ads that can be advertised will be about 1,000. If this is still large, select “Toyocho” and narrow down to allow advertising. It is possible to narrow down to a realistic line as the number of cases is an order of several hundred.

  The distribution destination information storage unit 32f includes an accounting office list (FIGS. 14A and 14B), a distribution destination list for each accounting office (FIG. 15), and a distribution destination management list for each user (FIG. 16). It is a storage part for storing. The accounting office list is a list of accounting offices (search results by the search unit 31B) to be introduced to each user. In this accounting office list, as shown in FIG. A list code, a user code, an office code, an office name, an address, a good business type, PR information to be posted on a simple HP, and the like are included. When an existing homepage on the Internet is used without creating a simple HP, the URL of the homepage is registered instead of PR information as shown in FIG. The accounting office list code, user code, and office code included in this accounting office list are hidden from the user. In the distribution destination list for each accounting office, as shown in FIG. 15, in addition to the office code and office name of the accounting office, the user code, company name, It includes the industry type and address, and a transmitted flag indicating the transmission status of the accounting firm list. On the other hand, as shown in FIG. 16, the distribution destination management list for each user includes the user code, company name, business type, address, transmitted flag, accounting office list code, and the like of the target user.

  Next, the accounting firm introduction process performed by the accounting firm introduction system having the above configuration will be described with reference to the drawings of FIGS. In this accounting office introduction process, (1) each user terminal 10 generates user company information and transmits it to the management server 30 (steps S1 to S4), and (2) each accounting office terminal 20 , Processing for generating office information of the accounting office, advertising area information, simplified HP information, etc. and transmitting them to the management server 30 (steps S11 to S12), and (3) the management server 30 includes each user terminal 10 and each Processing for storing information acquired from the accounting office terminal 20 in the storage unit 32 (steps S20 to S23), and (4) accounting affairs where the management server 30 targets each user based on the acquired information. (5) The management server 30 distributes the accounting office list and the display data of the simple HP to each user terminal 10 (step S25). , Is schematically configured by a processing each user terminal 10 displays on the display unit 13 thereof (step S5 to S7, step S26 to S28). Hereinafter, specific operations of these processes will be described in detail.

(1) Processing of steps S1 to S4 (operation of each user terminal 10)
In steps S <b> 1 to S <b> 4, each user terminal 10 performs a process of generating user company information and transmitting it to the management server 30.
Specifically, after starting the business application setting program, the control unit 11 of the user terminal 10 sequentially displays various registration screens and setting screens on the display unit 13, and the registration information and setting information input on those screens. Is stored in a predetermined storage area of the storage unit 12. In the present embodiment, the company information creation unit 11b of the control unit 11 performs a process of extracting company information (FIG. 6) from the input registration information and setting information and storing it in the company information storage unit 12a. The condition setting unit 11a performs processing for storing the setting of the display conditions of the accounting firm list in the display condition information storage unit 12c as display condition information (FIG. 7) (step S1). This process is a pre-process performed when the business application is installed, and can be omitted after the installation.

After that, when the business application is activated on the user terminal 10, the information management unit 11d performs processing for retrieving the company information (FIG. 6) from the company information storage unit 12a (step S2).
If the business application is activated for the first time, the information management unit 11 d transmits company information to the management server 30 after connection to the network 40. Upon receiving the company information, the authentication processing unit 31a of the management server 30 generates a user code and stores the company information in the company information storage unit 32c in association with the user code. The authentication processing unit 31a of the management server 30 transmits the generated user code to the user terminal 10, and the user terminal 10 associates the received user code with the company information and stores it in the company information storage unit 12a.

  On the other hand, when the business application is activated for the second time or later, after connecting to the network 40, the information management unit 11d extracts the user code from the company information and transmits the user code to the management server 30. The authentication processing unit 31a performs server authentication based on the user code (steps S3 and S4). In the operation relationship diagram of FIG. 19, for example, the user terminal 10 installed in Akiruno-shi Hishikawaya, Maikai Shokai, and Udo Real Estate has a business application activation terminal for which server authentication has already been performed, for example, The user terminal 10 installed at the Imakikita construction office in Akiruno City XX is a business application deactivation terminal that has not yet been subjected to server authentication only by installing a business application. As shown in the operation relation diagram of FIG. 19, the distributable area information list (FIG. 13) is based on the company information acquired from each business application activation terminal by the distribution destination management unit 31e of the management server 30. This is created by classifying and summing up by area, industry, and number of employees.

