Smart and Intelligent Analytics
Project & Tasks
Unified and Comprehensive Client Management
Self Organising Document Management
Personalised Dashboards & Reporting
Automated Workflow Management with Built-in review process
3rd Party Integration
Notification Management
Role Based Access
Integrated Communication Engine
Lead Tracking
and much more...
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Smart and Intelligent Analytics
Insights to track overall client status and manage workload distribution
Play the video on practice insights to show work distribution and unassigned tasks and files pending with clients for review and authorization
Analyze business services to achieve revenue targets with absolute clarity. Track client acquisition, retention and attrition to drive client satisfaction
play the video to zero-in into the clients that were lost from prior year and identify reasons like “delayed response to client queries”, look at history status to show “too much time taken to process the client taxes, “missed deadlines”, types of business and services availed, etc.
To track every dollar and identify ‘marquee’ clients to improve ‘quality of revenue’
To show overall expected revenue, payment received and pending invoices, show growth trajectory of a client to determine “lifetime value of a client”
PROJECT AND TASKS
Ability to create client specific projects to track ad-hoc work
Creation of project for Clients for notices or business services
Ability to assigned projects to team member(s)
Track progress of the projects
Ability to create tasks in a projects
Creation of tasks for a given projects
Ability to assigned tasks to team member(s)
Track progress of the individual tasks
Ability to create project templates for recurring tasks
Creation of project templates for recurring tasks for a client
Adjust frequency of the recurring task to monthly, quarterly or yearly basis
Automated creation of project templates for business services
Ability to create business service, notices & misc projects
Business service specific projects like Book-keeping
Projects pertaining to notices received from tax authority
Misc projects to track any projects pertaning to specific client
Unified and Comprehensive Client Management
Single point of all activities related to a client providing truly a ‘customer-focused’ experience
Ability to upload and view documents
View active engagements and manage status
Manage client invoices and price estimates
Standard templates for standardized information exchange
Unified view across all stakeholders eliminating any discrepancies or miscommunication
Same dashboard across all stakeholders
Ability to communicate with the team and client seamlessly
Manage client invoices and price estimates
Standard templates for standardized information exchange
Manage ‘value-add’ services like bookkeeping, payroll, sales-tax, and tax services for the client’s business helping you become a one-stop shop for all their accounting needs and foray into newer business models
Manage client businesses
Provide and track additional business services
Automated reminders / to-do for business services
Self Organising Document Management
Self-organizing document management for every client segregated by personal vs business files across the tax years, also helping in preventing ‘Incorrect’ filing of taxes
Ability to upload multiple files and file types
Segregation of business and personal files
Ability to filter and view documents by tax year
All documents pertaining to a client are available in a centralized location with ability to view or download all the files
Access to all client documents over the years
Ability to view and download files
Personalised Dashboards & Reporting
‘Simplified Dashboard’ to manage upcoming and to-do tasks to make the best use of your available time
Tasks items
To-do items
Summary of files received
Invoice and growth summary
For CPA, Managers, Employees, Front Desk and Clients to help bring focus and reduce ‘noise’ with a persona based human centered design
Personalized dashboards
Notifications and reminders
Task list
Automated Workflow Management with Built-in review process
To drive better productivity by automating ‘mundane’ tasks and use, systems intelligence built on a ‘Modern technology backbone’
Automated task creation
Task assignment
Transition of task states
Have you ever missed processing one of the documents shared by the client? Now you don’t have to worry with a built-in review mechanism to prevent omissions and incorrect filing
Tracking of file processing
Employee, Manager and CPA review
3rd Party Integration
Integrated appointment scheduling and management to help organize client and internal meetings
Google Calendar integration
Ability to join Google meet
Ability to access / decline meetings
Notification Management
To ensure not to miss any important communication from the client or team and be on top of the to-do items
Client, team and to-do items
Role Based Access
Run your organization the way you want to and comfortable with by providing access to services to your managers and employees to help them work efficiently with razor-sharp focus
Access to client communications
Access to client invoices and price estimates
Ability to do task queue management
Integrated Communication Engine
No e-mails to distract you or your employees with the help of integrated, and seamless communication between clients and team member(s) assigned to a client
Client and internal communications
Bulk reminder messages for pending client actions
LEAD TRACKING
Abiility to create and track the leads to be able to grow your business
Create leads and capture contact preferences and referrals
Follow up and take notes based on the inputs from the lead
Convert them to a client with click of a button
Delete leads that have expires
and much more...
Clients have forgotten to share the most important tax document in time? Automated reminders to help both the clients and your firm to process them without a “point of failure”
Tracking of pending to-do items by clients
Tracking of completed, yet to be processed by the firm to-do items
Integrated appointment scheduling and management to help organize client and internal meetings
Google Calendar integration
Ability to join Google meet
Ability to access / decline meetings
Create your own organization hierarchy with ability to include managers, employees and front office staff. Based on the hierarchy and role, they will have visibility into their hierarchy of work
Add / Delete team members
Create hierarchy for effective team management