  In the processes of steps S3 and S4, when the company information is not registered in the management server 30, or when the company information storage unit 32c does not exist in the management server 30, the information management unit 11d of the user terminal 10 After server authentication, processing for extracting company information from the company information storage unit 12a and transmitting it to the management server 30 is performed.

(2) Processing in steps S11 to S12 (operation of each accounting office terminal 20)
In steps S11 to S12, each accounting office terminal 20 receives the accounting office information, advertising area information (FIG. 10 (a) or FIG. 10 (b)), and simplified HP information (FIG. 9 (a) or 9B is generated and transmitted to the management server 30. Prior to this processing, in each accounting office terminal 20, the office information creation unit 21c performs in advance processing for creating office information of the accounting office and storing it in the office information storage unit 22e. Note that the office information may be acquired by extracting from the simple HP information (assuming that it is configured to be included in the simple HP information in advance and accepting input from the accounting office).

In step S11, first, a process for setting the posting period of the simple HP and the conditions of the user to be advertised (such as an advertisement area) is performed.
Specifically, the control unit 21 of the accounting office terminal 20 acquires a distributable area information list (FIG. 13) from the management server 30 as shown in the operation relation diagram of FIG. ) Based on Akiruno City ○○ 900, ▽▽ 600, Ome City □ ▽ 200, ...), for example, a distributable area information list screen as shown in FIG. Control is performed to display on the display unit 23 of the accounting office terminal 20 as a screen.
On this distributable area information list screen, a simple HP posting period and the number of users for each distributable area are displayed, and a “period setting” button, a “region setting” button, an “OK” button, and a “cancel” button are displayed. Buttons are displayed. For example, when an input operation of pressing a “period setting” button is performed on the distributable area information list screen, a period setting screen as shown in FIG. 21 is displayed on the display unit 23. In this period setting screen, when an input operation for selecting a period (selecting a check box for specifying a target period) and pressing the “OK” button is performed, the distributable area as shown in FIG. The information list screen is displayed on the display unit 23, and the display of the posting period is switched to the period selected on the period setting screen.

In this distributable area information list screen, for example, when an input operation for pressing the “Region setting” button is performed, a distributable area setting screen as shown in FIG. In the possible area setting screen, a plurality of selectable deliverable areas and the number of users in each area are displayed.
In this distributable area setting screen, for example, an area is selected (in FIG. 22A, a check box for specifying Akiruno city XX is selected), and an input operation for pressing a “narrow down” button is performed. 23A, a target industry setting screen as shown in FIG. 23A is displayed on the display unit 23. In this target industry setting screen, selectable target industries and their areas (in FIG. 23A, Akiruno City ○ ○) Displays the number of users for each type of industry.

  In this target industry setting screen, for example, an industry is selected (in FIG. 23 (a), a check box for designating a retail business and a construction business is selected), and an input operation of pressing a “narrow down” button is performed. Then, the employee number setting screen as shown in FIG. Then, when an input operation for inputting the number of employees condition and pressing the “search” button is performed on this employee number setting screen, as shown in FIG. 24B, the condition (in this example, the region is The number of users (50 in this example) that matches “Akiruno City XX”, the type of industry “construction”, and the number of employees “20 or less” is displayed. When an input operation for pressing the “OK” button is performed on this employee number setting screen, for example, the screen returns to the target industry setting screen as shown in FIG. And the number of users after filtering is displayed by industry. When an input operation for pressing the “OK” button is performed on the target industry setting screen, for example, the screen returns to the distributable area setting screen as shown in FIG. The search conditions and the number of users after filtering are displayed by region. When an input operation for pressing the “OK” button is performed on the distributable area setting screen, the initial distributable area information list screen as shown in FIG. 20C is displayed, and this distributable area information list screen is displayed. When the input operation for pressing the “OK” button is performed, the selection of the posting period and the advertising area is completed. The posting period and the advertising area thus selected (including the type of business of the user to be advertised and the number of employees) are respectively stored in the posting period information storage unit 22d and the advertising area information storage unit 22c of the accounting office terminal 20.

  Next, in step S11, a process for creating a simple HP is performed. Specifically, the simple HP creation unit 21a acquires a simple HP form from the simple HP form storage unit 22a and displays it on the display unit 23, thereby prompting input of information necessary for creating the simple HP. Process. Here, the information necessary for creating the simplified HP includes, for example, PR information of the accounting office (PR information such as the specialty field of the office for acquiring new customers). When the information necessary for creating the simple HP is input and the simple HP is completed, the simple HP creating unit 21a adds the office code, the posting period, etc. to the information necessary for creating the simple HP. Information (FIG. 9 (a)) is created and stored in the simple HP information storage unit 22b. In the case where the simple HP is not created, as shown in FIG. 9B, the URL (hereinafter referred to as link information) of the homepage of the accounting firm on the Internet is registered instead of the PR information.

  Thereafter, in step S12, after the information management unit 21b logs in to the management server 30, it performs a process of transmitting (uploading) the simplified HP information (including the posting period) to the server together with the office information and the advertising area information. The simple HP information, office information, and advertisement area information uploaded here may be separated from each other as shown in FIGS. 9A to 11 or may have one data structure. .

(3) Processing of steps S20 to S23 (operation of management server 30)
In steps S <b> 20 to S <b> 23, the management server 30 performs processing for storing the information acquired from each user terminal 10 and each accounting office terminal 20 in the storage unit 32.
Specifically, when simple HP information, office information, and advertising area information are uploaded from the accounting office terminal 20, the information management unit 31A of the management server 30 acquires the upload date and time (upload date and time) The information extraction unit 31b performs processing for extracting simple HP information, office information, and advertisement area information from the information received from the accounting office terminal 20 (step S20).
Next, the time limit management unit 31d acquires a posting period from the extracted simple HP information, and performs a process of deriving an expiration date from the posting period and the upload date / time (step S21).
Then, the information registering unit 31c stores the extracted office information and advertising area information in the office information storing unit 32b and the advertising area information storing unit 32c, respectively, and the expiration date derived in step S21 as simple HP information. The process of adding and storing in the simple HP information storage part 32a is performed (step S22).

  On the other hand, when a user code is received from the user terminal 10, after server authentication, the information registration unit 31c of the management server 30 acquires company information corresponding to the user code from the company information storage unit 32c (step S23). If the company information is not registered in the management server 30 in advance, the company information is directly acquired from the user terminal 10 after server authentication.

(4) Processing in step S25 (operation of management server 30)
In this step S25, the management server 30 searches for the accounting offices for which the respective users are advertised based on the information acquired from each accounting office terminal 20 and each user terminal 10, and creates an accounting office list. Perform the process.
Specifically, as shown in FIG. 18, the information management unit 31A first selects one user from the users who are using the business application (the user of the business application activation terminal in FIG. 19), The user code or company information is expanded in the work RAM (step S25-1).

  Next, the information management unit 31A uses the company information in the company information storage unit 32c corresponding to the user code in the work RAM, or the company information in the work RAM, the user address information (prefecture, city), business type Then, the number of employees and the like are extracted, and the search condition setting unit 31f sets the search conditions using them as keys (step S25-2). Here, the information management unit 31A acquires each piece of information, but the search condition setting unit 31f may directly acquire the information. If company information does not exist in the company information storage unit 32c, the company information acquired from the user terminal 10 can be used.

Next, the search matching unit 31g allows the user to satisfy the conditions specified in the advertisement area information (advertisement condition provision information) of each accounting office based on the user's address information, the type of business, and the number of employees set in the search condition. By determining whether or not the user is satisfied, the accounting office (advertiser) that advertises the user is searched, and the corresponding accounting office (office code) is extracted (step S25-). 3).
In addition, the distribution destination management unit 31e creates an accounting office list for the user (FIG. 14A), and sets the accounting office data extracted in step S25-3 one by one. Is added (step S25-4). This process is repeated until all the corresponding accounting firms are added to the accounting firm list (step S25-5).
When the accounting office list is completed, the delivery destination management unit 31e creates a delivery destination list for each advertiser (FIG. 15) and a delivery destination management list for each user (FIG. 16) from the completed accounting office list. The information registration unit 31c performs processing for storing the accounting office list, the distribution destination list, and the distribution destination management list in the distribution destination information storage unit 32f.

(5) Processing of steps S5 to S7 and steps S26 to S28 (operations of the management server 30 and the user terminal 10)
In steps S5 to S7 and steps S26 to S28, as shown in FIG. 19, the management server 30 distributes the accounting office list and the display data of the simple HP to each user terminal 10, and each user terminal 10 displays them. Processing to be displayed on the unit 13 is performed.

  In addition, prior to the process of distributing the accounting office list and the display data of the simple HP to the user terminal 10 (may be a stage before being registered in the management server 30), it is an inappropriate term in advance as advertisement information. Appropriateness judgment of simple HP information of each accounting office by registering inappropriate keyword group indicating DB as DB and performing collation process to determine whether these inappropriate terms are used When processing is performed and it is determined that an inappropriate term is included, the distribution processing may be temporarily interrupted, and a warning display may be notified on the Web or by e-mail to prompt correction. Specifically, for example, in the simple HP information, a publication valid flag for determining whether to publish in the accounting firm list is provided, and the publication valid flag is set to “0 (hold)”, or , “Account name information” is listed in the accounting firm list, but simple HP information of the linked accounting firm cannot be temporarily referenced (for example, “link destination error” displayed, “under construction” It can be realized by setting “ Then, if an inappropriate term in the simple HP information is corrected according to the correction notification, it is determined that the problem has been cleared again through the appropriateness determination process, and the distribution process is continued (posting). For example, the valid flag is set to “1 (can be posted)”). Here, as an inappropriate term, for example, a character string information of “consultant fee” is assumed as a keyword that excessively encourages competition.

  In the distribution process, as shown in FIG. 17, the distribution destination management unit 31e of the management server 30 accounts to the user terminal 10 (business application activation terminal in FIG. 19) that is running the business application based on the distribution destination management list. The office list is transmitted (step S26). After the transmission, the transmission history information in the distribution destination management list is updated and stored in the distribution destination information storage unit 32f (step S27).

Here, the distribution process of the accounting firm list is as follows: (a) The accounting firm list is generated in HTML format or the like, and then the network connection between the user terminal 10 and the management server 30 is performed. The HTTP protocol can be used to exchange data in HTML format, etc. (a) Create accounting firm list in HTML format or text format as described above, and put it in the body of e-mail The pasting process can be performed, or the mail data can be attached in the form of attached data. Alternatively, (c) the link information of the link destination storing the accounting office list may be pasted in the mail body.
When the e-mail creation process ends, the accounting office list distribution process is performed with reference to the user's mail address stored in the management server 30.
It is to be noted that the distribution of the advertisement information by such an e-mail needs to be performed only for the user who does not refuse the reception by confirming with the user in advance whether or not the advertisement mail is received. That is, the distribution process of the accounting office list by e-mail only to the user terminal 10 of the user that has been recorded in advance as setting information in association with the user information and has been recorded with information indicating that the information can be accepted. I do.

  On the other hand, when the user terminal 10 receives the accounting firm list (FIG. 14 (a)), the list display control unit 11c of the user terminal 10 does not display until then at a predetermined position of the display unit 13 (FIG. 25 ( The “list display button” which is the dotted line part a) is displayed, and processing for notifying the user that the accounting firm list has been distributed is performed. Specifically, a CPU (central processing unit) executes a (daemon) program that monitors whether or not an accounting firm list has been received by loading into a random access memory (not shown) of a storage unit. When reception is detected by an accounting firm list reception monitoring unit (not shown) configured as described above, a process of displaying a “list display button” is performed. By this processing, the user can easily grasp the presence / absence of distribution of the accounting firm list, and can display the accounting firm list at the convenience of the user. As a display method of the “list display button”, for example, a method of displaying outside the business application screen (FIG. 25B), a method of displaying within the application screen (FIG. 26A), or an application screen The display method can be changed (FIG. 26B), and any display method may be adopted. In addition, when displaying outside the business application screen, display methods such as so-called "gadgets", or (background processing etc.) on the left side of the bottom of the screen (area to display the taskbar) Use a display method (not shown), known as an “indicator” that displays the presence and status of the resident program (to do so), and pop up the display near the indicator. Alternatively, when reception is detected, a differential display such as changing the color of an indicator, an icon, or the like may be performed.

In addition, when performing notification by e-mail, when creating an e-mail for notification separately on the management server 30 side (the accounting firm list has been sent to the subject or body of the e-mail or the header part) After adding a predetermined character string or predetermined information, on the user terminal 10 side, a mail monitoring program is made resident, and then the reception status of the e-mail and the subject or the text or header part of the character string or When monitoring information and detecting that the received e-mail contains a predetermined character string or information (indicating that the accounting firm list has been sent), a pop-up using the indicator as described above You may make it transfer to a display.
Regarding the monitoring of the reception status of the e-mail, in addition to a method of monitoring the e-mail actually received at the user terminal 10 (actually stored in the storage unit of the terminal), a mail distribution server (POP server) such as a provider ) Can be directly accessed to check the reception status.

  Thereafter, when an input operation for pressing the “list display button” is performed, the list display control unit 11c of the user terminal 10 acquires the display condition information from the display condition information storage unit 12c, and manages according to the display condition information. For example, as shown in FIG. 27, the accounting office list received from the server 30 is displayed on the display unit 13 (step S5). The display unit 13 of the user terminal 10 does not display the accounting office list code, user code, office code, etc., and the number of accounting offices to be introduced to the user and the office name of each accounting office. PR information (or link information) is displayed.

When an input operation for selecting one of the accounting firms from the accounting firm list (for example, pressing the PR information portion of the accounting firm here) is performed, the control unit 11 of the user terminal 10 selects the accounting firm. The accounting office code of the received accounting office is transmitted to the management server 30 (step S6), and the management server 30 creates simple HP display data corresponding to the received accounting office code based on the simple HP information and the like. And it transmits to the user terminal 10 (step S28). Thereafter, based on the display data received from the management server 30, the control unit 11 of the user terminal 10 displays, for example, a simple HP as illustrated in FIG. 28 on the display unit 13 using a business application or a WEB browser. (Step S7).
On the other hand, if an input operation for selecting the link information of the accounting firm (for example, pressing the link portion of some accounting firm in FIG. 27) is performed while the accounting firm list is displayed, the WEB browser Is started, and the display data of the homepage of the accounting firm on the Internet is acquired and displayed on the display unit 13 based on the selected link information (URL).

  As described above, according to the present embodiment, based on the company information of the user who is using the business application and the user conditions (region, industry, and number of employees) preset by each accounting office, A search is made for accounting firms that are targeted for advertising, and the corresponding accounting firms are displayed as a list of accounting firms on the display unit 13 of the user terminal 10. When is selected, a simple HP of the selected accounting office or a home page on the Internet is displayed on the display unit 13 of the user terminal 10, so that the user can select a desired one from among a large number of candidates. Accounting firms can be easily found, while accounting firms can actively approach users and acquire new customers effectively.

  In addition, since the number of users who satisfy each condition is displayed on the display unit 23 of the accounting office terminal 20 when inputting the conditions of the users to be advertised by the accounting office, Narrowing can be easily performed. It is also possible to prevent the number of users to be advertised from becoming excessive.

In this way, when an accounting firm develops a service, it is possible to narrow down the advertising target in consideration of the address or industry of the target advisor, and the desired region taking into consideration the advertising cost and the effect on investment. In addition, it is effective in that advertisements can be pinpointed as much as necessary.
In addition, when narrowing down the advertising target, if it is determined that there are few target companies that can be advised in the area where the advertisement was originally intended to be advertised, trials to change the advertising target area as appropriate are made. By trying, it is also effective in that it can be used as a decision material for selecting the optimal advertising target area.
In addition, since the advertisement can be continuously performed on the user terminal during the advertisement period, compared with the advertisement mode having only one browsing opportunity represented by the direct mail method such as mail (the advertisement of the paper medium advertisement). In many cases, it is thrown away once it is read) and functions as an effective advertising medium.
Furthermore, if the content of the simplified HP information is changed within the public notice period set by the accounting office, it is also linked to the simplified HP information referred to by the user terminal 10 so that the latest advertisement information after the change can be viewed immediately. Since it comprised so, it is excellent at the point which can transmit advertisement information (PR content etc.), such as timely topic information.

Furthermore, according to the present embodiment, since an advertisement can be performed only for a user who uses a predetermined business application, the accounting office can only provide a certain level or interest in accounting processing. The target can be narrowed down, and a superior advertising effect can be exhibited as compared with the conventional system for advertising to unspecified terminal users.
On the other hand, users who receive advertisements are provided with the opportunity to meet with accounting firms familiar with accounting and tax processing using computers and networks, and in a common format called simple HP information, Since you can compare offices at a glance, you can select the accounting office that best suits you, and the accounting firm side that is the advertiser and the user side that receives the advertisement are linked together, Benefits can be enjoyed.

In the accounting office introduction system according to the present embodiment, the advertisement information of the accounting office is provided by the newly created accounting office's simplified HP, and the accounting office already published on the Internet. The method of providing using the homepage (WEB page) has been described, but either one of them can be adopted, or both can be selected for each accounting firm. It may be.
In the present embodiment, the management server 30 performs processing for creating an accounting office list for each user. For example, information necessary for creating an accounting office list (simple HP of each accounting office) Information, office information, advertisement area information, etc.) may be distributed to each user terminal 10 to create an accounting office list at each user terminal 10.

In the present embodiment, the company information set and input by the business application is acquired and recorded by the management server 30, but instead of acquiring information from the business application, the business application is provided by SAAS. In configuring the mechanism, it is possible to use a configuration in which information requested by the user is used in the use contract.
Moreover, in this embodiment, although it was set as the structure which each user terminal 10 produces | generates a user's company information and transmits to the management server 30 in step S1-S3, for example, omits step S1-S3, Instead, the user terminal 10 is provided with a step for performing an application process for the accounting office introduction service on the Web, and based on the received user information (company information including address, etc.), the subsequent matching process, You may make it perform the narrowing-down process of the advertising object from the site side.

In the present embodiment, the management server 30 distributes the display data of the accounting office list to each user terminal 10 in steps S26 and S5, and each user terminal 10 displays them on the display unit 13. However, as described above, the accounting office list information may be transmitted to each user terminal 10 using electronic mail.
In the present embodiment, the list display button is displayed in step S5, and the processing for displaying the accounting firm list is performed only after detecting that the list display button is selected. It is also possible to immediately shift to the accounting office list display process without displaying the display button. Whether or not to display this list display button (or including a notification in a pop-up display near the indicator, etc.) is determined based on the user's input in advance and (a) the notification via the list display button. In the setting file, whether to display the accounting firm list based on pressing the button or (a) display the accounting firm list directly without displaying the list display button is set in advance. Alternatively, it may be stored in a setting information registration DB or the like.

[Second Embodiment]
FIGS. 29 to 39 are diagrams showing a second embodiment of the accounting office introduction system according to the present invention. In this embodiment, as shown in FIGS. 29 and 30, the accounting office terminal 20 and the management server 30 further include current customer information storage units 22f and 32g in the storage units 22 and 32, respectively. The information management unit 31A further includes a target selection unit 31h.

  In the accounting office introduction system according to the second embodiment, the user is classified into a new customer and a current customer, and the same processing as the processing described in the first embodiment is performed on the new customer. On the other hand, the current customer (existing customer) is processed to display information (service information for the current customer, etc.) that is different from the new customer. Of the processes (1) to (5) of the first embodiment described above, the description of the same processes (1), (4), and (5) as in the first embodiment will be omitted, and the first embodiment will be omitted. Only processes (2) and (3) that are partially different from the forms and new process (6) will be described below with reference to FIG.

(2) Processing in steps S11 to S12 (operation of each accounting office terminal 20)
In the first embodiment, in step S12, the simple HP information (including the posting period), the office information, and the advertising area information are transmitted to the management server 30, but in the second embodiment, the information is included in the information. In addition, the advertisement target information (FIG. 32) and the encrypted current customer information (FIG. 33 (a) or FIG. 33 (b)) are also transmitted to the management server 30.

  As shown in FIG. 32, the advertising target information includes an advertising target flag, an advertising target name, a PR content simple HP form, target information, a specifying target, a customer specifying flag, and a region specifying flag. In this advertising target information, the current customer information is specified as the target information for the current customer, the advertising area information is specified for the new customer, and the office PR information is specified for the new customer. It is specified to provide customer service information (information providing services such as discount information and management advice for increasing customer satisfaction of current customers). For this reason, items of the simple HP form for PR contents are omitted from the simple HP information of the present embodiment, as shown in FIGS. 34 (a) and 34 (b). In this advertising target information, as shown in FIG. 35, the current customer and the new customer are classified by the advertising target flag, and in the case of the current customer, it is determined whether the specified target is all target or target specified. With a customer designation flag, in the case of a new customer, it is possible to select either one area or a plurality of areas as a designation target using the area designation flag.

On the other hand, the current customer information includes office code, customer code, customer name, address, industry, number of employees, advertising target flag, customer designation flag, selection flag, and user code (not displayed on accounting office terminal 20). It is. When all current customers are to be distributed, as shown in FIG. 33 (a), all the customer designation flags are “0”, and when some current customers are to be distributed, FIG. 33 (b) As shown in the figure, all the customer designation flags are “1”. When all current customers are to be distributed, as shown in FIG. 35, when the selection flag is “0”, “non-display” and when the selection flag is “1”, “current customer-specific HP display” In the case where some current customers are to be distributed, when the selection flag is “0”, the selected customer is “hidden”, and when the selection flag is “1”, the selected customer Is set to “current customer dedicated HP display”.
In addition, as shown in FIG. 36A (when there is one advertising area) and FIG. 36B (when there are a plurality of advertising areas), the advertising area flag in the advertising area information of the present embodiment is displayed. Added, it is all set to “1”, that is, a new customer.

(3) Processing of steps S20 to S23 (operation of management server 30)
In the first embodiment, the simplified HP information, the office information, and the advertisement area information are received from the accounting office terminal 20 in step S20. In the second embodiment, in addition to the information, an advertisement is received. The target information (FIG. 32) and the encrypted current customer information (FIG. 33 (a) or FIG. 33 (b)) are received and stored in the respective storage units (step S20-2).
In the next step, in addition to the process of step S21 shown in the first embodiment, a process of setting information or a database used for the search is performed based on the advertisement target information (step S21-2). . Specifically, when the advertising target is the current customer, the current customer information and the office information are set to be used for the search. When the advertising target is the new customer, the advertising area information and the office information are used for the search. Set as follows.
Since subsequent steps S22 to S23 are the same as those in the first embodiment, the description thereof is omitted.

(6) Processing of steps S24 and S29 (operation of management server 30)
Steps S24 and S29 are processing newly added in the second embodiment.
Step S24 is a process for determining whether or not the advertising target is a new customer based on the advertising target information, and is performed after step S23 as shown in FIG.
As a result of the determination in step S24, if the advertising target is a new customer, the process proceeds to step S25, and the same processing as in the first embodiment, that is, the management server 30 sets the new customer as an advertising target. A process for searching for an accounting firm and creating an accounting firm list is performed.

On the other hand, when the advertising target is the current customer, a process of displaying a simple HP dedicated to the current customer on the display unit 13 of the user terminal 10 of the current customer is performed.
Specifically, first, the information management unit 31A selects one user from among the users who are using the business application, acquires company information corresponding to the user code from the company information storage unit 32c, and acquires the work RAM. Expand to. Next, information specifying the user's company name, address, and other objects is extracted from the company information in the work RAM, and the search condition setting unit 31f sets the search conditions using the extracted information as a key.
Next, the search unit 31B indicates, based on the set search conditions, the current customer information stored in the current customer information storage unit 32g (FIG. 33 (a) or FIG. Search from FIG. 33 (b)) and acquire the customer code of the user.

Then, based on the acquired customer code, the setting of the customer designation flag and the selection flag (FIG. 35) of the current customer information is confirmed, and the setting is performed for the user terminal 10 of the user. If the current customer-only HP display is set (when the selection flag is set to “1”), the display data of the simple HP dedicated to the current customer of the accounting office whose customer is the user or on the Internet The link information of the dedicated home page is set to be transmitted to the user terminal 10. On the other hand, when it is set to non-display (when the selection flag is set to “0”), the accounting firm list (not shown) is displayed so that advertisements of other accounting firms are not displayed on the user terminal 10. It is set so that FIG. 37A or FIG. 37B is always hidden.
Thereafter, the delivery destination management unit 31e uses the customer code to create a delivery destination list for each accounting office (FIG. 38) and a delivery destination management list for each user (FIG. 39) from the acquired current customer information. When the display data or the like of the simple HP is transmitted, the information registration unit 31c updates the transmission history information in the distribution destination management list and displays the distribution destination management list and the distribution destination list in the distribution destination information storage unit 32f. The process of saving is performed (step S27).

  According to the above processing, each user is classified as either a new customer or a current customer based on the current customer information, and the same processing as in the first embodiment is performed for the user who becomes a new customer. On the other hand, for a user who is a current customer, a process for displaying a simple HP dedicated to the current customer of the accounting firm that makes the user as a customer, or other accounting office advertisement information (accounting firm list or A process for hiding the simple HP or the like) is performed. For this reason, the customer satisfaction of the current customer can be improved, and inconveniences such as the current customer being taken away by another accounting office can be prevented.

10 User terminal 20 Accounting office terminal 30 Management server 40 Network

Claims (9)

An accounting office introduction system comprising a plurality of user terminals on which a predetermined business application is installed, a plurality of accounting office terminals, and a management server connected to these terminals via a network,
The user terminal is
A storage unit for storing company information of a user who uses the user terminal;
A control unit that performs control to transmit the company information to the management server,
The accounting office terminal is
Office information of the accounting firm that uses the accounting office terminal, advertising condition regulation information that defines the conditions of the users to be promoted by the accounting office, and advertisements provided to users who satisfy the conditions A storage unit for storing information;
A control unit that performs control to transmit the advertisement condition regulation information, the advertisement information, and the office information to the management server;
The management server
A storage unit for storing information received from each user terminal and each accounting office terminal;
When a user identification code or company information is transmitted from the user terminal by starting the predetermined business application, based on the user company information, the conditions specified in the advertising condition provision information of each accounting office And a search unit that searches for an accounting office that advertises the user and extracts the corresponding accounting office by determining whether or not the user is satisfied,
A list of extracted accounting firms is created as an accounting firm list, and includes an information management unit that performs control to transmit to the user terminal of the user,
When the control unit of the user terminal performs control to display the accounting firm list received from the management server on a display unit, and when any accounting firm is selected from the accounting firm list An accounting office introduction system that performs control to acquire the advertisement information of the selected accounting office from the management server and display the information on the display unit. For each condition that can be set as the user condition, the information management unit of the management server totals the number of users that satisfy each condition in advance, and the result of the aggregation is distributed to the accounting office terminal as a distributable area information list. While controlling to send,
The control unit of the accounting office terminal prompts the user to input the conditions of the user to be advertised by the accounting office, and performs control to transmit the input conditions to the management server as the advertising condition regulation information, 2. When prompting the user to input a condition, control is performed to display the number of users satisfying each condition on the display unit based on the distributable area information list received from the management server. 1. Accounting firm introduction system described in 1. The accounting firm list includes the URL of the accounting firm's website on the Internet,
When any of the accounting firms is selected from the accounting firm list, the control unit of the user terminal acquires the display data of the homepage of the selected accounting firm and stores it in the display unit. The accounting office introduction system according to claim 1 or 2, wherein display control is performed. The storage unit of the accounting office terminal further includes a storage area for storing current customer information of the accounting office, and the control unit of the accounting office terminal transmits the current customer information to the management server. Control
The information management unit of the management server identifies each user as a new customer and a current customer based on the current customer information received from each accounting office terminal. The service information for the current customer of the accounting firm that has the user as the customer is controlled to be transmitted to the user terminal of the user, or the advertisement information of the other accounting office is not displayed on the display unit of the user terminal. 4. The accounting office introduction system according to claim 1, wherein display control is performed.   When the control unit of the user terminal receives the accounting firm list from the management server, the display button of the accounting firm list that has been hidden until then is displayed on the display unit. 5. The accounting office introduction system according to claim 1, wherein control for displaying the accounting firm list on the display unit is performed when an input operation for pressing is performed. 6. . Instead of creating the accounting firm list, the information management unit of the management server transmits information necessary for creating the accounting firm list among the information received from each accounting firm terminal to each user terminal. Control
The control unit of the user terminal creates the accounting firm list based on information necessary for creating the accounting firm list received from the management server, and performs control to display on the display unit. The accounting firm introduction system according to claim 1, wherein the system is an accounting office introduction system.   The said company information contains a user's address, a business type, and the number of employees, The said advertisement condition prescription | regulation information contains the conditions regarding those matters, The any one of Claim 1 thru | or 6 characterized by the above-mentioned. Accounting firm introduction system.   The accounting office introduction system according to any one of claims 1 to 7, wherein the information management unit of the management server transmits the accounting firm list to a user terminal by electronic mail. An accounting office introduction system comprising a plurality of user terminals, a plurality of accounting office terminals, and a management server interconnected with the terminals via a network,
The accounting office terminal is
Office information of the accounting firm that uses the accounting office terminal, advertising condition regulation information that defines the conditions of the users to be promoted by the accounting office, and advertisements provided to users who satisfy the conditions A storage unit for storing information;
A control unit that performs control to transmit the advertisement condition regulation information, the advertisement information, and the office information to the management server;
The management server
A storage unit for storing the company information of each user who uses each user terminal and the information received from each accounting office terminal;
The user selects one of the users whose company information is stored in the storage unit, and the user satisfies the conditions defined in the advertising condition regulation information of each accounting office based on the company information of the user A search unit that searches for an accounting office that advertises the user and extracts the corresponding accounting office,
A list of extracted accounting firms is created as an accounting firm list, and includes an information management unit that performs control to transmit to the user terminal of the user,
The user terminal performs control to display the accounting firm list received from the management server on a display unit, and when any accounting firm is selected from the accounting firm list, the selection is made An accounting office introduction system comprising: a control unit that performs control to acquire the advertisement information of the accounting office that has been obtained from the management server and display the information on the display unit.

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